CLIENT INFORMATION

CLIENT

SIN # ______________________________ Address: ___________________________________________

First Name: ____________________________ City : ________________________ Prov.:____________
Last Name: ____________________________ Postal code: _______________
Date of Birth:(mm/dd/yy)__________________ Telephone : (H):__________________, (W):______________

Marital status:  Married  Single  Widowed  Divorced  Separated

Are you self-employed ? _________________ Your province:__________
If new to Canada provide Landed Date:_________________

CLIENT’S SPOUSE

SIN # ______________________________ Address: ________________________________

First Name: ____________________________
Last Name: ____________________________
Date of Birth:(mm/dd/yy)_____________________
Is he / she self-employed ?_________________
New to Canada ?Landed Date:_________________
City : ___________________ Prov.:______
Postal code: _________________
Telephone : _____________________________
His / her province: _______________________

CLIENT’S DEPENDENT(S)
Name(s) Date of Birth (mm/dd/yy) SIN # Relationship

Sold Principal Residence in 2021  Yes No

Address: _________________________________
Year of Original Acquisition ________ Proceeds of Disposition: ______________

Holding Foreign property of more than $100,000?  Yes No

IF Yes, What type of foreign asset? ____________________ Owned with Spouse Yes No
Where is the foreign asset located? ____________________ Value of the asset _____________
Is there any income generated from this asset? Yes No Total for IncomeTax Year _____________

INCOME / EXPENSES

 T4 Employment income  RRSP  Medical expenses

 T4E Employment insurance income  Home Buyers Tax Credit  Donations
 T4A Pension, Retirement, Annuity  Union & Professional Dues  T2202 Tuition fees
 T4A Old age Security  Children’s Fitness & Arts Amount  Student loan interest
 T5 Investment income  Child care expense  Public Transit Passes
 Self employed  Moving expenses  Carrying Charges & Interest
 Universal Child Care (RC62)  Political contributions  Rental Income
Lotus Accounting Firm Unit 213, 3300 McNicoll Ave. Scarborough | ON M1V 5J6-416 -904 -2013
 CLIENT INFORMATION

DECLARATION FOR PROPERTY TAX CREDIT (RENTAL INFORMATION)

Address Months Rent paid P. Tax Name of Landlord/Municipality

DIRECT BANK DEPOSIT INFORMATION

Name of Bank Institution # Transit # Account #

 Copy of your last Notice of Assessment

Applicant’s Signature_____________________________ Date________________________

Lotus Accounting Firm Unit 213, 3300 McNicoll Ave. Scarborough | ON M1V 5J6-416 -904 -2013