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The
Albert
Group
Small & Mid Sized Accounting Services
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Step
1
of
3
33%
Primary Account
Name
(Required)
First
Last
Phone
(Required)
Email
Address
(Required)
Street Address
Address Line 2
City
Province
Postal Code
SIN #
Birthdate
(Required)
MM slash DD slash YYYY
Marital Status
(Required)
-- Choose One --
Single
Married
Common-Law
Widowed
Separated
Divorced
Spouse
Name
First
Last
Phone
Email
SIN #
Birthdate
MM slash DD slash YYYY
Dependent 1
Name
First
Last
SIN #
Birthdate
MM slash DD slash YYYY
Dependent 2
Name
First
Last
SIN #
Birthdate
MM slash DD slash YYYY
Dependent 3
Name
First
Last
SIN #
Birthdate
MM slash DD slash YYYY
Income
Income
(Required)
Employment Income (T4, T4A)
Investment Income (T5, T3)
Government Income (EI - T4E, WCB - T5007, Social Assistance - T5007)
Penson Income ( CPP, T4AP, OAS, Pensions, RSP, RIF, RPP)
Business Income
Rental Income
Other
File
Max. file size: 2 MB.
Deductions
Sale of Principal residence during tax year
(Required)
Yes
No
Date of sale, date of purchase, amount of purchase and amount of sale
Deductions
(Required)
Medical Receipts
Rental Schedules / Information
Business / Farm / Professional / Rental Income
Prior Year's Tax Assessment Notice
Property Tax Information
Carrying Charges (Interest, safety deposit boxes, professional fees)
Child Care Expenses
Moving Expenses (Selling, Purchasing & Moving Costs)
Tuition Fees
Alimony Paid / Received
Employment Expenses (Car / Office) T2200, Others
Purchases & Sales of Investment Information
Charitable Donations Slips
RRSP Contributions
Rental Expenses
Business Expenses
Change to Property Tax/Rent Paid/Home Energy Costs Paid on Reserve
Carry Charge - Remove Safety Deposit Box Add Investment Counsel Fees
Staycation Tax Credit
First Time Homebuyer
Accessibility Home Renovation
Disability Tax Credit
Intrest Paid On Student Loans
Other
File
Max. file size: 2 MB.
