Tax Intake 2022 Updated – Robin's Bookkeeping & Taxes

Basics

Welcome! Are you a new customer?*

Your Name*

Prefix

First

Middle

Last

Social Insurance Number (SIN)*

Date of Birth (DOB)*

Spouse's Name

Prefix

First

Middle

Last

Spouse Social Insurance Number (SIN)

Spouse Date of Birth (DOB)

Current Address*

City*

Postal Code*

Did your address change in 2022?*

Yes

Please provide your current address.

Province of Residence on December 31, 2022*

Phone*

Mobile Phone

Email*

Marital Status

Current Marital Status*

You must declare your marital status accurately to the Canadian Revenue Agency. If you're not sure which one applies to you see here.

Did Your Martial Status Change in 2022?*

Yes

Date of Change in Martial Status*

Dependants

Name

Date of Birth (DOB)

Name

Date of Birth (DOB)

Name

Date of Birth (DOB)

Name

Date of Birth (DOB)

I have more than 4 dependants

Tax Profile

Return Options

I would like my tax return*

Emailed to me as a PDF file

Printed on paper (I will pick up)

Direct Deposit

My direct deposit information has changed in 2022*

Yes

To receive your refund by direct deposit, enter your baking details here. You may also provide these details when you stop in the office.

Branch

Bank

Account

DOCUMENTS

How do you like to submit documents?

I will drop at Office

I would like to upload

Upload*

Anything Else?

Questions or comments regarding your tax return?

Declaration & Signature

I have read and agree to the privacy policy.

By checking this box I declare that I have read, understood, and agree to the Privacy Policy.

The information I am providing is true, honest, and accurate

By checking this box I declare that the information I am submitting is true, honest, and accurate to the best of my knowledge. I understand and agree that checking this box and clicking 'SEND' is equivalent to providing my signature.

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Basics

Marital Status

Dependants

Tax Profile

Return Options

Direct Deposit

DOCUMENTS

Anything Else?

Declaration & Signature

New Customer ?