Personal Tax Checklist – Solid Numbers Financial

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Name

First

Last

Social Insurance Number

Phone Number

Date of Birth (mm/dd/yyyy)

Address

City

Province

Postal code

Marital Status (on December 31st)

Marital Status Change Date (YYYY-MM-DD)

(if it is changed during last year)

Do you have dependent children?

Are you a Canadian Citizen?

Province of Residence at Dec 31st

Date of Landing (YYYY-MM-DD)

For New Residents during the last year.

Did you purchase or sell any property last year?

Did you own specified foreign property at any time during last year with a TOTAL COST of more than CAN $100,000?