Tax Questionnaire | Padgett Business Services

Personal Tax Checklist

In order to help us complete your tax return as quickly as possible, complete the following form to the best of your ability. Once we have reviewed your information we will set up a time to call you to discuss.

Contact Information
Name*
First Last
Confidential e-mail address*
Best Phone Number to Reach You*
This Number is My:
- Home Number
- Work Number
- Cell Number
Best Time to Call
The phone number to give Canada Revenue Agency*
Address
Street Address City Province Postal Code

Tax Information
Please complete the following to the best of your ability
Date of Birth
mm/dd/yyyy
Province of Residence of Dec. 31st of tax year
Marital Status on Dec. 31st of tax year
Did Marital Status change in tax year?
- Yes
- No
Spouse Name
First Last
Spouse Date of Birth
mm/dd/yyyy
# of Children/Dependants
List of Children/Dependants (click "+" to add more dependants)*
First Name (& Last if Different) Male (M) or Female (F) Date of Birth (mm/dd/yy)

Have more than one dependant? Click the "+" sign to the right of the fields above to add more employers.
Other information or questions about your marital status, spouse or dependants?

Call Today
403-452-8183
Located in SE Calgary & Okotoks

Personal Tax Checklist

Step 1 of 4

Contact Information

Tax Information

Income

Income Questions

Deductions