Client Information First name Last name Current address City Province Postal code Date of birth Phone Email address Are you Canadian Citizen? Select Yes No If so, do you want to provide your information to Election Canada? Select Yes No Do you have CRA online account? Select Yes No Are you claiming disability amount? Select Yes No Marital status on December 31 Select Single Married Common-law Separated Divorced Widowed Spouse Information Spouse's First name Last name Date of birth Phone Email Dependants Name, Date of birth (DD/MM/YYYY), relation to you and SIN (optional) Income Slips T4 slips T4E (Employment Insurance) T4A (pension, annuity, or other income) T4AP (Canada Pension Plan) T4OAS (Old Age Security) T4RSP (RRSP Withdraw) T3, T5, T50008 (interest, dividends, mutual funds) T2202 (Tuition/education receipt) T5007 (Social assistance payments) T5018 (Statement of contract payments) All other information slips/Tips/other income Received spouse support, if any Received child support, if any Receipts Select any that you may have Union/professional fees Employment expenses T2200 (signed) Carry charges for investment Donation Medical expenses Carry forward credit (tuition, donation) Moving expenses RRSP contribution slips Additional Items Interest paid on student loan Total spousal support payments Total child support payments Tools expenses (Tradesperson & apprentice machine) Self-employed? SelectYesNo Rental property? SelectYesNo Please add any additional details you'd like to provide in this comment Upload Documents (PDF, JPG, PNG) Secure online document uploads will be available soon. For now, you can email documents to info@sbcashflow.ca or bring them in person.