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Income Tax Drop Off Form

Hand over your tax paperwork without booking a face-to-face appointment. The form records taxpayer and spouse identification, dependants, residency questions and which slip categories you are submitting. Accountants receive a complete package and can start the return straight away.

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Taxpayer Name

First Name

Last Name

Taxpayer SIN

Taxpayer Date of Birth

Address

Street Address

City

State / Province

ZIP / Postal Code

Phone Number

Spouse Name

First Name

Last Name

Spouse Date of Birth

Spouse SIN

Are you a Canadian citizen?

Would you like the tax agency to provide information to Elections Canada?

Did you sell your principal residence at any time in the tax year?

If yes, what was the address?

At any time in the tax year, did you own non-Canadian property such as rented real estate, investment accounts or foreign shares with a total cost above 200,000 dollars?

Are you a US citizen or Green Card holder?

Dependants

Dependent #1

First Name

Last Name

Dependent #1 date of birth

Dependent #2

First Name

Last Name

Dependent #2 date of birth

Dependent #3

First Name

Last Name

Dependent #3 date of birth

Dependent #4

First Name

Last Name

Dependent #4 date of birth

If you have a spouse or common-law partner whose return we are not preparing, provide their net income from line 236 of their return

Amount of property tax or rent paid during the year and the name of the landlord or municipality

Employment income

Salary slips Tips and gratuities Commissions Employment insurance None

Deductions

Retirement savings contributions Union dues Childcare expenses Moving expenses Support payments None

Retirement income

Public pension Old age security Company pension Retirement fund withdrawals Annuities None

Tax credits

Medical expenses Donations Tuition fees Disability credit Home accessibility works None

Other income

Investments Rental income Capital gains Foreign income Other None

Self-employment income

Own business Professional services Commission sales Farming Gig or app work None

Comments or other information

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