Please note this form must be filled out completely to submit and by each member of your household individually.
Your name: Your spouse's name: Your Email Current address: City: Province: Postal Code:
Did any of the following life events occur in 2021: Got married or became common law? YesNo
Birth or adoption of a child: YesNo
Got separated or divorced? Date of separation/divorce: YesNo
Purchase your first home: YesNo
Moved to a new home address YesNo
Sold your principal residence: YesNo
Parents (over 65) move into your home: YesNo
In 2021, did you own foreign property worth more than $100,000 CAD including foreign shares held in Canadian financial institutions? YesNo
Tell us about your income and expenses this year:
Employment income YesNo
Self-employment income (Follow Link) YesNo
Pension income (including Old Age, CPP, RRIF or foreign pensions) YesNo
Rental income (Follow Link) YesNo
Investment income (set up new investment accounts or purchased new investments) YesNo
Gains/losses from the disposal of investments (incl. shares, bonds, mutual funds or real estate) YesNo
Employment insurance benefits YesNo
Scholarships YesNo
Workers compensation board payments YesNo
RRSP withdrawals in 2021 YesNo
Alimony or spousal support received YesNo
Foreign income or foreign taxes paid YesNo
COVID-19 Government Support (CERB, CESB, CRB, CRCB, CRSB or Provincial Assistance) YesNo
Tell us about your other Deductions/Credits Interest on an investment loan YesNo
Income tax installments YesNo
Investment counsel fees YesNo
Accounting fees for work done by a firm other than Areti YesNo
Professional or union dues YesNo
Employment expenses YesNo
Did you work from home? YesNo
Alimony or spousal support paid YesNo
Tax shelters or flow through shares YesNo
Moving expenses YesNo
Childcare or Nanny expenses YesNo
Adoption expenses YesNo
Student loan interest YesNo
RRSP contributions YesNo
Home buyer plan and lifelong learning plan withdrawals or repayments YesNo
Charitable donations or political contributions YesNo
Medical and dental expenses YesNo
Disability credits YesNo
Additional information or notes:
Your personal tax return will be assigned to a staff accountant as soon as possible and they will contact you directly with any further questions.
Primary phone number: CellOfficeHome
Best day/time to reach you:
According to your response above, please upload the following items to your client portal:
