Accountify.ca

Client Registration Form (Tax)

Tax Client Registration Form

Personal Information

Do you have any dependents?
Is your home address is same as your mailing address?

Other Information

Did your province of residence change during 2023?
Did you own foreign property valued at over $100,000 at any point during 2023?
Did you immigrate in Canada in 2023?
Did you dispose of a residence held for personal use in 2023?
Are you a Canadian Citizen?
Provide Info to Elections Canada
Does CRA have your name, current address, date of birth, and direct deposit information?
Are you registered with CRA My Account?
Would you prefer to receive NOA online through CRA My Account?

Tax Credits Information

Did you incur any of the following expenses in the tax year? (Check the applicable boxes)

Spouse Information

Do you want to file your tax return jointly with your partner/spouse?
Check the conditions that apply to your spouse

Dependent Information

Files Upload

Maximum file size: 20.97MB

TERMS AND CONDITIONS / PRIVACY CONSENT

By submitting this form, I acknowledge and agree to engage the tax filing services provided by Accountify. I understand that my information will be used solely for tax filing purposes and will be treated confidentially.

I acknowledge that while measures will be taken to protect my information, absolute security cannot be guaranteed. Therefore, I hereby waive any and all claims, damages, or liabilities, including but not limited to those arising from data breaches or leaks, against Accountify, its employees, agents, and affiliates.

My participation is voluntary, and I commit to availing the services until completion once the form is submitted. I consent to the use of my information as outlined above.

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