Client Information First name Last name Current address City Province Postal code Date of birth Phone Email address Are you Canadian Citizen? Yes No As a Canadian citizen, do you authorize the Canada Revenue Agency to give your name, address, date of birth, and citizenship to Elections Canada to update the National Register of Electors or, if you are aged 14 to 17, to update the Register of Future Electors? Yes No Do you authorize the CRA to share your name and email address with Alberta Health for the purpose of being contacted by email about organ and tissue donation? Yes No Tax Year 2025 Questions Did you dispose of a property (or properties) in 2025 for which you are claiming a principal residence exemption? Yes No Did you dispose of a housing unit (including a rental property) or rights to purchase a property in 2025? Yes No Did you own specified foreign property at any time in 2025 with a total cost of more than CAN$100,000? Yes No Did you own an interest in a foreign affiliate at any time in 2025? Yes No First Home Savings Account (FHSA) Did you open your first FHSA in 2025? Yes No If Yes, indicate the year you opened your first FHSA / became a successor holder: Do you have CRA online account? Yes No Are you claiming disability amount? 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 Do you have any dependants? Yes No 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? Yes No Rental property? Yes No 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.