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Personal Info/Basic Return

Year to be filed*
Have you filed with us before?*
- New
- Prior
Are you a Canadian Citizen?*
- Yes
- No
Marital Status as of Dec 31st*
Spouses Name*
First Last
Spouses Date of Birth*
MM slash DD slash YYYY
Spouses SIN*
Spouses Net Income*
Did your Marital Status change during the year?*
- Yes
- No
Full Name*
Address*
Address 2
PO Box, Apt #, etc.
City*
Province*
Postal Code*
Home Phone*
Cell Phone
Work Phone
SIN #*
Date of Birth*
MM slash DD slash YYYY
Gender*
- Male
- Female
Email*
Residential Status*
- Resident
- Non-resident
- Deemed Resident
If client ceased to be a Resident of Canada, enter the date of entry/exit
MM slash DD slash YYYY
Home address same as mailing address?*
- Yes
- No
Is taxpayer claiming a Disability?*
- Yes
- No
T2201 on file with CRA?*
- Yes
- No
If client is deceased, enter the date of death
MM slash DD slash YYYY
Confined to prison for 6 months or more, including Dec 31st?*
- Yes
- No
Do you want Elections Canada to have name and address for the voters list?*
- Yes
- No
Do you own foreign property worth more than $100,000 CAD?*
- Yes
- No
Did you sell a home in the year?*
- Yes
- No
Do you have Dependents?*
- Yes
- No
Full Legal Names of Each Dependant Including Date of Birth*
Did you pay child care expenses during the year?*
- Yes
- No
Did anyone pay tuition during the year?*
- Yes
- No
Did you pay rent or property tax during the year?*
- Yes
- No
Did you use RRSPs to purchase a home or attend school?*
- Yes
- No
Do you pay or receive support payments?*
- Yes
- No
Do you have any of the following?*
- Charitable Donations
- Medical Expenses
- Interest on Student Loans
- Union Dues
- Public Transit Passes
- Tax paid by Installment
- None of the Above
Check all that apply
Upload any information slips (T4's, etc)
Drop files here or

Accepted file types: pdf, jpg, doc, docx, Max. file size: 1 GB, Max. files: 20.
Check if you have no income to declare for this tax year
- I have no income to declare for this tax year
How would you like to receive your return?
Select your preference*
Please Read and Sign

The undersigned certifies that the information supplied here is complete and accurate. Simple Operating Solutions will prepare your tax return based on the information supplied here by the taxpayer. Simple Operating Solutions assumes no liability for errors occurred due to lack of information supplied or misrepresentation by the Taxpayer. The undersigned agrees to pay all fees for services upon completion.
Consent*
I acknowledge the above information is true and accurate
Date*
MM slash DD slash YYYY
File Attachments
Drop files here or

Accepted file types: jpg, pdf, doc, docx, , Max. file size: 1 GB, Max. files: 10.
Please note that documents must be in a .pdf or .jpg format. If your .pdf or .jpg files will not upload, please email them to
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Simple OPerating Solutions

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MON–FRI: 9:30AM – 5:00PM

SAT: By Appointment Only

SUN: CLOSED

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Location: Cambridge, ON N1S 2C3

Contact Number:(519) 624-8375

Email: sandra.tone@simpleoperatingsolutions.com

Personal Info/Basic Return

How would you like to receive your return?

Please Read and Sign