Phone Number *
Other Method of Contact (Please Specify)
Is your residence address the same as your mailing address? * Yes Yes No
Is this your first time filing a Canadian tax return? * Yes Yes No
Did you file a 2021 Canadian tax return? * Yes Yes No
If filing for multiple years, please indicate which province you were a resident of for each year.
Are you a Canadian citizen? * Yes Yes No
Did you immigrate in the year of filing? Yes, I immigrated within the year(s) I am filing for. Yes, I immigrated within the year(s) I am filing for. No, I did not immigrate within the year(s) I am filing for.
Are you filing any tax returns outside of Canada? * Yes Yes No
If yes, in what countries will you be filing?
Marital Status (as of Dec 31, 2022) * Single Single Married Common-law Separated Divorced Widowed Not sure / Need to clarify
Did your marital status change during any of the years you are filing for? * Yes Yes No
Spouse/Partner's SIN (if applicable)
Will you be filing your return together with your partner/spouse? * Yes, we will both be filing with Leong & Murphy. Yes, we will both be filing with Leong & Murphy. No, they will be filing their return on their own.
If no, please enter Net Income of partner/spouse (as per line 23600) *
Please record the following: dependents' full name, date of birth, nature of relationship, SIN number (if applicable), and net income (if applicable). *
After we apply tuition credits on your return, you have the option of transferring any remaining credits to another individual. Would you like to transfer any unused tuition credits to an immediate parent or spouse? * Yes, I would like to transfer credits. Yes, I would like to transfer credits. No, I would like to carry them forward I am unsure or I do not understand how this works
I am transferring my tuition credits to my... *
Federal Amount to Transfer (max. $5,000)
Provincial Amount to Transfer (max. $5,000)
What deduction/credit are you looking to claim? *
If there is anything else you would like us to know about, please include it here:
Digital signature *
How did you find out about us? Friends/Family Friends/Family Facebook Google Nextdoor Other
Please specify.