Tax Form

Sit down with a Tax Expert

Visit one of our offices and sit down in a sanitized environment with safety shields in place and speak with a tax pro who will answer all the questions you have. Don’t forget your mask!

Drop and Go

Print and fill out this form. Put it in an envelope along with your tax documents, drop it in our secure dropbox just inside our front door during business hours and go! We will call you to discuss your return.

Remote Drop Off

Fill out our form online and add your tax documents digitally. Sit back in your PJs and sip coffee! We’ll email you the finished product!

Step 1 of 10

10%

Email*
Returning Client*
- Yes
- No
Where did you hear of us?

Year(s) to Prepare:*
- 2012
- 2013
- 2014
- 2015
- 2016
- 2017
- 2018
- 2019
- 2020
- 2021
- 2022
- 2023
US NR Return
- Yes

Name*
First Last
Phone
Cell Phone
Date of Birth*
Month
Day
Year
Address*
Street Address Address Line 2 City Postal Code Country
Change of address?*
- Yes
- No
Change of Address Date*
Month
Day
Year
New Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Social Insurance Number*

Select Your Marital Status*
Did you recently changed your Marital status?*
Date*
Month
Day
Year
Are we preparing spouse's return?*
What was your spouse's net income?
Spouse's Name?
First Last
Spouse's Date of Birth*
MM slash DD slash YYYY

Child Care*
- Yes
- No
Dependent Children
Name Male/Female Net Income DOB Eligible Dependent Child Care
Did you work from home in 2020?*
- Yes
- No
Are you a Canadian Citizen?*
- Yes
- No
Is your Spouse/Common-law a Canadian Citizen?
Elections Canada Consent*
- Yes
- No
Do you agree to CRA providing, over the next 12 months your name, address, and date of birth to Elections Canada to help keep up to date your information currently on the National Register of Electors?

Foriegn Assets*
- Yes
- No
Did you own or hold foreign property at any time in 2019 with a total cost of more than CAN $100,000.00?
Dispose of property:*
- Yes
- No
Did you dispose of property(s) in 2020 for which you are claiming a principal residence exemption?
List of Disposed Properties
Property Address Price sold for

Taxes paid by Installments?*
- Yes
- No
How much?

Rental, Farming, Self Employment, Commission Income*
- Yes
- No
Is there any income from Rentals, Farming, Self Employment, Commission?
Other Income: Source
- Rental
- Self Employment
- Farming
- Commision
Are you GST registered?
- Yes
- No
Business Number*
Commission Income:
Amount GST #

Multiple income sources? Add a new line.
Commission Income:
Amount

Multiple income sources? Add a new line.

NORTHERN RESIDENTS:*
- Yes
- No
Date Arrived:
Month
Day
Year
Date Left:
Month
Day
Year
Northern Resident Address:
Street Address Address Line 2 City Country
Area

Please attach any relevant documentation
Drop files here or

Accepted file types: pdf, doc, docx, xls, xlsx, jpg, gif, png, Max. file size: 10 MB, Max. files: 20.

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Sit down with a Tax Expert

Visit one of our offices and sit down in a sanitized environment with safety shields in place and speak with a tax pro who will answer all the questions you have. Don’t forget your mask!

Call Us or Visit Nearest Location

North Edmonton Branch

8207-137 Avenue, Lower Level
Edmonton, AB T5E 1Y1
Phone: (780) 475-8915
Fax: (780) 476-1403

South Edmonton Branch

6823-104th Street
Edmonton, AB T6H 2L5
Phone: (780) 469-1170
Fax: (780) 469-3543

Sherwood Park Branch

2016 Sherwood Drive, Box 21
Lower Concourse
Sherwood Park, AB T8A 3X3
Phone: (780) 464-7007
Fax: (780) 449-1320

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Drop in and drop off.

Quick

Drop-off your documents, we take care of the rest.

Reliable

The same great service you expect from our seasoned tax experts.

Accurate

We stand behind all of our work with our Smarttax Guarantee.

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Remote Drop Off

Fill out our form online and add your tax documents digitally. Sit back in your PJs and sip coffee! We’ll email you the finished product!

Name	Male/Female	Net Income	DOB	Eligible Dependent	Child Care

Property Address	Price sold for

Amount	GST #

Amount