Inquiry Form – Summit Financial Services

Full Legal Name*
Prefix First Last
Email*
Mobile Phone*
Birth Date*
Date Format: YYYY slash MM slash DD
Mailing Address*
Street / PO Box City State / Province / Region ZIP / Postal Code Country
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Marital Status*
Did your Martial Status change in 2022?*
Are you a Canadian Citizen*
If No, Date Entered Canada in 2022, if applicable
Date Format: MM slash DD slash YYYY
Do you have dependants?*
If yes, add a dependant?*
Name (Dependant #1)*
SIN # (Dependant #1)*
Date of Birth (Dependant #1)*
Would you like to add a 2nd Dependant?*
Name (Dependant #2)*
SIN # (Dependant #2)*
Date of Birth (Dependant #2)*
If yes, did you have childcare expenses
Do you own foreign property at any time in 2022 more than $100,000?*
Would you like to sign up for CRA online mail?*
Would you like to provide your information to Elections Canada?*
Income
Did you receive income slips for 2022?*
If yes, select the appropriate slips
- T3
- T4
- T4E
- T5
- T4RSP
- Other
Did you receive income from other sources, ex. gratuities?*
Did you have self-employment or rental income?*
Expenses and Deductions
Did you make RRSP contributions?*
Did you have moving expenses?*
Did you have employment expenses?*
Are you eligible for the First-Time Home Buyers Tax Credit?*
Did you make any tax instalment payments*
Non-Refundable Credits
Did you make any charitable donations?*
Are you a volunteer firefighter?*
Did you pay tuition and receive a T2202a?*
Did you have medical expenses?*
Is there any other information regarding your tax situation we should know?

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