Tax Intake | Del Rayo Tax & Professional Services

Tax Year

Email *

Preferred Name

First Name *

Initial

Last Name *

Gender *

Full Legal Name *

Date of Birth *

SIN *

Marital Status

Marital status changed in tax year

Unit No.

Street *

City *

Province *

Postal Code *

Phone Number *

Legal Status in Canada

Legal status changed during tax year

Do you have dependents?

Sold principal residence

Received CRA correspondence

Owns foreign property

Opened a FHSA in this tax year

Investment Documents

T5

Has rental income

Self-employed

I am a new client

Referral Source

Referred By

Ease of Completion (1-5)

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Tax Intake Form