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Accounting and tax services for small businesses, self-employees and individuals

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Home
Services
- Bookkeeping
- Tax
- Accounting
- Payroll
Blog
- English
- Farsi
More
- About Us
- Contact Us
- Useful links
- Checklist
- FAQ

Taxpayer personal information

Taxypayer information form – Step 1 of 9

Please remember to upload your ID Card, T4s, T5s, and T3s forms, Medical expenses, your notice of assessment (previous year if available) and other related documents.

Name *

First

Last

Birthdate *

Mailing Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Phone *

Email *

Are you a Canadian citizen? *

Yes
No

Did you become a resident of Canada in 2023?

Yes
No

Date *

Marital status on Dec 31, 2023 *

Single
Common-low partner
Married
Separtated
Divorced
Widowed

Change of civil status in 2023? *

No
Yes

Previous Status in 2023? *

Spouse's information:

Name *

First

Last

Spouse's Date of Birth *

Is the spouse’s tax return done by Maxtop? *

Yes
No

2023 Spouse’s Net income: $ *

Spouse's Phone *

Spouse's Email *

Tax History:

Did you own or hold more than $100.000 of foreign assets?

Yes
No

Did you buy a home for the first time in 2023?

Yes
No

Did you sell the property as a principal residence in 2023?

Yes
No

Do you wish to receive a call from the accountant?

Yes
No

Are you a non-resident of Canada for tax purposes?

Yes
No

I wish to receive copies of my tax return by

Email
Mail 5$
In-person- 5$

Preferred method of payment?

Debit
Credit card
Interac email transfer
In person

Dependendants

Do you have any dependendant?

Yes
No

Gender *

Male
Female

Name *

First

Last

Birthdate *

Want to add another dependant(2nd)?

Yes

Gender *

Male
Female

Name *

First

Last

Birthdate *

Want to add another dependant(3rd)?

Yes

Gender *

Male
Female

Name *

First

Last

Birthdate *

Want to add another dependant(4th)?

Yes

Gender *

Male
Female

Name *

First

Last

Birthdate *

Are you a self employee?

Yes

Business name (If different from the personal name):

Note about business:

Is statement of income and expenses already prepared ? *

Yes, please submit the statement of income and expenses
No, please send or drop off all your receipts (accounting fee. $15/15 minutes)
No, please send or drop off all your receipts (I would like to ask for a cost estimate)

Type of business: *

Rental income during the last year?

Yes

Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Percentage of personal usage *

Percentage of ownership *

Other rental income during the last year(2nd)?

Yes

Address(2nd) *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Percentage of personal usage (2nd) *

Percentage of ownership (2nd) *

Other rental income during the last year(3rd)?

Yes

Address(3rd) *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Percentage of personal usage (3rd) *

Percentage of ownership (3rd) *

Please remember to upload your ID Card, T4s, T5s, and T3s forms, Medical expenses, your notice of assessment (previous year if available) and other related documents.

Please upload your documents here:

Click or drag files to this area to upload. You can upload up to 10 files.

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I confirm that all the information in the form and the attached files are correct and accurate. *

Yes

Maxtop Financial services Ltd.

Email: info@maxtop.ca
Address: 2951 silver springs Blvd, Coquitlam, V3E 3S4, CA
Phone: 236-777-9085

Business Hours

Monday-Friday

9:00-18:00

Saturday-Sunday

Closed

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