Full Legal Name *

Social Insurance Number (SIN) *

Date of Birth *

Marital Status as of Dec 31 *
SingleMarriedCommon-lawSeparatedDivorcedWidowed

Email Address *

Phone Number *

Current Address *

Province of Residence as of Dec 31 *
AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince Edward IslandQuebecSaskatchewanYukon

Citizenship / Residency Status *
Canadian CitizenPermanent ResidentTemporary ResidentInternational StudentOther

Do you have a Spouse or Common-Law Partner? *
NoYes

Do you have any dependents? *
NoYes

T4 Slips (Upload)

PDF, JPG or PNG — max 1MB

Other Employment Income (tips, commissions, etc.)

EI Benefits — T4E ($)

CPP / OAS — T4A(P), T4A(OAS) ($)

Pension Income ($)

Investment Income — T3, T5 ($)

Capital Gains / Losses ($)

Foreign Income ($)

Other Income (please specify type and amount)

RRSP Contributions ($)

Union / Professional Dues ($)

Childcare Expenses ($)

Medical Expenses — Family Total ($)

Charitable Donations ($)

Tuition — T2202 ($)

Moving Expenses ($)

Support Payments — Paid or Received ($)

Do you have self-employment or business income? *
NoYes

Do you have rental income? *
NoYes

Did you own foreign property exceeding $100,000? (T1135)
NoYes

Did you sell a principal residence?
NoYes

First-time home buyer?
NoYes

Climate Action Incentive Eligibility
Not ApplicableEligible — Rural AreaEligible — Urban Area

Tax Installments Paid ($)

Carryforward Amounts (losses, tuition, RRSP room)

T4, T5, T3, T4A, T4E Slips

Business Income & Expenses Summary

Rental Income & Expenses Summary

RRSP Contribution Receipts

Tuition Fee Receipts — T2202

Rental Documents (lease, expenses, etc.)

Other Supporting Documents (business records, receipts, etc.)

I certify that the information provided in this form is complete and accurate to the best of my knowledge. *

I authorize ZB Tax to prepare and electronically file (EFILE) my tax return on my behalf. *

I consent to the collection and use of my personal information in accordance with applicable privacy laws (PIPEDA). *

Digital Signature — Type your full legal name *

Date *