Personal Activities Form

Online Form of Personal Tax

Fill Out the Online form of Personal Tax

Personal Tax Form

Taxpayer Personal Information

Sin

Title

First Name

Last Name

Last name changed in 2023?

Do you want to change your address?

Care of

Street address

P.O. Box

City

Province

Postal code

Country (other than Canada)

Primary Phone

Birth date

Date of Death

Age

Province or territory where taxpayer resides if different from mailing address.

Residency with non-Canadian mailing address

CRA online mail:

Email address:

Marital status

If status changed in 2023, enter date of change

Were you married or living common-law at any time in this tax year?

Province of residence on 2023/12/31

Province of self-employment

If you became or ceased to be a Canadian resident in 2023, enter date of:

Are you a non-resident?

Residency status

Did you dispose of a property (or properties) in 2023 for which you are claiming a principal residence exemption?

Use preparer address for:

Filing

EFILE this return?

Did the taxpayer electronically sign the T183?

If multiple tax year returns are being filed in the same process year, the Canada Revenue Agency requires all prior year returns to be filed in chronological order. Please confirm the following question:

EFILE multiple years?

If an income tax return is being filed with the Canada Revenue Agency for the first time (a paper return was never filed and a return hasn’t been electronically filed by a tax preparer), please agree to the following statement:

An income tax return is being filed with the CRA for the first time

A TP-1 income tax return is being filed with Revenu Quebec for the first time

Amended return? (T1ReFile)

Authorization for preparer to be contacted by the CRA to request supporting documents for pre-assessment or post-assessment reviews

Did the taxpayer electronically sign the RC71?

Is return completed under the CRA's volunteer program?

Is a fee charged for preparing this tax return?

Were you confined to a prison or similar institution: - for a period of 90 days or more during the year? (Schedule 6 & GST / HST Credit)

If your province or territory of residence changed in 2023, enter the date of your move.

Is the home address the same as the mailing address ?

Are you a Canadian Citizen?

As a Canadian citizen, do you authorize the Canada Revenue Agency to give your name, address, date of birth, and citizenship to Elections Canada to update the National Register of Electors or, if you are aged 14 to 17, to update the Register of Future Electors?

Did taxpayer own specified foreign property at any time in 2023 with a total cost of more than CAN$100,000?

Did taxpayer own an interest in a foreign affiliate at any time in 2023?

Is taxpayer's income zero?

Claim disability amount?

If yes, is this a first year claim?

Mentally or physically infirm?

Is this an Early Filed or Elective deceased return?

Federal

T1 EFILE/ReFILE confirmation number:

T1134 EFILE confirmation number:

T1135 EFILE confirmation number:

T1PAD confirmation number:

Authorize representative EFILE confirmation number:

Cancel representative EFILE confirmation number:

Business consent EFILE confirmation number:

Cancel business consent EFILE confirmation number:

Québec

TP1 NetFile confirmation number:

MR69 confirmation number:

Spousal information

SIN

Title

First Name

Last Name

Care of

Street address

P.O. Box

City

Province

Postal code

Primary phone

Birth date

Date of Death

Net income

Spouse's province of residence on 2023/12/31

Is spouse's net income zero?

Spouse self-employed in 2023?

Additional contact information

Work phone number

Fax number

Secondary phone

Mailing label

Joint names

Address

P.O. Box

City

Province

Postal code

Joint Salutation

Client Salutation

Client letter type

Use joint invoice?

Office Use

Preparer ID

Partner ID

Reviewer ID

Office number

Client reference #

Authorization

Form

Authorize

Business consent

MR69

Year last submitted

Expiration year

Authorization level

Preparer Information

Name

Firm

Street address

P.O. Box

City

Province

Postal code

Phone

Fax

Business Number

Rep ID

Group ID

Discounter information

Name

Firm

Street address

P.O. Box

City

Province

Postal code

Phone

Fax

Discounter Registration Number

Trustee information

Name

Firm

Street address

P.O. Box

City

Province

Postal code

Phone

Fax

License Number

Firm Number

About Umana Services

Location

Email Address

Make A Call

Personal Activities Form

Fill Out the Online form of Personal Tax

Taxpayer Personal Information

Filing

Federal

Québec

Spousal information

Additional contact information

Mailing label

Office Use

Authorization

Form

Authorize

Business consent

MR69

Year last submitted

Expiration year

Authorization level

Preparer Information

Discounter information

Trustee information

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