Secure Client Update | KBH Chartered Professional Accountants

Your Name:

Confirm your address

Email address

Phone

Who should we contact regarding this/your personal tax return:

Did you have a change in marital status? If yes, how and what month?

Do you have any new dependents? If yes, name and date of birth:

Do you have a short term rental property (property that is rented for a period of less than 90 days at a time)?

Yes

If yes, is your property in compliance with all provincial and municipal laws (registration, licensing and permitting) AND do you have support to prove the property is compliant (please retain the documentation in case CRA requests it)?

Yes

Did you sell your personal residence in 2024? (CRA requires that this be reported)

Do you have foreign property (cash, real estate, investments)? If yes, please indicate what (personal use real estate is exempt)

What is your preferred delivery method:

Paperless (via Portal and Docusign)

Paper