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:

Paperless (via the portal and Docusign, please fill out the Portal Request Access Form)

Paper

Did you sell your personal residence in 2022? (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)

Are you on the title for any residential properties? If yes, please provide a description