Personal Tax Clients
Fill this for your personal tax information
Before we prepare your 2025 T1 return, we need your details on file. The form is mostly simple yes-or-no questions about your year, so you do not need to work out any figures. Keep your SIN and date of birth handy. It takes about 10 minutes.
- Your status in Canada, SIN, date of birth, and address as at 31 December
- Marital status, your spouse's details, and your children
- Income to declare — investments, scholarships, foreign property, and gig work such as Uber or DoorDash
- What you can claim — RRSP, FHSA, medical, donations, union dues, work from home, moving, and buying or selling a home
Please note: the form does not accept file attachments. Send us your slips and receipts separately once you have submitted it.
How it works
1
Answer the questions online. Most are a simple yes or no.
2
Submit it. We will then tell you exactly which slips and receipts to send us.
3
We prepare your return and send it to you for approval before anything is filed.
Submitted over a secure connection to Cognito Forms and accessible only to PPND staff.