Clients

2026 client update questionnaire.

For existing personal-tax clients. Confirm what we have on file, tell us what changed in 2026, including this year's budget changes, and tick off your slips. Questions only open up when they apply to you. About ten minutes, and it goes straight to the office.

Do not enter Social Insurance Numbers anywhere on this form. We have them on file. For slips and statements, use Webfile or bring them in. Follow-up questions appear only when they apply to you.

1. Your information

Full nameEmailCell phoneHome phone

Are you a Canadian citizen?YesNo

May CRA give your name, address, date of birth and citizenship to Elections Canada?This keeps your entry on the National Register of Electors current.YesNo

Do you qualify for the Disability Tax Credit?YesNo

Do you have access to CRA My Account?YesNo

Do you receive, or want to receive, CRA mail online through My Account?YesNo

Preferred contact if we need more informationPhoneEmail

2. Changes in 2026

Did you move?YesNo

New addressDate of move

Moved 40 km or more closer to a new job or school? Tick “Moving expenses” in section 9.

Date status changed (if in 2026)

Spouse's date of death

Did you pay spousal or child support?YesNo

Amount paid in 2026 ($)Spousal, child or both?

3. Spouse or common-law partner

Choose Married or Common-law in section 2 to fill this in. Otherwise, skip it.

4. Dependants

Do you have children or other dependants?YesNo

One row per dependant. Use “Add a dependant” for more.

Full name	Birth date	New in 2026	Post-secondary	Transfer tuition	Disability TC

5. Residency and property

Were you a resident of BC on December 31, 2026?YesNo

Province or countryDate you moved there

Are you a non-resident of Canada who owns residential property in Canada?YesNo

Did you or your immediate family hold foreign property costing over $100,000 (cash, land, investments)?YesNo

What and where (bank, brokerage, land)

Did you own an interest in a foreign affiliate at any time in 2026?YesNo

Have you added a child or other individual to the title of your home?YesNo

Who was added, and when?

Do you own a residential rental property in partnership with others?YesNo

May CRA share your name, email and postal code with BC Transplant (organ donation information)?YesNo

6. Your slips for 2026

List the slips from your 2025 return and any new ones (new job, new account, pension, EI). For each, tick whether you have the 2026 slip, have requested it, or it no longer applies. Most slips are issued by the end of February; T3 and T5013 by the end of March.

T4PS (employee profit sharing): these slips are not mailed. They must be downloaded from your Solium (Shareworks) account.

Slip	Issued by	Status

7. New for 2026: do any of these apply to you?

Changes from the federal and BC budgets. Answer Yes and a few questions open up.

Are you a tradesperson or apprentice who paid travel or lodging to work at a temporary site?Labour mobility deduction: up to $10,000 for 2026 (was $4,000). The site must be at least 120 km closer than your home (was 150 km).YesNo

Work site(s) and employerDistance from your home to the site (km)Dates you worked thereTravel, meals and lodging you paid ($)

Did your employer pay or reimburse any of it?YesNo

Were you a volunteer firefighter or search and rescue volunteer?Needs 200+ volunteer hours. The BC credit doubled for 2026.YesNo

Fire department or SAR groupVolunteer hours in 2026Honorarium or allowance received ($)

Did you work as a personal support worker in a hospital, care home or home care outside BC?New federal credit of up to $1,100 (2026 to 2030). Work done in BC does not qualify.YesNo

EmployerProvince where you worked

Does anyone in your family have dementia, Down syndrome or another serious, lasting condition, and no Disability Tax Credit?From 2026, a doctor only certifies the condition for listed conditions. Adults under the Public Guardian and Trustee can also be certified.YesNo

WhoCondition

Is this adult under the care of the Public Guardian and Trustee?YesNo

Did you renovate your home to make it safer or more accessible (age 65+ or disability)?From 2026, an expense can be claimed as a medical expense or a home accessibility expense, not both.YesNo

Who the work was forWhat was doneTotal cost ($)

Did you buy a home, or withdraw from an RRSP (Home Buyers' Plan) or FHSA to buy one?YesNo

Purchase dateAddressRRSP Home Buyers' Plan withdrawal ($)FHSA withdrawal ($)

First home you or your spouse have owned in the last 4 years?YesNo

Was it newly built or substantially renovated (bought from a builder)?First-time buyers of a new home may get a GST rebate of up to $50,000. Please send the purchase agreement.YesNo

Is a property or account in your name held for someone else, or held in someone else's name for you?Some of these (bare trusts) must file a trust return for 2026, due March 31, 2027. Joint spousal accounts and many family homes are exempt.YesNo

Property or accountWhose name is on title or the accountWho it really belongs toApproximate value ($)

Did you sell shares of a private company, a farm or fishing property, or a business to its employees?The lifetime capital gains exemption, or the employee ownership trust exemption, may apply.YesNo

What was soldDateSale price ($)

Sold to an employee ownership trust or worker co-operative?YesNo

8. Rental property

Do you own a rental property?Includes a suite in your home and short-term rentals such as Airbnb.YesNo

One block per property. Amounts are for 2026: give the total and your ownership share, or tell us which in the notes.

9. Other 2026 documents

Tick all you have.

Moving expenses

Old addressNew job, business or school (where)Km closer to the new job or schoolMoving costs paid ($)

Self-employment

Business name and what you doGross revenue ($)

Are you registered for GST?YesNo

Property sold

AddressDate soldSale price ($)Year bought and cost

Was it your home for every year you owned it?YesNo

Did you own it for less than 12 months?Homes sold within 12 months are usually taxed as business income (flipping rule) unless an exception applies.YesNo

Crypto or foreign income

Platforms or countries, and what happened (bought, sold, staked, interest)

Notes, or anything else we should know

10. Confirmation

Signature (type your full name)Date

Please fill in your name and email, type your signature, and tick the confirmation.

Sending to GPI. This can take up to a minute; please keep this page open.

Received. Thank you.

Your questionnaire is on its way to the office and a copy of this confirmation has been emailed to you. Next: send your slips through Webfile or drop them at 602 2nd Avenue. Questions: 250-423-6881.

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