Clients

2026 client update questionnaire.

For existing personal-tax clients. Confirm what we have on file, tell us what changed in 2026 and tick off your slips. 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.

1. Your information

Full nameEmailCell phoneHome phone

Are you a Canadian citizen?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

Date status changed (if in 2026)Spouse's date of death (if applicable)

Did you pay spousal or child support?YesNo

Amount paid in 2026 ($)

3. Spouse or common-law partner (if applicable)

Full nameEmailBirth dateCell phone

Disability Tax Credit?YesNo

Access to CRA My Account?YesNo

4. Dependants

Up to three. Tick the boxes that apply.

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

If no, province or country

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

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

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.

Slip	Issued by	Status
		Have itRequestedNo longer applies
		Have itRequestedNo longer applies
		Have itRequestedNo longer applies
		Have itRequestedNo longer applies
		Have itRequestedNo longer applies
		Have itRequestedNo longer applies

7. Other 2026 documents

Tick all you have.

Notes, or anything else we should know

8. 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.

Back to client resources