Forms ....
Note: When sending documents back to The Expatriate Group please scan and e-mail back to info@expat.ca.
New Client Information
Client Review - Form 1a and 1b
Dreams and Goals - Form 2a and 2b
Asset Inventory
Risk Analysis - Form 3
(PFR) Personal Financial Review Form
Must Be Completed for Tax Return
2010 TAX Check List
Change of Address - T1013 - Authorization to do taxes (pdf)
Supporting Documents for Expat Tax Clients
NR73 - Determination of Residency Status
Deemed Disposition
NR6 - Rental Properties Checklist - How to Complete an NR6
Direct Deposit - Individual T1-DD (1) E (09)
Rental T1161 - 2010 P5 (1)