The following tax questionnaires are provided to assist you in collecting your tax information to submit to us.
You may select from the following tax questionnaires based on your personal situation. If you are unsure as to which tax questionnaire to use, please contact your tax preparer or contact us at reception@skltax.com
A fillable PDF version of each tax questionnaire is also available in addition to the traditional version that can be printed and completed manually. To ensure optimal results when using the fillable PDF version, we suggest that you use either Adobe Acrobat DC or Adobe Acrobat Reader DC to complete the form.
Adobe Acrobat Reader DC can be downloaded by going to https://get.adobe.com/reader/
Version A – Canada and US Comprehensive (mainly for US citizens / green card holders living in Canada)
Tax Questionnaire (print and complete)
Tax Questionnaire (fillable PDF)
Important Information and Dates
Version B – US Only (for US citizen/green card holders living in Canada who only require US tax preparation services)
Tax Questionnaire (print and complete)
Tax Questionnaire (fillable PDF)
Important Information and Dates
Version C – Canada Only
Tax Questionnaire (print and complete)
Tax Questionnaire (fillable PDF)
Important Information and Dates
Version D – Taxpayers living in the U.S.
Tax Questionnaire (print and complete)
Tax Questionnaire (fillable PDF)
Important Information and Dates
1040NR Supplement (For non-US citizens/green card holders who have US source income)
Tax Questionnaire (print and complete)
Tax Questionnaire (fillable PDF)
Important Information and Dates
Standalone Engagement Letter Only (For use only if instructed by your tax preparer)
Engagement Letter Only