Arjun Sharma

Individual

✉ arjun.sharma@example.com☎ (416) 555-0142📍 Mississauga, ONClient since 2019

SIN on fileLicence / DOB2 dependents

2024 STATUSUnder Review

Tax years

Intake100%

Documents9/9

Businesses0

Rentals0

Requests to client

0 open · 2024 & ongoing

Ongoing

Please upload the family's medical expense receipts.Document · 2024 · Mar 21↳ Uploaded — receipts bundled in medical.pdfAnswered

Any change to marital status or new dependents this year?Question · 2024 · Mar 20↳ No changes from last year.Answered

Identity & Personal

SIN documentSIN_card.pdf · Feb 18View ↗

Driver's licence / DOBdrivers_licence.jpg · Feb 18View ↗

Current addressView ↗

Prior-year tax returnT1_2023.pdf · Feb 18View ↗

Income Slips

T4 — employmentT4_2024.pdf · Mar 02View ↗

T4A / pensionN/A

T5 — investmentT5_2024.pdf · Mar 04View ↗

T3 — trustN/A

T2202 — tuitionT2202.pdf · Mar 05N/A

T2200 — employment expensesN/A

Deductions & Credits

RRSP contributionsRRSP_slip.pdf · Mar 01View ↗

Charitable donationsView ↗

Medical expensesView ↗

Student loan interestN/A

FHSA contributionsN/A

Property tax billN/A

Rent paidN/A

Did you open an FHSA account? Any 2024 contributions?Yes — opened 2023, contributed $8,000 in 2024

Did you pay rent in 2024 you'd like to claim (ON)?N/A — own home

—Did you move 40km+ closer to work or school?Marked N/A

—Any self-employment / business income?Marked N/A

Uploaded T5 — investment slipclient · Today, 9:14 AM

Completed income questionnaire for 2024client · Today, 9:12 AM

Submitted 2024 documents for reviewclient · Mar 22

Raveesh requested medical expense receiptsstaff · Mar 20

2024 return opened — annual request sentsystem · Feb 18