1 Provide Your Information

2 Verify Your SIN & Sign Authorization

Step 1 of 2 – Provide Your Information

By registering you authorize PersonalBanker to access your CRA file as an authorized representative
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Tax Year
Have you been married during the last 10 years?
Marital Status
Spouse Name
Spouse DOB
Invite your spouse to sign up for better results?
Spouse Email
How many children do you have?
First Name
Last Name
Date of birth
Custody Type
Do you currently or have you ever paid child support?
Select Starting Year
Do you financially support or house your parents or anyone in your extended family
No of Dependants
Name
Date of Birth
Relationship
Support
Did you Buy/Sell a home in the last 10 years?
Select the years you bought a home
Select the years you sold a home
Have you ever filed bankruptcy?
Still making payments?
Who is your trustee?
Are you a Canadian Citizen?
Can CRA give your information to Elections Canada?
Do you own Foreign Property values at over $100,000?
Value of the Property?
Do you agree to to receive online mail from CRA?

Document Checklist

Income (select all that apply)
Receipts/ Deductions/ Credits (select all that apply)
Other Information (select all that apply)
Self-Employed (select all that apply)
Tax Documents
Is there any other information you would like to share with us?

PersonalBanker Tax Reclaim was ready to work with me and they told me exactly How mutch I could get back and what i did wrong.

James, Toronto Resident

Fran, Mississauga Resident PersonalBanker Tax Reclaim was ready to work with me and they told me exactly How mutch I could get back and what i did wrong.

Your benefit is our first priority

We are committed to your satisfaction in providing the best experience when using our service. Register with us and we will be working on your tax reclaim right away. You do not need to provide any of your previous tax files or documents. Unless you would like to see us in person you do not need to come to our office.

We are committed to your satisfaction in providing the best experience when using our service. Register with us and we will be working on your tax reclaim right away. You do not need to provide any of your previous tax files or documents. Unless you would like to see us in person you do not need to come to our office.