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Letter of Engagement appreciate the opportunity to work with you and advise you on income tax matters. Canada Revenue Agency (CRA) imposes penalties upon taxpayers, and upon us as tax return preparers,

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How to fill out 2015 new client information

01

Start by gathering all the necessary information about the new client, such as their full name, contact details, and any additional relevant personal information.

02

Begin filling out the client information form by entering the client's full name in the designated field.

03

Provide the client's contact information, including their phone number, email address, and residential address.

04

If required, provide any additional details about the client, such as their date of birth, occupation, or referral source.

05

Double-check all the entered information for accuracy and completeness.

06

Once you have reviewed the information, submit the form or save it as per the instructions provided by the organization or system you are using.

Who needs 2015 new client information?

01

Anyone who is in a role that involves collecting and managing client information will need the 2015 new client information. This could include professionals working in various industries, such as banks, insurance companies, healthcare providers, educational institutions, or legal firms.

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