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RBC Dominion Securities Inc. Client Guide to 2015 Tax R eportingCLIENT GUIDE TO 2015 TAX REPORTING 2Table of Contents Introduction.
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01
To fill out the client guide to 2015, follow these steps:
02
Start by gathering all the necessary information about the client's financial situation and goals for the year 2015.
03
Begin the guide by providing the client's personal information, such as name, address, contact details, and social security number.
04
Move on to documenting the client's income sources, including employment, investments, and any other relevant sources of income.
05
Mention any deductions or exemptions that the client may be eligible for, such as dependents, education expenses, or health-related deductions.
06
Proceed to itemize the client's expenses, including housing, transportation, healthcare, and any other significant expenses.
07
Clearly outline any investments or assets owned by the client, along with their current value.
08
Include information about any outstanding debts or liabilities that the client has, such as mortgages, loans, or credit card debts.
09
Provide a summary of the client's financial situation, highlighting important points and discussing potential strategies for the year 2015.
10
Conclude the guide by seeking the client's signature and ensuring that all necessary supporting documents are attached.
11
Review the guide with the client, addressing any questions or concerns they may have before finalizing the document.

Who needs client guide to 2015?

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The client guide to 2015 is beneficial for anyone who wants to effectively plan their financial goals for the year. It is particularly useful for individuals or businesses working with financial advisors or accountants. Anyone seeking to optimize their financial situation, create a budget, or make informed financial decisions can benefit from using this guide.
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The client guide to tax is a document that provides information and guidance to clients on how to file their taxes.
Anyone who has received income and is required to file taxes is required to file the client guide to tax.
To fill out the client guide to tax, taxpayers need to gather all necessary financial information and follow the instructions provided in the guide.
The purpose of the client guide to tax is to help taxpayers understand their tax obligations and assist them in accurately reporting their income and deductions.
Taxpayers must report all sources of income, including wages, investments, and self-employment income, as well as any deductions or credits they are eligible for.
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