WARETAX PC | Cross-Border Client Organizer
This organizer is designed to help with collecting the info needed to properly draft your US tax returns. It's intentionally kept as simple as possible, so I may need to follow up with you for more details after you've filled this out. -Cameron
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GENERAL INFO:
What's your full name? *
Best email address to reach you at? *
Current mailing address? *
Best phone number to reach you at? *
Marital status at end of tax year. *
Are you a US citizen? *
Do you have a Green Card? *
Do you have a US Social Security Number? (SSN) *
Country that you claim residence in? *
Where you  "Normally" live: where's your family, kids, dog, house, hobbies, driver's license etc?
U.S. JOB/ASSIGNMENTS (IF APPLICABLE)
What's your profession?
What's the purpose of your assignment to the US? 
What type of work/gig were you doing during your stint in the US?
What was your visa type at the end of the tax year?
What date did your US job/assignment generally start?
When is the job/assignment projected to end?
DAYS IN THE U.S. (IF APPLICABLE)
How many days were you in the US for 2023?
How many days were you in the US for 2022?
How many days were you in the US for 2021?
RANDOM (BUT IMPORTANT) QUESTIONS:
Did you hold any cryptocurrency during the year? *
Sell any real estate, or your principal residence, during the year? *
Have any Canadian capital gains on investments? *
Make any U.S. tax instalments? When and how much?
NON-U.S/FOREIGN ACCOUNTS AND HOLDINGS:
Just a heads-up that the accounts listed below can sometimes require extra disclosures or filings. So that's why I have to ask these. You'll may need to assemble and send over relevant paperwork to properly complete your file. 
Did you hold any RRSP or RRIF accounts during the year? *
Did you hold any TFSA's or RESP's during the year? *
Did you hold any Canadian mutual funds, ETF's, or other Non-US investment accounts during the year? *
Did you have foreign pension income? CPP, OAS, other pension? *
Did you hold any life insurance policies with a cash surrender value? *
Did you hold non-US real estate or rental properties? 
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Did you have an interest in a Canadian trust, or other non-US trust? *
Did you have an interest in a closely-held Canadian Corporation, or other non-US corporation? *
In other words were you a director, shareholder, etc of a Canadian corporation.
FINISHED!
You made it to the end. That should cover the basics needed to start on your US return, but if I'm missing anything or need more info, I'll contact you directly. 

If there's anything else you'd like to comment on or let me know about, please add it below. 
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This form was created inside of Cameron Ware WareTax.