Forms - Unbordered Tax

Client Forms

01 – Client Information Form

02 – Personal Information Update (Returning)

03 – Form 1040NR – Information Required

04 – U.S. Rental Property Information Form

05 – Questionnaire – Tax Issues

06 – Questionnaire – Canadian Tax Deductions and Credits

07 – Location Form

08 – Direct Deposit or Withdrawal for Canada

09 – FinCEN Form 114 (FBAR) – Non-U.S. Account Information

10 – Financial Assets Outside Accounts (Form 8938)

11 – U.S. Child Tax Credit and Other Dependent Credit Eligibility

12 – Canadian Foreign Asset Form (T1135)

13 – Roth IRA – One-Time Election

14 – Things You Owned When You Left Canada

15 – US Expatriation Checklist for Form 8854

16 – Information Request Re Cross-Border Employment

17 – Questions Re Tax Residency Transition

18 – Direct Deposit or Withdrawal for U.S.