The Tax panel collects essential personal details about the account holder, such as Citizenship, residency, and tax identification details for regulatory reporting. This information is critical for identity verification, compliance, and client communication.
If the client’s details already exist within the CRM, the information in this panel will auto-populate. You must still open the panel to review, verify accuracy, and click Save to mark it complete.
Filling Out Tax Information
Enter the client’s Tax details into the provided fields:
- Is the client a Canadian Citizen?: Please select Yes or no.
- Is the client a Canadian Resident?: Please select Yes or no.
- SIN: Please enter the client's SIN number. (This should be a nine digit number)
- Is the client a US Citizen?: Please select Yes or no.
- Is the client a US Resident?: Please select Yes or no.
- Is the client a citizen of any country other than Canada or the US: Please select Yes or no.
- Is the client a resident of any country other than Canada or the US?: Please select Yes or no.
Please Note: The client`s country of residence must be consistent with their primary address - changes can be made from the Address details panel.
Saving the Panel
After completing all required fields:
- Click Save to lock in the provided details.
- The panel status will update from Incomplete (yellow) to Complete (green) upon successful saving.
Example of Completed Tax Panel
