Client Intake Form

1
Name* This field is required.
First Name
Middle Name
Last Name
2
Phone Number* This field is required.
3
Email* This field is required.
example@example.com
4
Please Choose All that Applies to you this year* This field is required.
Eligible Medical Expenses categorized and totalled for each person and tax year
Donations or Political contributions categorized and totalled for each person and tax year
Foreign Pension Income
RRSP Contributions
Investment Income
Investment Management Fess paid to Financial Institutions
Capital Gains or Losses from disposition of Investments and Securities
Real Estate Capital Gains Calculations and reporting (Sold Cottage or Other Income Property)
Eligible Employment Expenses categorized and totalled for each category and tax year
Rental Income and expenses categorized and totalled for each property and tax year
Self Employment / Business Income & Expenses categorized and totalled for each business activity
Self Employment / Business HST Return
Sundry Accounting to categorize and total any of the above-listed items from source documents
Other
5
Number of Tax Information SlipsPlease provide the number of T-Slips for each category when applicable.
Enter Quantity
T4
Row 0, Column 0
T4A
Row 1, Column 0
T4A(OAS)
Row 2, Column 0
T4A(P)
Row 3, Column 0
T4E
Row 4, Column 0
T4RIF
Row 5, Column 0
T4RSP
Row 6, Column 0
T5007
Row 7, Column 0
T5
Row 8, Column 0
T3
Row 9, Column 0
T5008
Row 10, Column 0
T5013
Row 11, Column 0
T2202A - Tuition Slip
Row 12, Column 0
All Other Information slips
Row 13, Column 0
T4
T4A
T4A(OAS)
T4A(P)
T4E
T4RIF
T4RSP
T5007
T5
T3
T5008
T5013
T2202A - Tuition Slip
All Other Information slips
Enter Quantity
Row 0, Column 0
Enter Quantity
Row 1, Column 0
Enter Quantity
Row 2, Column 0
Enter Quantity
Row 3, Column 0
Enter Quantity
Row 4, Column 0
Enter Quantity
Row 5, Column 0
Enter Quantity
Row 6, Column 0
Enter Quantity
Row 7, Column 0
Enter Quantity
Row 8, Column 0
Enter Quantity
Row 9, Column 0
Enter Quantity
Row 10, Column 0
Enter Quantity
Row 11, Column 0
Enter Quantity
Row 12, Column 0
Enter Quantity
Row 13, Column 0
1 of 14
6
Did you sell a principal residence home in the tax year? (If yes, provide additional documents pertaining to the purchase and sale of the property)* This field is required.
YESNO
7
Did you own any foreign income-generating assets at any time in the tax year or any other foreign assets with a combined cost of more than $100,000? (If yes, provide details)* This field is required.
YESNO
8
Terms and Conditions* This field is required.I acknowledge that all information provided herein is true and was provided to PROFIT ACCOUNTING for facilitating a fee estimate for income tax preparation.
Should be Empty: