Client Intake Form 2021

2024 TAX INTAKE FORM

Simply fill in the form below and hit ‘Submit’. We will receive your form via secure email.
Your Name

First NameLast NameSuffix
Social Insurance Number (SIN)
Date of Birth

MonthDayYear
Occupation
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Current Address

NO P O BOX/ PHYSICAL ADDRESS ONLY

Street Address Line 2

CityProvince

Postal Code
Did your address change in 2024?
Province of Residence on December 31, 2024
Current Marital Status
Did Your Martial Status Change in 2024?
Spouse's Name

First NameLast NameSuffix
Social Insurance Number (SIN)
Date of Birth

MonthDayYear
Occupation
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Current Address

NO P O BOX/ PHYSICAL ADDRESS ONLY

Street Address Line 2

CityProvince

Postal Code
Spouse Net Income if filing separated
Do you have any dependant?
Dependant 1

First NameLast NameSuffix
Social Security Number
Date of Birth (DOB)

MonthDayYear
Relationship
Dependant 2

First NameLast NameSuffix
Social Security Number
Date of Birth (DOB)

MonthDayYear
Relationship
Dependant 3

First NameLast NameSuffix
Date of Birth (DOB)

MonthDayYear
Social Security Number
Relationship
IF YOU ARE CLAIMING A DEPENDANT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDANT RELATIONSHIP. PER THE CRA REQUEST, YOU MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDANT BUT YOURSELF.
If claiming son/daughter, where is the other parent of the dependant/dependants? Is the other parent providing any financial support?
If claiming brother or sister, how are you related to the dependant? Why are the parents not claiming the dependant/dependants?
Tax Interview
Any disability or Infirmity in your household?
Are you a Canadian Citizen ?
Do you agree to Canada Revenue Agency providing your name, address, and date of birth to Election Canada for the National Register of Electors?
Immigrated or emigrated in the year?
Entry date to Canada

YearMonthDay
Date
Upload void check to set up direct deposit

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Net world income during 2023 (in Canadian dollars)
Holding foreign property cost over 100 000$ CAD?
Change marital status in the tax year?
Do you have any Income reported on T-slips?
Provide all Slips here (Example T4, T4A, T3, T5, T5008 or others)

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Income - Please check in you have one or more
Please provide your business name, number and address.
Do you have any RRSP contributions?
Did you make tuition payments and received a T2202 Form last year?
Expenses
Rent paid during the year
Lanlord

2024 TAX INTAKE FORM

Tax Interview