Client Intake Form 2021

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.

Current Address*

NO P O BOX/ PHYSICAL ADDRESS ONLY

Street Address Line 2

CityProvince

Postal Code

Did your address change in 2024?

YesNo

Province of Residence on December 31, 2024*

Current Marital Status*

Did Your Martial Status Change in 2024?

YesNo

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.

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?*

YesNo

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?

Any disability or Infirmity in your household?

YesNo

Are you a Canadian Citizen ?

YesNo

Do you agree to Canada Revenue Agency providing your name, address, and date of birth to Election Canada for the National Register of Electors?

YesNo

Immigrated or emigrated in the year?

YesNo

Entry date to Canada

Date

Upload void check to set up direct deposit

Net world income during 2023 (in Canadian dollars)

Holding foreign property cost over 100 000$ CAD?

YesNo

Change marital status in the tax year?

YesNo

Do you have any Income reported on T-slips?

YesNo

Provide all Slips here (Example T4, T4A, T3, T5, T5008 or others)

Income - Please check in you have one or more

Please provide your business name, number and address.

Do you have any RRSP contributions?

YESNO

Did you make tuition payments and received a T2202 Form last year?*

YESNO

Expenses

Rent paid during the year

Lanlord

2024 TAX INTAKE FORM

Tax Interview