CBS Personal Tax Client Intake Form

Personal Tax Client Intake Form
As a Personal Income Tax Client, we need to collect the following information from you in order to begin to prepare your income tax return. Please do not submit until you have everything received and ready.

Important: We require one form per person per tax year for whom we are preparing taxes. The taxpayer must submit their own information as there are places where they must digitally sign.
Are you the taxpayer?
Please have the taxpayer submit as there are places that they must digitally sign during this process.

Please first review the Final Tax Checklist https://bit.ly/342egDr to ensure you have everything ready to submit.
Have you reviewed our final tax checklist to ensure you have everything you need to submit?

Returning tax clientNew tax client

Self-Employment Business Income/Self-Employment Commission IncomeRental IncomeEmployment Expenses - Accompanied by T2200Trucking/Logging ExpensesMoving Expenses (Only if moved more than 40 km closer to work or school)Medical Expenses (more than 5 receipts)None of the above
Do we do your bookkeeping? (meaning we enter everything and reconcile your books monthly)

Worksheet Downloads

Please select the applicable pdf worksheet to download. When completed you may re-begin your submission. We have recordings available to walk you through completing the forms.

Self-Employed/Business Income - Click here to watch a brief instructional video

Self-Employed/Commission Income - Click here to watch a brief instructional video

Rental Income - Click here to watch a brief instructional video

Employment Expenses - T2200 - Click here to watch a brief instructional video

Medical Expenses (more than 5 receipts) - Click here to watch a brief instructional video

Moving Expenses - Click here to watch a brief instructional video

Trucking Log/Expenses - Provide log sheets and TL2 signed by your employer
Do you have the information available from the required worksheet(s) to enter into this form?*

Which tax year is this form for? We will require a form for each tax year you are submitting.*
Did you want for us to speak to anyone else regarding your income taxes for this year on your behalf?*
Relationship to this person*
Name*

First NameLast Name
Phone number*
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Personal Information
New clients who we do not know personally are required to confirm ID, via government issued photo ID. Please have this available to submit if we do not know you personally.
Legal Name (as per CRA mailing/ records)*
Date of Birth*

MonthDayYear
SIN*
Gender*
Has your name changed with CRA in this tax year?*
Please provide changes to legal Name (as per CRA records)*
Contact Information
Current Address*
Current Email Address*
example@example.com
Preferred Contact Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
What is your current marital status?*
Has your marital status changed during the tax year?*
What did your marital status change from?*
What is the effective date of this change?*

MonthDayYear
Date
Do you have any children/dependents?*

Spouse/Partner Information
Spouse/Partner Legal Name*
Spouse/Partner Date of Birth*

MonthDayYear
Spouse/Partner SIN*
Is Spouse / Partner information being submitted to us?*
If not, what is your Spouse / Partners net income (line 150)*
Spouse/Partner Legal Name*
Spouse/Partner Date of Birth*

MonthDayYear
Spouse/Partner SIN*
Please have spouse submit their own form.*

Child/Dependant Information
How many children/dependants do you have to claim?*
Child/Dependant # 1*
Child/Dependant # 2*
Child/Dependant # 3*
Child/Dependant # 4*
Child/Dependant # 5*
Child/Dependant # 6*
Child/Dependant # 7*
Child/Dependant # 8*
Do you have any new children/dependants to report?*
How many new children/dependants to report?*
New Child/Dependant # 1*
New Child/Dependant # 2*
New Child/Dependant # 3*
New Child/Dependant # 4*
Have any of your existing children/dependants...*
Please provide all details - child/depenant name, income earned, tuition transfer (need signed T2202), DTC*

Residency & Filing
Canadian Citizen?*
Residency Status*
As a Canadian citizen, do you authorize the CRA to give your name, address, date of birth and citizenship to Elections Canada to update the National Register of Electors or, if you are aged 14 to 17, to update the Register of Future Electors?*
Do you authorize the CRA to share your name and email address to Ontario Health for the purpose of being contacted by email about organ and tissue donation?*
Are you a first time homebuyer during this tax year?
Did you purchase the home jointly with another person?*
Who will be claiming the First Time Home Buyers Credit? It is a flat dollar amount and will not make a difference who this is placed on. We must ensure it is only placed on one person, or it will be removed from both.*
Did you sell a home during the tax year(s) we are preparing for you?*
Was this home your primary residence for the full time you owned it?*
Did you rent any part of the home out during any of the years you owned it.*
Details of property sold...*
Were you confined to a prison or similar institution for a period of 90 days or more during the year?*
Did you own specified Foreign Property (real property, investments) of more than $100k CAD in value for the tax year?*
Did you own interest in a foreign affiliate at any time in the tax year?*
Do you have a valid T2201 Disability Tax Credit approved on file with CRA?*

Income
Tax Checklist - Income

Please ensure to gather to upload all income slips including but not limited to...
- All T4 slips
- Social Assistance / Workers Compensation Payments T5007
- Investment income slips – Such as T5, T3, T4RSP, T4RIF, T4PS, T5008
- Pensions – Old Age Security T4A(OAS), Canada Pension T4AP, other pensions, and annuities T4A.
- Employment Insurance Benefits – T4E
- Self-Employment / Business Activities - Worksheet required
- Self-Employment / Commission Activities - Worksheet required
- Rental Income - Worksheet required
Are you submitting any of the above mentioned income tax slips*
Do you have any tips to claim that are not listed on your T4 or any worksheets you will be submitting?*
What is the amount you made in tips during this tax year.*

Deductions
Tax Checklist - Deductions

Please ensure to gather to upload all income slips including but not limited to...
- Childcare – with supporting receipts and SIN of the caregiver
- Adoption costs
- Tuition Receipts – T2202 (Note - no other receipts for school expenses are deductable)
- RRSP Contributions (for Mar - Dec of the current tax year or 1st 60 days of the subsequent year)
- Child or Spousal Support – with a copy of the agreement if not previously provided
- Rent / Property Tax - Ontario Only
- Professional Fees or Union Dues (not included on T4)
- Medical Expenses - Worksheet required for more than 5 slips
- Charitable Donations (not included on T4)
- Interest on Student Loans
- Political Contributions
- Tool Expenses - Employment Expenses worksheet required - provided here
- Moving Expenses – only if moving for work/school - worksheet required - provided here
- Employment Expenses - worksheet required - provided here
- Carrying charges and interest expenses (Safety Deposit Box or interest on investment loan)
- Rent receipt template provided here
- Custody agreement template provided here
Are you submitting any of the above mentioned deduction receipts*

Medical Expenses
Medical Expenses are eligible for the tax credit once they EXCEED 3% of your net income. Example: You earn $50,000 then the first 3% = $1,500 is not deductible. So, if you have $1,300 in medical expenses, it is NOT deductible at all. If, you have $1,800 in medical expenses, then only $300 of that is deductible. *
Do you need more lines?
Additional medical expenses...*
Total Medical Expenses*

Moving Expenses

Please ensure to keep all of your receipts relating to your move as CRA frequently reviews for these receipts.
Move details...*
Travel expenses from old home to new home...
Temporary living expenses near new or old home (Maximum 15 days)
Do you have temporary living expenses to claim
Temporary living expenses...*
Cost of cancelling the lease for your old home
Costs to maintain your old home when vacant (Maximum $5,000)
Incidental costs related to the move (Specify descriptions and amounts)
Cost of selling old home
Did you own and sell your old residence to move?*
Selling price*
Real estate commission*
Legal or notarial fees*
Advertising
Other selling costs (Specify descriptions and amounts)
Cost of purchasing new home

You can claim the expenses only if you or your spouse or common-law partner sold your old home because of your move
Purchase price*
Legal or notarial fees*
Taxes paid for the registration or transfer of title (do not include GST/HST)
Enter any reimbursement or allowance that is not included in your income and that you received for moving expenses

Employment Expenses

MUST be accompanied by a statement of conditions of employment (T2200) provided by your employer. You need to keep all supporting receipts and documents in case of CRA review.
Will you be uploading the T2200 with your documents to us?*
Expenses...
Other expenses that do not fit in any of the above categories (Specify description and amounts below) - NOTE: Any individual items over $200 must be itemized in the CCA/Fixed Asset chart
CCA/Fixed Assets acquired and disposed of. (All depreciable property over $200 in value including business furniture, office equipment etc.)
Do you have a home office that your employer allows you to deduct - (Must specify on T2200 from employer)*
Home office expenses...
Other expenses that do not fit in any of the above categories. Specify descriptions and amounts below.
Do you receive commissions reported on your T4?*
Commission Employees Only - Also Complete Property Taxes and Home Insurance Below
Property Taxes
Home Insurance
Do you have any motor vehicle expenses to deduct? You must keep all receipts and mileage log for 6 years for CRA. (Must specify on T2200 from employer)*
Motor Vehicle Expenses...
Is vehicle financed or leased?*
If Financed...*
If Leased...*

Real Estate Activities
Do you have more than 1 rental property?*
How many rental properties do you own?*
Rental Property # 1...
Rental Property # 2...
Rental Property # 3...
Rental Property # 4...
Rental Property # 5...
Home Office Expenses...
Motor Vehicle Expenses...
Is vehicle financed or leased?
If Financed...*
If Leased...*

Self-Employed Activities

You are required to keep all supporting documents in case of a CRA review.
Business details...
Income and Earnings (Less GST/HST if you are HST registered)
Cost of Goods Sold...
Expenses (Less GST/HST if you are GST/HST registered)
Other expenses that do not fit in any of the above categories (Specify description and amounts below) - NOTE: Any individual items over $200 must be itemized in the CCA/Fixed Asset chart
CCA/Fixed Assets acquired and disposed of. (All depreciable property over $200 in value including business furniture, office equipment etc.)
Home Office Expenses (Less GST/HST if you have a GST/HST number.
Motor Vehicle Expenses...
Is vehicle financed or leased?
If Financed...*
If Leased...*

Document Uploads

Scan ALL your tax receipts, documents & receipts and then upload them below. Multiple files can be uploaded at once. You may take photos to upload, however you will need to ensure the photo is clear for viewing.
Are you providing us with your banking information for CRA to deposit any refunds? If so, please upload a picture of a void cheque / PAD form.*
Please click the link below to upload your documents. This link will appear again after you submit this form in case it is easier for you.

Click here to upload
Do you have any additional notes or comments regarding your income taxes for us?*
Do you want your return processed with priority speed (3 business days) for $40 per return? Otherwise your return will be prepared within a 1-2 week turnaround time. We only process income taxes on the weekends.*
Do you want CRA insurance added to your return? CRA insurance is $40 per single return/$30 per coupled return. If you select the CRA insurance option, we will take care of any pre/post assessment reviews, handle your basic CRA inquiries, access/reprint your Notice of Assessment from CRA website and adjust your return to include missing slips. *
I declare that all information provided in this submission is complete and accurate. I also declare that I have supporting documents and receipts as required by CRA and that it is MY responsibility to keep these documents in case of CRA review for a minimum of 6 years from the date of this filing. I understand that Cloud Business Services is completing my return based on the information provided by myself. Providing we have your authorization on file to interact with CRA, we will check for any missing tax slips that may be on file with CRA at the time. There will be a $5.00 fee per slip that we find. To avoid any additional charges, you may access the information yourself through CRA My Account prior to submitting your documents to us. *
Signature*

Clear
Date*

MonthDayYear
Date

Authorizing a representative

When you authorize a representative to Cloud Bookkeeping Services Ltd., O/A Cloud Business Services, you are letting that person represent you for income tax matters at the level of authorization you specify, for the tax year or years you indicate. Income tax matters include issues related to information on your tax return. Example. You may wish us to speak to your spouse / partner or parent / child in your absence.
Do you wish for us to provide tax information such as your refund / balance owing amounts to another person? Example, you may wish for us to speak to your spouse / partner or your parent / child in the event that you are not available.*
Have you previously authorized us to provide tax information such as your refund / balance owing amounts to another person whom you want the authorization revoked for?*
Please provide the name of the person for whom you wish to revoke authorization.
You agree that we may disclose information to your representative such as:

•       provide information, tax slips and receipts for your T1 General Income Tax and Benefit Return;

•       information given on your T1 General Income Tax and Benefit Return;

•       adjustments to your T1 General Income Tax and Benefit;

•       information about your registered retirement savings plan, Home Buyers' Plan, tax-free savings account and Lifelong Learning Plan;

•       your accounting information, including balances, payment on filing, and installments or transfers;

•       information about your CRA account benefits and credits (Canada child benefit, goods, and services tax/harmonized sales tax credit, and working income tax benefit); and

•       your marital status (but not information related to your spouse or common-law partner)

•       adjustments to – income; – deductions; – non-refundable tax credits; and

•       change of address;

•       direct deposit information

Your representative may NOT

·        change your marital status

·        Access any information on your file from the moment we find out there is a divorce or separation that has occurred

Your responsibilities

It is your responsibility to monitor and understand the transactions your representative completes on your behalf, and to make sure that the information for your representative is current. It is your responsibility to let us know immediately should your marital situation change to separated or divorced, or should you decide to retract the authorization.
Full name of the person you allow us to speak to*

First NameLast Name
Relationship to this person*
Signature*

Clear
Date Signed*

MonthDayYear

Firm Authorization

Do you authorize Cloud Bookkeeping Services Ltd O/A Cloud Business Services to legally represent you. This includes filing your tax return and communicating to CRA on your behalf?
Auth Rep.*
Authorization request – signature page

Representative information
Firm BN: 731438883
Firm name: Cloud Bookkeeping Services Ltd.

Taxpayer information
Social insurance number: {sin324}
Legal name: {legalName3}

Authorization information
Level of authorization:
Level 2 - Allow the CRA to disclose information to your representative and make changes to your account.
Expiry date: Does not expire

Certification
By signing and dating this page, you authorize the Canada Revenue Agency to interact with the representative mentioned above.

Telephone number: {preferredContact}
Date*

MonthDayYear
Signature*

Clear

You did not select that you had self-employment income to claim. Please continue.
Do you have a GST/HST number that you wish for us to prepare and file your taxes for?*
Business name:*
Business number:*
First name:*
Last name:*
Signature*

Clear
Date Signed*

MonthDayYear
Date
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.

Review & Submit

If you have completed everything and are ready to submit, please select submit. We will reach out with any questions within 2 business days. If you find that you have forgotten to include any forms, attachments or information please send us a message and upload the documents through Liscio. If you are not already set up on this, please contact us at support@mycbs.ca
Should be Empty:

Personal Tax Client Intake Form

Personal Information

Contact Information

Spouse/Partner Information

Child/Dependant Information

Residency & Filing

Income

Deductions

Medical Expenses

Moving Expenses

Employment Expenses

Real Estate Activities

Self-Employed Activities

Document Uploads

Authorizing a representative

Firm Authorization

Review & Submit