Tax Preparation Client Intake Form

Tax Preparation Client Intake Form
Filing Status

SIN
Name

First NameLast Name
Date of Birth

MonthDayYear
Date
If we do not prepare your spouses return, please provide their net income
Are you required to work from home for your employer?

Enter your dependents here

Rows	Name	SIN	Date of Birth
1
2
3
4
5
6

Please include all supporting documents in your tax package or provide to us electronically through verifyle

Income other than employment to include (check only those that apply)

Rows
Rental income and expenses
Business income and expenses
Investment income (T5/T3/T5013), including stock sales
Old age security (OAS) /Canada Pension Plan (CPP)
Pension income
Spousal support payments

General expenses to include (check only those that apply)

Rows
Medical Expenses
Extended heath insurance premiums paid
Long term care premiums
Childcare expenses
Union dues and professional dues
Donations
Moving expenses
Investment advisor fees
Spousal support
Tution fees (for you or a child transferring)
RRSP contributions
Disability (certificate required to be on file)
Employment expenses

Additional comments or questions (we love more information!)

- I confirmed that all information I entered here is accurate and true.
- I allow Liquid Accounting and Tax Inc. to capture my sensitive data (SIN, address, birthday and other information).
- By hitting submit below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
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