Tax Preparation Client Intake Form

Tax Preparation Client Intake Form
Filing Status

MarriedDivorcedCommon lawSeperatedSingleWidowed

Spouse Information
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?

YesNo

Dependents

Enter your dependents here

	Name	SIN	Date of Birth
1
2
3
4
5
6

Income
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)


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

Expenses

General expenses to include (check only those that apply)


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!)

Acknowledgment
- 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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