Tax Intake Form tax year 2023

Tax client Intake Form
As a Personal Income Tax Client of Meg's Consulting 101, LLC , 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?
Are you a...

Returning tax clientNew tax client
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.

Residency & Filing
Residency Status*
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...*
Did you own Foreign Property (real property, investments) of more than $100k CAD in value?*
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
- 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
- Social Assistance / Workers Compensation Payments T5007, T5008
- 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.*

Firm Authorization

Do you authorize Megan Whitesell to legally represent you. This includes filing your tax return and communicating to CRA on your behalf?
Auth Rep.*
Date*

MonthDayYear
Signature*

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Tax client Intake Form