Personal Tax Intake Form - A&D Service

  • Personal Tax Intake Form

  • We encourage all personal clients to please read the following before filing the form:

    Important information for taxpayers: READ HERE

    • Personal information 
    • Are you a returning client or a new client?*
    • Have any of your personal details changed in the past year?*
    • What has changed?*
    • Rows
    • Do you have dependents?*
    • Rows
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.
    • Status:*
    • * Are you filing your returns jointly with spouse?*
    • Did your marital status change during the year?*
    •  - -
    •  - -
    • Do you or any members of your household have a disability?*
    • If yes, do you have a completed Form T2202?*
    • Did you immigrate to Canada or emigrate from Canada during 2025?*
    •  - -
    •  - -
    • Are you a US citizen?*
    • Are you self employed?*

    • If yes, provide the following data
    • If you are claiming Northern Resident Deduction, state if you lived in your address for a complete 12 months in 2025*
    • Rows
    • Are you claiming Northern Travel or Medical?*
    • Are any of Northern Travel or Medical included in box 32/33 of T4 Slips?*
    • Change in personal or financial situation during the year 
    • Did you have any child born during the year 2025?*
    •  - -
    • Did you purchase a new home in 2025 as a “first time” buyer?(A “first time” buyer is when neither you nor your spouse owned and lived inanother home in the year of the purchase or any of the four preceding years)*

    • During 2025, did you:

    • Declare bankruptcy?*
    • Refinance a business with new or revised debt?*
    • Close a bank account or investment account?*
    • Did the taxpayer become deceased during the year?*
    •  - -
    • Elections Canada (must be completed by all taxpayers) 
    • The taxpayer authorizes the CRA to provide their name, address, and date of birthto Elections Canada to update their information on the National Register of Electors?*
    • Foreign reporting (must be completed by all taxpayers) 
    • Did the taxpayer own or hold foreign property with a total cost of more than $100,000CAN at any time during the year?*
    • Did the taxpayer own or hold foreign property with a total cost of more than$250,000CAN at any time during the year?*
    • At any time in the year, did you transfer to or receive from a foreign trust ora foreign corporation, any property or funds?*
    • At any time in the year, did you own foreign investments/assets costing in aggregate $100,000 or more?*
    • At any time in the year, did you own foreign investments/assets costing in aggregate $250,000 or more?*
    • At any time in the year, did you, either alone or together with one or more related persons, own 10% or more of the equity of a foreign corporation?*

    • If you have answered “Yes” to any of the above questions, a foreign reporting information return is required to be filed.

       
      Foreign property includes:

      1. Shares of foreign corporations;
      2. Interests in foreign trusts;
      3. Real property (real-estate) outside Canada;
      4. Foreign mutual funds;
      5. Precious metals held outside Canada;
      6. Funds on deposit outside of Canada i.e., foreign bank accounts; and
      7. Foreign bonds. 

      Foreign property does not include:

      1. Personal use property, e.g. Florida Condo;
      2. Foreign property held in RRSP, RRIF, TFSA, or Canadian mutual funds; and
      3. Shares of foreign Affiliates (T1134).

       

      Failure to file a T1135 or T1134 by the due date can result in substantial penalties ranging from $25 a day with a minimum penalty of $100, to a maximum of $2,500. In the case of gross negligence, the penalty can be as high as $1,000 a month to a maximum of $24,000. For T1135’s after 24 months, the penalty is 5% of the value of the specified property.


      T1135 filing requirements: Please note these important guide on simplified reporting of assets with a cost of less than $250,000 CDN and more than $100,000 CDN (Part A). For individuals with more than $250,000 CDN in foreign assets, the form T1135 (Part B) requires taxpayers to disclose the following information for each property including:

      • The name of each foreign bank account or investment must be listed;
      • The country for the investment;
      • The maximum cost in the year and the cost at the end of the year;
      • The income or loss for each investment
      • The capital gain or loss on disposition of the investment

       

      Taxpayers’ normal reassessment period will be extended by an additional three years should they fail to report their foreign investments correctly or if they did not file on time. This would extend the statute of limitations to six years from the date of assessment.


      A taxpayer who held specified foreign property with a Canadian registered securities dealer (as defined in subsection 248(1) of the ITA) or with a Canadian trust company (as determined under paragraph (b) of the definition of restricted financial institution stated in subsection 248(1) of the ITA) can report the aggregate amount of all such property in category 7, “Property held in an account with a Canadian registered securities dealer or a Canadian trust company.”


      The category 7 table should be completed as follows:

      • All of the property held with a particular securities dealer or trust company should be aggregated on a country-by-country basis;
      • You can provide aggregate totals per country for each account;
      • The maximum fair market value during the year may be based on the
      • maximum month-end fair market value per country for each account.

       

      Although the fair market value is used for this category, the criteria to determine if a taxpayer held foreign property at any time in 2025 with a total value of more than $100,000 remains based on cost, not the fair market value, pursuant to section 233.3 of the ITA.


      Please contact advisor for T1135 report and provide other details of foreign assets within the cost reporting thresh-hold noted above.

    • Consent to share contact information – Organ and tissue donor registry(must be completed by all taxpayers resident in Ontario and Nunavut) 
    • I authorize the CRA to provide my name and email address to Ontario Health so thatOntario Health (Trillium Gift of Life) may contact or send information to me by emailabout organ and tissue donation*
    • Prior year tax return information-New Client? 
    • Copy of prior years' personal income tax assessment (if not already provided)
    • Other than the Notice of Assessment for your tax return, did you receive any other correspondence from the Canada Revenue Agency? If yes, please attach
    • Are you a new client of the firm?
    • If so, are tax returns and the corresponding Notice of Assessment for the last three (3) years attached?
    • Income and expenses (select all that apply and attach corresponding slips and receipts) 
    • Income:*
    • Rows
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Deductions and/or Tax Credits*
    • Income tax instalments paid 
    • Ontario Trillium Benefit 

    • Please indicate the property tax and/or rent paid in Ontario in 2025
    • Fill any of the following Schedules (if required) 

    • Schedule A – Statement of Real Estate Rentals
      Schedule B – Capital Gains / (Losses) for 2025 Sales
      Schedule C – Disposition of a Principal Residence
      Schedule D – Statement of Employment Expenses
      Schedule E – Self Employment OR Professional Business Income Statement

      Investment Package


      We recognize that some clients may have significant and diverse range of investments slips and transactions on dividends & interests (T5s), trust income(T3), capital gains or loss (T5008) and carrying charges. This type of investment profile may require broker, advisor or financial institutions preparation of an investment portfolio's tax package, which may be sent late or incomplete


      In order to properly follow up and track receipt of information for tax return:


      Do you agree to share financial/investment advisor's information with us for follow up?

    • Format: (000) 000-0000.

    • Fill only schedules that apply to you


      If you do not have your income and expenses consolidated and require us to do bookkeeping, send us your bank and cc statements and other paper works.


      Alternatively, you can list out all income and expenses in an excel sheet stating date, amount, purchase sources and categories. Once sent, we will consolidate and produce tax ready statement for filing.

    •  

    • COMPLETE ANY OR ALL OF THE SCHEDULES, IF RELEVANT TO YOUR TAX SITUATION

    • Important information to read before filling the schedules

    • SCHEDULE A – Statement of Real Estate Rentals 

    • Property details

    • Rows
    • Is this property also used for personal purposes?
    • Are you an HST registrant?
    • Rows
    • Rows
    • Rows

    • Send additional information in excel or pdf document version , if necessary

    • SCHEDULE B – Capital Gains / (Losses) for 2025 Sales 
    • Rows

    • Notes:

      1. If you have not received all your proceeds in the current year, please provide us with details of amounts still receivable so that we may claim a reserve to defer any capital gains tax as permitted.
      2. Commissions charged on the purchase of securities should be included in the determination of the cost base. For identical shares purchased after 1971, the cost base per share is determined by using the weighted average method. For shares purchased before 1972, the cost base per share is determined by using the median value of the weighted average original cost, V-day value, and current sales price.
    • SCHEDULE C - Disposition of a Principal Residence 
    • Did you dispose of, or were you deemed to dispose of, your principal residence in 2025?

    • (A deemed disposition would include a change in use of the principal residence i.e. from a principal residence to a rental property or a deemed disposition on the death of a taxpayer)

    •  - -

    • (Send Statement of Adjustment when property was intially bought and current statement of adjustment for this sale)

    • Did you own other properties during the period of ownership that would have qualified as your principal residence? (i.e. a cottage or vacation property that you ordinarily inhabited during the period)
    •  - -
    • Have you ever claimed a Principal Residence Exemption in the past?

    • Notes:

      1. Prior to Dec 31, 1981 spouses could designate one property each as a principal residence;
      2. Prior to 1971 tax was not payable on capital gains as such FMV of properties at such time were deemed to be taxpayers cost base.
      3. Send Statement of adjustments for when sold property was initially bought and statement of adjustment documents for the sale of the property in 2025
    • SCHEDULE D – Statement of Employment Expenses  

    • January 1, 2025 - December 31, 2025

    • You may be able to claim certain employment expenses if you have a completed Form T2200 Declaration of Conditions of Employment.

    • Did you work from home in 2025?
    • Do you have a signed form T2200 or T2200S?
    • Is your employer registered for GST/HST?
    • Rows
    • Rows

    • Home office expenses:

    • Type of work space:
    • Rows
    • Rows

    • Automobile lease:

    •  - -

    • Automobile purchase:

    •  - -

    • Reimbursements/Allowances:

    • Amount of reimbursements/allowances received from your employer in respect of:

    • Have these amounts been included in your T4 employment income or professional business income?

    • Notes:

      1. A meal consumed by a commissioned employee shall not be included as an expense, unless the meal was consumed during a period required by their employment duties to be away for a period of not less than 12 hours from the municipality of the employer’s establishment. Please refer to your T2200 (Part B question 3) issued by your employer to see if this rule pertains to you.
      2. CRA is now insisting on a mileage log or they will disallow all automobile expenses. Please ensure that you keep appropriate records of your mileage and base the km drive on the log book.
      3. Send vehicle purchase or lease document for review
    • SCHEDULE E – Self-Employment OR Professional Business Income Statement 

    • January 1, 2025 - December 31, 2025

    • Are you a GST/HST registrant?
    • Did you complete your GST/HST return?
    • Rows

    • Automobile lease:

    •  - -

    • Automobile purchase:

    •  - -

    • *Note: CRA is now insisting on a mileage log or they will disallow all automobile expenses. Please ensure that you keep appropriate records of your mileage and base the km drive on the log book.
      *Send lease and or purchase documents for the vehicle bought

    • Rows
    • Acknowledgement & Signature 

    • By signing below, you acknowledge and confirm that all information you entered here is true and correct and related to the tax year 2025 (January 1, 2025 to December 31, 2025). You also permit A&D Office Services Ltd. to capture and collect the information you entered in this form.

    •  - -
    •  - -
    • Should be Empty: