2024 Tax Return Intake Form

Contact Information
Did the tax payer pass away in 2024?*

YesNo
Please indicated the date the tax payer passed away*

MonthDayYear
Date
Please provide the name(s) of the executor estate*
Your SIN number*
Your birth date*
Your address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
What is your preferred language?*

Education
Are you a student?*
Please list the institution(s)*
In 2024, how many months were you a full-time student?*
In 2024, how many months were you a part-time student?*
What was the total amount of tuition paid in 2024?*
Please upload your T2202 slip.*

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Marital Status Information
Indicate your marital status on December 31, 2024*
Did your divorce take place in 2024?*
Did your separation take place in 2024?*
What was your spouse or partner's date of death?*

MonthDayYear
Date

Partner or Spouse Information
Your spouse or partner's name*

First NameLast Name
Your spouse or partner's SIN number*
Your spouse or partner's birth date*
Your spouse or partner's address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Your spouse or partner's phone number*
Your spouse or partner's email*
example@example.com
Your spouse or partner's residency status*
Was your spouse or partner confined to a prison or similar institution for a period of 90 days or more during 2024?*
Is your spouse or partner's net income zero?*
Are we doing their taxes as well?*
What was their net income for 2024?*
Was your spouse or partner self-employed in 2024?*
Your spouse or partner's province of residence on December 31, 2024*

Dependant Information
Do you have dependants?*

Dependant Information
Dependant 1: Name*

First NameLast Name
Dependant 1: SIN number
Dependant 1: Relationship*
Dependant 1: Birth date*
Dependant 1: Net income*
Do you have another dependant you need to provide information for?*
Dependant 2: Name

First NameLast Name
Dependant 2: SIN number
Dependant 2: Relationship
Dependant 2: Birth date
Dependant 2: Net income
Do you have another dependant you need to provide information for?
Dependant 3: Name

First NameLast Name
Dependant 3: SIN number
Dependant 3: Relationship
Dependant 3: Birth date
Dependant 3: Net income
Do you have another dependant you need to provide information for?
Dependant 4: Name

First NameLast Name
Dependant 4: SIN number
Dependant 4: Relationship
Dependant 4: Birth date
Dependant 4: Net income
Do you have another dependant you need to provide information for?
Dependant 5: Name

First NameLast Name
Dependant 5: SIN number
Dependant 5: Relationship
Dependant 5: Birth date
Dependant 5: Net income
Do you have another dependant you need to provide information for?
Dependant 6: Name

First NameLast Name
Dependant 6: SIN number
Dependant 6: Relationship
Dependant 6: Birth date
Dependant 6: Net income

Childcare Information
Did you pay for childcare in 2024?*

Childcare Information
How would you like to provide information related to your childcare expenses?*
We will send you instructions on how to complete the corresponding worksheet for your childcare expenses.

Childcare Information
Childcare expense 1: Name of child*
Childcare expense 1: Total expenses paid *
Childcare expense 1: Name of the organization who receive the payment*
Childcare expense 1: Social insurance number of child *
Childcare expense 1: Number of weeks of boarding school or overnight camp*
Do you have another child care expense you'd like to claim?*
Childcare expense 2: Name of child
Childcare expense 2: Total expenses paid
Childcare expense 2: Name of the organization who receive the payment
Childcare expense 2: Social insurance number of child
Childcare expense 2: Number of weeks of boarding school or overnight camp
Do you have another child care expense you'd like to claim?*
Childcare expense 3: Name of child
Childcare expense 3: Total expenses paid
Childcare expense 3: Name of the organization who receive the payment
Childcare expense 3: Social insurance number of child
Childcare expense 3: Number of weeks of boarding school or overnight camp
Please upload all records of your childcare expenses*

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Citizenship and Residency
Residency status*
Province of residence on December 31, 2024*
Are you a Canadian citizen?*

Communication Information
Do you want us to EFILE your return?*
How would you like to receive CRA notifications*
As a Canadian citizen, do you authorize the CRA to give you 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?*
How do you want to get your Notice of Assessment?*
Who would you like the CRA to contact if they require additional documentation?*
Is this the first time you are filing a tax return with the CRA?*

Property Information
Did you own foreign property at any time during the tax year with a total cost of more than $100,000?*
Did you purchase your first home in 2024?*
Please provide the full legal address of this home*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date of purchase*
Purchase price*
Did you pay rent in 2024?*
Total amount of rent paid*
Name of landlord*
Contact number for landlord*
Did you pay property tax in 2024?*
Total amount of property tax*
Which municipality?*
Did you sell your principal residence in 2024?*
How would you like to provide information related to the sale of this property?*
We will send you instructions on how to complete the corresponding worksheet for the sale of your principal residence.
Please provide the full legal address of the principal residence*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date of original purchase of principal residence*
Original purchase price of principal residence*
Date of sale of principal residence*
Sale price of principal residence*
Did you sell a property that is not your principal residence?*
How would you like to provide information related to the sale of this property?*
We will send you instructions on how to complete the corresponding capital gains worksheet.
Please provide the full legal address of the property*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date of original purchase of this property*
Original purchase price of this property*
Date of sale of this property*
Sale price of this property*
Did you earn income from a rental property in 2024?*
Please provide the full legal address of the income property*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Number of units at this address*
Gross rental income from this property in 2024*
Would you like to add another rental property?*
Please provide the full legal address of the income property*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Number of units at this address*
Gross rental income from this property in 2024*
Would you like to add another rental property?*
Please provide the full legal address of the income property*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Number of units at this address*
Gross rental income from this property in 2024*
Would you like to add another rental property?*
Please provide the full legal address of the income property*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Number of units at this address*
Gross rental income from this property in 2024*
How would you like to provide information related to the expenses from your rental property/properties?*
Please enter the amounts incurred in 2024 for all applicable expenses.
Interest & Bank Fees
Insurance
Professional Fees
Property Taxes
Repairs & Maintenance
Utilities
Other (please specify and provide amount)
We will send you instructions on how to complete the corresponding income property worksheet.

Disability Information
Are you claiming a disability amount?*
Is this a first year claim?*

Medical Information
Are you claiming any medical expenses?*

Medical Information
Have you been diagnosed with a condition or impairment that affects your mental or physical abilities?*
How would you like to provide information related to your medical expenses?*
We will send you instructions on how to complete the corresponding worksheet for your medical expenses.

Medical Information
Medical expense 1: Payment date*
Medical expense 1: Name of patient*
Medical expense 1: Payment made to*
Medical expense 1: Description of expense*
Medical expense 1: Total amount*
Medical expense 1: Amount claimed*
Do you have another medical expense you'd like to claim?*
Medical expense 2: Payment date
Medical expense 2: Name of patient
Medical expense 2: Payment made to
Medical expense 2: Description of expense
Medical expense 2: Total amount
Medical expense 2: Amount claimed
Medical expense 2: Payment date
Do you have another medical expense you'd like to claim?*
Medical expense 3: Name of patient
Medical expense 3: Payment made to
Medical expense 3: Description of expense
Medical expense 3: Total amount
Medical expense 3: Amount claimed
Do you have another medical expense you'd like to claim?*
Medical expense 4: Name of patient
Medical expense 4: Payment made to
Medical expense 4: Description of expense
Medical expense 4: Total amount
Medical expense 4: Amount claimed
Do you have another medical expense you'd like to claim?*
Medical expense 5: Name of patient
Medical expense 5: Payment made to
Medical expense 5: Description of expense
Medical expense 5: Total amount
Medical expense 5: Amount claimed
Please upload all records of your medical expenses*

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Donation Information
Are you claiming any donations?*

Donation Information
How would you like to provide information related to your donations?*
We will send you instructions on how to complete the corresponding worksheet for your donation expenses.

Donation Information
Donation 1: Name of charitable organization*
Donation 1: Amount paid*
Do you have another donation expense you'd like to claim?*
Donation 2: Name of charitable organization
Donation 2: Amount paid
Do you have another donation expense you'd like to claim?*
Donation 3: Name of charitable organization
Donation 3: Amount paid
Do you have another donation expense you'd like to claim?*
Donation 4: Name of charitable organization
Donation 4: Amount paid
Do you have another donation expense you'd like to claim?*
Donation 5: Name of charitable organization
Donation 5: Amount paid
Please upload all records related to your donations*

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RRSP Information
Did you contribute to RRSPs this past year?*
Please upload all records related to your RRSP contributions*

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Student Loan Information
Did you pay interest on student loans in 2024?*

Studen Loan Information
How would you like to provide information related to your student loans?*
We will send you instructions on how to complete the corresponding worksheet for your student loan expenses.

Studen Loan Information
What was the total amount of interest paid?*
What financial institute is your loan with?*
Please upload all records related to your student loan interest payments*

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Employment Information
Are you self-employed?*

Business Information
Which type of business did you operate?*

Business Information - Corporation
Are we doing your Corporate Tax Return?*
We will reach out to you regarding your Corporate Tax Return upon receiving this form response.

Business Information
How have you been maintaining your bookkeeping?*
We will require access to your accounting software and will reach out to coordinate this upon receiving this form response.
We will require a copy of your excel document. Please use the uploader below to provide or email it to hello@balanceaccountinginc.ca
Please upload a copy of your excel bookkeeping document*

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Please let us know what other method you are using to maintain your bookkeeping*

Partnership Information
What is your percentage of ownership within the partnership?*
Name of partner 1*

First NameLast Name
Percentage of ownership of partner 1*
Do you need to add another business partner?*
Name of partner 2

First NameLast Name
Percentage of ownership of partner 2
Do you need to add another business partner?*
Name of partner 3

First NameLast Name
Percentage of ownership of partner 3
Do you need to add another business partner?*
Name of partner 4

First NameLast Name
Percentage of ownership of partner 4
Do you need to add another business partner?*
Name of partner 5

First NameLast Name
Percentage of ownership of partner 5
Your business name*
Your business number*
Your business address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Your fiscal start date*
Your fiscal end date*
Your main product(s) or service(s)*

Work-From-Home Expenses
Are you claiming work-from-home expenses?*

Work-From-Home Expenses
How would you like to provide your work-from-home expenses?*
We will send you instructions on how to complete the corresponding worksheet for your work-from-home expenses.

Work-From-Home / Vehicle Expenses
Please list the employer(s) you worked from home for*
Total area of your home (sq. ft.)?*
Total area used for business (sq. ft.)*
Enter your heat costs for 2024
Enter your electrical costs for 2024
Enter your water costs for 2024
Enter your home internet costs for 2024
Enter your maintenance costs for 2024
Enter your home insurance costs for 2024
Enter your property taxes for 2024
Other expenses for 2024 (rent etc. please specify)
Did you use your vehicle for business purposes?*
Total kilometres driven in 2024*
Number of kilometres driven to earn business revenue in 2024*
Description of vehicle (make, model year)*

Providing Additional Information
You indicated that you'd like to provide additional information by way of our worksheets. Within 1-2 business days of completing this form, we will send your personalized workbook to complete. If you have any questions, please don't hesitate to send us an email.
Submitting Your Form
Thank you for taking the time to complete this form.

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2024 Tax Return Intake Form

Contact Information

Education

Marital Status Information

Partner or Spouse Information

Dependant Information

Dependant Information

Childcare Information

Childcare Information

Childcare Information

Citizenship and Residency

Communication Information

Property Information

Disability Information

Medical Information

Medical Information

Medical Information

Donation Information

Donation Information

Donation Information

RRSP Information

Student Loan Information

Studen Loan Information

Studen Loan Information

Employment Information

Business Information

Business Information - Corporation

Business Information

Partnership Information

Work-From-Home Expenses

Work-From-Home Expenses

Work-From-Home / Vehicle Expenses

Providing Additional Information

Submitting Your Form