Individual Tax Intake Form

Individual Income Tax Intake Form
Simply fill out the form, and our team will take care of the rest. Start your tax season right—book your spot with RidgeWood CPA today!
1. Personal Information
Full Legal Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Are you a new or existing client?*

New ClientExisting Client
Date of Birth

MonthDayYear
Date
SIN Number (Optional)
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
2. Taxpayer Profile
Filing Type (Select all that apply)*

EmployedSelf-employedSole ProprietorshipOther
Marital Status*

SingleMarriedCommon-LawDivorcedWidowSeparated
Did your marital status change in the year of this filing?*

YesNo
Do you have any dependent children under the age of 18 years old?*

YesNo
Are you a resident of Canada?*

YesNo
Did you immigrate to Canada within this filing period?*

YesNo
Did you emigrate from Canada within this filing period?*

YesNo
If you immigrated to Canada, what is the date of your immigration?

MonthDayYear
Date
If you emigrated from Canada, what is the date of your immigration?

MonthDayYear
Date
Are you a Canadian citizen?*

YesNo
Did you own any specified foreign property in the filing period with a total cost of more than $100,000 CAD?*

YesNo
Did you own any interest in a foreign affiliate at any time during the filing period?*

YesNo
Did you pay rent for a rental unit in British Columbia for 6 months consecutively?*

Yes - landlord is family memberYesNo
Did you dispose of any property within the filing period?*

YesNo
If you disposed of a property within this filing period, was the property designated as your principal residence?

YesNo
Did you purchase any property within the filing period?*

YesNo
If you purchased a property within this filing period, did you utilize any RRSP contributions to purchase the property under the Home Buyer Plan?

YesNo
Did you open a FHSA (First Time Home Savings Account) within the filing period?*

YesNo
Do you wish to provide your personal information to Elections Canada?*

YesNo
Do you wish to provide your personal information to BC Transplant for the purpose of being contacted for organ/tissue donation?*

YesNo
3. Tax Information
What Tax Year(s) Need to be Filed?*

202520242023Other
Type of Income Received (Check all that apply)

EmploymentSelf-EmploymentInvestment (Interest/Dividends/Gains/Losses)Rental IncomeOther
Type of Documents (Check all that apply)

Employment & Benefit Tax Slips (T4, T4A, T5007 or T5018)Investment Tax Slips (T3, T5 or T5008)Medical ReceiptsDonationsBusiness FinancialsDisability Tax Credit Certificate (T2201)Declaration of Conditions of Employment (T2200)Volunteer Firefighter CertificateChildcare ReceiptsProfessional Dues & Union Dues ReceiptTuition Receipts (T2202)Political ContributionsStudent Loan Interest PaymentsMoving Costs/AllowancesAdoption Expenses
Additional Notes or Questions
4. Consent & Agreement
*

I consent to RidgeWood CPA collecting and storing my information securely for the purpose of tax preparation and filing.
Should be Empty:

Individual Income Tax Intake Form

1. Personal Information

2. Taxpayer Profile

3. Tax Information

4. Consent & Agreement