Individual Income Tax Intake Form
Simply fill out the form, and our team will take care of the rest!
1. Personal Information
Full Legal Name
*
First Name
Last 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 Client
Existing Client
Date of Birth
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
SIN Number (Optional)
Address
*
Street Address
Street Address Line 2
City
Province
Postal
2. Taxpayer Profile
Filing Type (Select all that apply)
*
Employed
Self-employed
Sole Proprietorship
Retired
Other
Marital Status
*
Single
Married
Common-Law
Divorced
Widowed
Separated
Did your marital status change in the year of this filing?
*
Yes
No
What is the date of your marital status change?
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Do you have any dependent children under the age of 18 years old?
*
Yes
No
Please provide the legal names and dates of birth of your dependent children:
*
Are you a resident of Canada?
*
Yes
No
Did you immigrate to Canada within this filing period?
*
Yes
No
Did you emigrate from Canada within this filing period?
*
Yes
No
If you immigrated to Canada, what is the date of your immigration?
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
If you emigrated from Canada, what is the date of your immigration?
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Are you a Canadian citizen?
*
Yes
No
Did you own any specified foreign property in the filing period with a total cost of more than $100,000 CAD?
*
Yes
No
Did you own any interest in a foreign affiliate at any time during the filing period?
*
Yes
No
Did you pay rent for a rental unit in British Columbia for 6 months consecutively?
*
Yes - landlord is family member
Yes
No
Did you dispose of any property within the filing period?
*
Yes
No
If you disposed of a property within this filing period, was the property designated as your principal residence?
Yes
No
Did you purchase any property within the filing period?
*
Yes
No
If you purchased a property within this filing period, did you utilize any RRSP contributions to purchase the property under the Home Buyer Plan?
Yes
No
Did you open a FHSA (First Time Home Savings Account) within the filing period?
*
Yes
No
Do you wish to provide your personal information to Elections Canada?
*
Yes
No
Do you wish to provide your personal information to BC Transplant for the purpose of being contacted for organ/tissue donation?
*
Yes
No
3. Tax Information
What Tax Year(s) Need to be Filed?
*
2026
2025
2024
2023
Other
Type of Income Received (Check all that apply)
Employment
Self-Employment
Investment (Interest/Dividends/Gains/Losses)
Rental Income
Other
Type of Documents (Check all that apply)
Employment & Benefit Tax Slips (T4, T4A, T5007 or T5018)
Investment Tax Slips (T3, T5 or T5008)
Medical Receipts
Donations
Business Financials
Disability Tax Credit Certificate (T2201)
Declaration of Conditions of Employment (T2200)
Volunteer Firefighter Certificate
Childcare Receipts
Professional Dues & Union Dues Receipt
Tuition Receipts (T2202)
Political Contributions
Student Loan Interest Payments
Moving Costs/Allowances
Adoption 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.
Submit
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