Tax Client Intake Form

  • Personal Tax Client Intake Form

  • As a Personal Income Tax Client, 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.

    If you have not already, please review our final tax checklist to ensure you have everything required.  You may access this at the following link.

    • All Forms W-2 (wages), 1099-INT (interest), 1099-DIV (dividends), 1099-B (proceeds from broker or barter transactions), 1099-R (pensions and IRA distributions), Schedules K-1 from partnerships, S corporations, estates and trusts, and other income reporting statements, including all copies provided by the payer.
    • Form 1095-A (for health insurance purchased through a public exchange),
    • Form 1095-B (for health insurance purchased outside of a public exchange), or Form 1095-C (for employer-provided health insurance coverage).
    • If you are a new client, provide copies of last year’s tax returns
    • The completed Individual Income Tax Organizer. Note: If you choose not to fill out the organizer, you must at least answer the “Yes” or “No” questions under “Questions — All Taxpayers.”
    • Copy of the closing statement if you bought or sold real estate
    • Mileage figures for any automobile expenses claimed, including total mileage, commuting mileage, and business mileage.
    • Details of estimated tax payments made, if any.
    • Income and deductions categorized on a separate sheet for business or rental activities.
    • List of itemized deductions categorized on a separate sheet for medical, taxes, interest, charitable, and miscellaneous deductions.
    • Copy of all acknowledgment letters received from charitable organizations for contributions made in 2024.

     

     

    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 a...
  • Do you have any of the following to report? Please select those that apply.*

  • Personal Information

  • Date of Birth*
     / /

  • Contact Information

  • Format: (000) 000-0000.

  • Spouse/Partner Information

  • Spouse/Partner Date of Birth
     / /
  • Spouse/Partner Date of Birth
     / /

  • Child/Dependant Information

  • Self Employed

  • Tax Checklist - Income

    Please ensure to gather to upload all income slips including but not limited to...

    • Self-Employment / Business Activities - Worksheet required
    • Self-Employment / Commission Activities - Worksheet required

  • Deductions

  • Tax Checklist - Deductions

    Please ensure to gather to upload all income slips including but not limited to...

    • Childcare – with supporting receipts and SIN of the caregiver
    • Adoption costs
    • Tuition Receipts – T2202 (Note - no other receipts for school expenses are deductable)
    • RRSP Contributions (for Mar - Dec of the current tax year or 1st 60 days of the subsequent year)
    • Child or Spousal Support – with a copy of the agreement if not previously provided
    • Rent / Property Tax - Ontario Only
    • Professional Fees or Union Dues (not included on T4)
    • Medical Expenses - Worksheet required for more than 5 slips
    • Charitable Donations (not included on T4)
    • Interest on Student Loans
    • Political Contributions
    • Tool Expenses - Employment Expenses worksheet required - provided [INSERT LINK]
    • Moving Expenses – only if moving for work/school - worksheet required - provided [INSERT LINK]
    • Employment Expenses - worksheet required - provided [INSERT LINK]
    • Carrying charges and interest expenses (Safety Deposit Box or interest on investment loan)
    • Rent receipt template provided [INSERT LINK]
    • Custody agreement template provided [INSERT LINK]

  • Additional forms...

    Medical Expenses over 5 receipts, Moving Expenses, Employment Expenses accompanying T2200, Rental Income, Self-employed Income.

  • You did not select any of these options.  Please continue.

  • Medical Expenses

  • Moving Expenses

    Please ensure to keep all of your receipts relating to your move as CRA frequently reviews for these receipts.

  • Temporary living expenses near new or old home (Maximum 15 days)

  • Self-Employed Activities

    You are required to keep all supporting documents

  • Document Uploads

    Scan ALL your tax receipts, documents & receipts and then upload them below. Multiple files can be uploaded at once. You may take photos to upload, however you will need to ensure the photo is clear for viewing.
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Date*
     / /

  • Business Consent Authorization request - signature page

    x  Enable printing and EFILE of this authorization request

    Select "EFILE the Business Consent" under the "EFILE" menu to file this authorization.

     Instructions:

    1. Print this page and have it signed and dated by the authorized person of the business.

    2. Retain a copy of the signed and dated authorization request in your files for six years from the date that this information is transmitted to the Canada Revenue Agency (CRA). Do not send the authorization request to CRA by mail or fax unless requested to do so.

    I authorize the representative mentioned below:

       Individual                 Representative ID: 

    X Organization             Firm BN: 731438883

       Group                      Group ID:

     Representative phone number: 1 (613) 480-5024 Ext:

    To represent the following business:

  • Level of Authorization: 02

    Expiry date (Optional)

     

    List of authorization(s) - If blank, the authorization is for all accounts.

    Program Identifier Reference Number
       

    Certification

    By signing and dating this page, you authorize the Canada Revenue Agency to interact with the representative mentioned above.

  • Date Signed*
     / /
  • Format: (000) 000-0000.

  • Review

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