pahe  bbrgjhk FUAD COPY) Clone of Tax Preparation Client Intake Form

  • Tax Preparation Client Intake Form

    • Taxpayer Information 
    • Filing Status*
    • Date of Birth*
       - -
    • Format: (000) 000-0000.
    • Do you authorize Tauro Accounting to retrieve your tax slips directly from the CRA on your behalf*
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    • What is your residency status?*
    • Do you own or rent your home?*
    • Did you live at this property for the full tax year?*
    • Please provide your move-in date
       - -
    • What was your work status during the tax year? (select all that apply)*
    • Did your employer provide you with a completed and signed T2200 (declaration of conditions of employment)? please upload for both you and your spouse/partner, if applicable.
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    • Did you work from home during the tax year?
    • Were you required to use your own vehicle to travel for work purposes, such as meeting clients, without receiving an allowance or reimbursement from your employer? Or in the case if you are self employed, did you use your personal vehicle for work related purposes.
    • Did you receive any other income during the tax year (e.g., EI, CPP, disability payments, investment income, pension income)?
    • Did you sell your principal residence during the tax year?
    • RRSP 
    • Did you make any RRSP contributions for yourself or your spouse/partner?
    • Did you make any RRSP withdrawals?
    • Were any of these withdrawals made under the Home Buyers’ Plan (HBP)?
    • Did you make any repayments to your RRSP under the Home Buyers’ Plan (HBP) during the tax year?
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    • Disability 
    • Do you have a disability?
    • Did you incur any medical expenses related to your disability, or were you financially supported by a caregiver?
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    • Are you eligible for the Disability Tax Credit (DTC)?
    • Dependents 
    • Do you have any dependents?
    • Rows
    • Do your dependents have tuition expenses?
    • Do you have any childcare expenses?
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    • Investment Properties 
    • Do you own any properties other than your principal residence?
    • Were you the sole owner of this property or properties?
    • Did you sell any investment properties during the tax year?
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    • Did you rent out your investment property during the tax year?
    • Did you use this property for personal purposes at any time during the year?
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    • Did you sell any investment properties during the year?
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    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • What is your spouse's/partner's residency status?
    • What was your spouse's/partner's work status during the tax year? (select all that apply)
    • Does your spouse/partner authorize Tauro Accounting to retrieve relevant tax slips directly from the CRA on his/her behalf?
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    • Did your spouse/partner work from home during the tax year?
    • Did your spouse/partner employer provide them with a completed and signed T2200 (Declaration of Conditions of Employment)

    • You may need this form to claim additional expenses related to your commission income. Please contact your employer if applicable.

    • General Expenses 
    • Did you or your spouse/partner (if applicable) incur any of the following expenses? (Select all that apply):
    • Rows
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    • Acknowledgment & Signature 
    • Date Signed*
       - -
    •  
    • Should be Empty: