Bootcamp Clone of Personal Tax Client Intake Form

Personal Information
Legal Name (as per CRA mailing/ records)*
Residency Status*
Date of Birth*

MonthDayYear
SIN*

Contact Information
Current Address*
Preferred Contact Phone Number*
Please enter a valid phone number.
Current Email Address*
example@example.com

Spouse/Partner Information
What is your current marital status?*
Spouse/Partner Legal Name*
Spouse/Partner Date of Birth*

MonthDayYear
Spouse/Partner SIN*
Is Spouse / Partner information being submitted to us?*
If not, what is your Spouse / Partners net income (line 150)*
Has your marital status changed during the tax year?*
What did your marital status change to?*
What is the effective date of this change?*

MonthDayYear
Date
Spouse/Partner Legal Name*
Spouse/Partner Date of Birth*

MonthDayYear
Spouse/Partner SIN*
Is Spouse / Partner information being submitted to us?*
Child/Dependant Information
Do you have any children/dependants?*
How many children/dependants do you have to claim?*
Child/Dependant # 1*
Child/Dependant # 2*
Child/Dependant # 3*
Child/Dependant # 4*
Child/Dependant # 5*
Child/Dependant # 6*
Child/Dependant # 7*
Child/Dependant # 8*

Residency & Filing
Canadian Citizen?*
Provide Information to Elections Canada?*
Did you sell a home during the tax year(s) we are preparing for you?*
Was this home your primary residence for the full time you owned it?*
Did you rent any part of the home out during any of the years you owned it.*
Details of property sold...*

Did you own a foreign property worth more than $100,000 CDN at any time during the tax years we are preparing your return(s) for?*
Did you make any qualifying RRSP contributions? (Please attach receipts)*
Did you make any qualifying FHSA contributions? (Please attach receipts)*
Did you purchase a home for first time in any of the years that we are filing the taxes for?*
Closing Date:*
Did you move between provinces in 2025?
If Yes, please ensure to provide:
- Date of Move
- Any costs associated with move such as:- Hotel receipts - Meals
- Moving company costs
- New and old home addresses
- Date you started working after moving
- Name and address of the new employer

Did you pay rent or property taxes in any of the tax years we are filing for you?

*Note that CRA can ask for rental receipts at anytime in the future. (This question applies to residents of Ontario, British Columbia & Manitoba only)
If you answered yes, please provide: All Addresses for the year, Numbers of months lived at each address, Total rent paid at each address, Name of each landlord*
Did you have any self-employment earnings in 2024?

Example: Income from UBER, LYFT, SKIP THE DISHES, DOORDASH, INSTACART, AMAZON DELIVERY are considered Self-Employment/Business Income in Canada.
If you have answered yes to the question above, please provide the following details below:
Do you have a GST/HST Business Number for these earnings*
Please provide the GST/HST Business Number below:*

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.
Document Upload - Please upload ALL tax documents using the window below.*

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Do you see all documents you uploaded in a list below the Browse Files window above? If not, please wait a moment or upload again.*
Do you have any additional notes or comments regarding your income taxes for us?*
I declare that all information provided in this submission is complete and accurate. I also declare that I have supporting documents and receipts as required by CRA and that it is MY responsibility to keep these documents in case of CRA review for a minimum of 6 years from the date of this filing. I understand that K&A Professional Accountants is completing my return based on the information provided by myself. Providing we have your authorization on file to interact with CRA, we will check for any missing tax slips that may be on file with CRA at the time.*
Signature: By signing below, I confirm that I am engaging K&A Professional Accountants to prepare my tax return(s). I acknowledge that the engagement will be considered complete once K&A provides the finalized tax documents for my review and signature. I understand and agree that all applicable service fees become due at that time, regardless of whether the return is ultimately filed.*

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Certification

By signing and dating this page, you authorize the Canada Revenue Agency to interact with the representative mentioned above.
First name:*
Last name:*
Signature*

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Phone Number*
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Personal Tax Client Intake Form

Personal Information

Contact Information

Spouse/Partner Information

Child/Dependant Information

Residency & Filing

Document Uploads

Review