Capital TaxPro& Accounting Client Intake Form

Personal Tax Client Intake Form

CAPITAL TAXPRO & ACCOUNTINGTax Engagement Form – Tax Year 2026📍 Serving Clients in All 50 States🌐 www.capitaltaxpro.com | 📞 678-615-1082📧 TaraDawn@capitaltaxpro.com
Do you have a Drivers license or State ID?*
Do you have any of the following to report? Please select those that apply.*

Self-Employment / Business IncomeSelf-Employment / Commission IncomeRental IncomeEmployment Expenses - Accompanied by T2200Trucking/Logging ExpensesMoving Expenses (Only if moved more than 40 km closer to work or school)Medical Expenses (more than 5 receipts)None of the above
Did you file taxes last year? How much was the refund or amount you owed?*
Amount

Legal Name (mailing/ records)*
Personal Information
Date of Birth*

MonthDayYear
Social Security Number*
Gender*

Contact Information
Current Address (Your residence) Mail will come to this 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
Child/Dependant Information
Do you have any children/dependants?*
How many children/dependants do you have to claim?*

Residency & Filing
Name of child*
Residency Status*
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.*

Income
Tax Checklist - Income

Please ensure to gather to upload all income slips including but not limited to...
- W2's, 1099's Employment
- Drivers license/ State ID
- Social Security cards for everyone listed on return
- Employment Insurance Benefits – T4E
- 1095-A Healthcare Marketplace -A MUST!
- Self-Employment / Business Activities - Worksheet required
- Banking Acct and Rt#
- Rental Income
- Childcare Info
- Mortgage 1098
- School 1098-T
- Birth certificates for dependents
- Previous year Tax 1040-refund amount , AGI
- SSA-1099 Disabilty
- State/Property Tax Statement
- Child/Spousal support

Deductions
Are you submitting any of the above mentioned deduction receipts*

Costs to maintain your old home when vacant (Maximum $5,000)
Incidental costs related to the move (Specify descriptions and amounts)
Cost of selling old home
Did you own and sell your old residence to move?*
Selling price*
Real estate commission*
Cost of purchasing new home

You can claim the expenses only if you or your spouse or common-law partner sold your old home because of your move
Did you sell your old residence and purchase a new one?
Purchase price
Legal or notarial fees*
Taxes paid for the registration or transfer of title (do not include GST/HST)
Employment Expenses

MUST be accompanied by a statement of conditions of employment (T2200) provided by your employer. You need to keep all supporting receipts and documents in case of CRA review.
Expenses...
Other expenses that do not fit in any of the above categories (Specify description and amounts below) - NOTE: Any individual items over $200 must be itemized in the CCA/Fixed Asset chart
Do you have a home office that your employer allows you to deduct - (Must specify on T2200 from employer)
Home office expenses...
Do you receive commissions reported on your T4?*
Commission Employees Only - Also Complete Property Taxes and Home Insurance Below
Property Taxes
Home Insurance
Do you have any motor vehicle expenses to deduct? You must keep all receipts and mileage log for 6 years for CRA. (Must specify on T2200 from employer)
Is vehicle financed or leased?
Real Estate Activities
Do you have more than 1 rental property?
How many rental properties do you own?
Is vehicle financed or leased?
If Financed...How much do you owe?
Self-Employed Activities -1099

You are required to keep all supporting documents in case of a CRA review.
Business details...
Motor Vehicle Expenses...
Is vehicle financed or leased?
If Financed...
If Leased...

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.
Are you providing us with your banking information for CRA to deposit any refunds? If so, please upload a picture of a void cheque / PAD form.*
Document Upload - Please upload ALL tax documents using the window below.

Cancelof
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?*
Do you want your return processed with priority speed (3 business days) for $25 per return? Otherwise your return will be prepared within a 1-2 week turnaround time. We only process income taxes on the weekends.*
Do you want CRA insurance added to your return? CRA insurance is $23 per single return/$35 per coupled return. If you select the CRA insurance option, we will take care of any pre/post assessment reviews, handle your basic CRA inquiries, access/reprint your Notice of Assessment from CRA website and adjust your return to include missing slips. *
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 Cloud Business Services 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. There will be a $5.00 fee per slip that we find. To avoid any additional charges, you may access the information yourself through CRA My Account prior to submitting your documents to us. *
Signature*

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Date*

MonthDayYear
Date

Authorizing a representative

When you authorize a representative to [INSERT HERE], you are letting that person represent you for income tax matters at the level of authorization you specify, for the tax year or years you indicate. Income tax matters include issues related to information on your tax return. Example. You may wish us to speak to your spouse / partner or parent / child in your absence.
Do you wish for us to provide tax information such as your refund / balance owing amounts to another person? Example, you may wish for us to speak to your spouse / partner or your parent / child in the event that you are not available.*
Do you wish for us to provide tax information such as your refund / balance owing amounts to another person? Example, you may wish for us to speak to your spouse / partner or your parent / child in the event that you are not available. If you have already authorized someone via this form, you are not required to submit for the same person again.*
Have you previously authorized us to provide tax information such as your refund / balance owing amounts to another person whom you want the authorization revoked for?*
Please provide the name of the person for whom you wish to revoke authorization.
You agree that we may disclose information to your representative such as:

•       provide information, tax slips and receipts for your T1 General Income Tax and Benefit Return;

•       information given on your T1 General Income Tax and Benefit Return;

•       adjustments to your T1 General Income Tax and Benefit;

•       information about your registered retirement savings plan, Home Buyers' Plan, tax-free savings account and Lifelong Learning Plan;

•       your accounting information, including balances, payment on filing, and installments or transfers;

•       information about your CRA account benefits and credits (Canada child benefit, goods, and services tax/harmonized sales tax credit, and working income tax benefit); and

•       your marital status (but not information related to your spouse or common-law partner)

•       adjustments to – income; – deductions; – non-refundable tax credits; and

•       change of address;

•       direct deposit information

Your representative may NOT

·        change your marital status

·        Access any information on your file from the moment we find out there is a divorce or separation that has occurred

Your responsibilities

It is your responsibility to monitor and understand the transactions your representative completes on your behalf, and to make sure that the information for your representative is current. It is your responsibility to let us know immediately should your marital situation change to separated or divorced, or should you decide to retract the authorization.
Full name of the person you allow us to speak to*

First NameLast Name
Relationship to this person*
Signature*

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Date Signed*

MonthDayYear

Firm Authorization

Do you authorize [INSERT HERE] to legally represent you. This includes filing your tax return and communicating to CRA on your behalf?
Auth Rep.*
Authorization request – signature page

Representative information
Firm BN:
Firm name:

Taxpayer information
Social insurance number: {sin}
Legal name: {legalName}

Authorization information
Level of authorization:
Level 2 - Allow the CRA to disclose information to your representative and make changes to your account.
Expiry date: Does not expire

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

Telephone number: {phoneNumber}
Date*

MonthDayYear
Signature*

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Business Consent Authorization
You did not select that you had self-employment income to claim. Please continue.
Do you have a GST/HST number that you wish for us to prepare and file your taxes for?*
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:
Business name:*
Business number:*

First name:*
Last name:*
Signature*

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Date Signed*

MonthDayYear
Date
Phone Number*
Please enter a valid phone number.

Review
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Program Identifier	Reference Number

Personal Tax Client Intake Form

Personal Information

Contact Information

Spouse/Partner Information

Child/Dependant Information

Residency & Filing

Income

Deductions

Employment Expenses

Real Estate Activities

Self-Employed Activities -1099

Document Uploads

Authorizing a representative

Firm Authorization

Business Consent Authorization

Review