PERSONAL INCOME TAX INTAKE FORM

SCOTT PARK & CO INC.
CHARTERED PROFESSIONAL ACCOUNTANT

Phone: 604.969.8700
Toll Free: 877.488.5563
Email: scott@parkandco.ca
www.parkandco.ca

This is a personal income tax intake form and tax checklist to help guide you in assembling all documentation and items needed for the preparation of your personal tax return. If additional information is needed, a representative from our office will contact you.

All of our personal tax return packages are provided in electronic PDF format. If you require a paper copy of your return, please indicate below (please note that there will be a paper copy fee of $20 per return).

Full Legal Name:

First NameLast Name

SIN:

Date of Birth:

Date

Canadian Citizen?

Canadian Resident?

Spouse Full Legal Name:

First NameLast Name

SIN:

Date of Birth:

Date

Canadian Citizen?

Canadian Resident?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Cell Phone:

Format: (000) 000-0000.

Spouse Cell Phone:

Format: (000) 000-0000.

Home Phone:

Format: (000) 000-0000.

Email Address:

example@example.com

Spouse Email Address:

example@example.com

Marital Status:

If your marital status has changed during the year, enter date of change (mm/dd/yyyy):

Elect to authorize CRA to provide your name, address and date of birth to Elections Canada?

Does your spouse authorize CRA to provide their name, address and date of birth to Elections Canada?

Do you want paper copy of your returns?

Does your spouse want paper copy of their returns?

Rows	Name	DOB (MM/DD/YYYY)	SIN	Relationship
1
2
3

PERSONAL INCOME TAX INTAKE FORM & TAX CHECKLIST

1. PERSONAL INFORMATION

2. DEPENDENT CHILDREN

3. PRINCIPAL RESIDENCE

4. PRIMARY RESIDENCE – BC RENTERS CREDIT

5. FOREIGN PROPERTY REPORTING