• Personal Tax Return Intake Form

    Please provide some personal information to assist us with your tax return.
  • Format: (000) 000-0000.
  • Date (mm-dd-yyyy)*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Do you have a disability in which you are receiving the Disability Tax Credit?
  • Do you authorize your name to be given to your province's health organization for organ donation?*
  • Do you authorize your name to be given to Elections Canada?*
  • Do you have an interest in a foreign affiliate (own shares in a foreign business)?*
  • At any time during the year did you own specified foreign property with a cost of more than $100,000*
  • Marital Status*

  • Spouse & Dependent Information

  • Spousal Date of Birth (mm-dd-yyyy)*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Are we preparing your spouse's income tax return?*
  • If no, what is your spouse's net income (line 23600)? (Even if we are not completing thier income tax return, this information is still necessary to complete your return)
  • Do you have dependants (someone who financially depends on you - spouse, children, parents, other relatives)?*
  • Do you have employment expenses?
  • Do you have medical expenses?*

  • Principal Residence

  • Have you sold your principal residence during the year (your home)?*
  • Property disposition date (mm-dd-yyyy)*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Proceeds of residential sale

  • Rental and Business Activities

  • Did you dispose of a housing unit or a rental property during the year?*

  • If you selected yes, please provide Statement of Adjustments for BOTH the purchase and sale. To see an example click HERE

  • Do you have rental income?*
  • Do you have self employed business income?*

  • Since you selected "yes" for having dependents, please fill out the following information

  • Dependent 1 DOB (mm-dd-yyyy)*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Dependent 2 DOB (mm-dd-yyyy)
     - -
    2 digit month, 2 digit day, 4 digit year
  • Dependent 3 DOB (mm-dd-yyyy)
     - -
    2 digit month, 2 digit day, 4 digit year

  • Disclaimer

  • By signing this form, you confirm that the information provided is accurate, complete, and to the best of your knowledge. You acknowledge that you, as the taxpayer, are responsible for any penalties or interest that may arise as a result of incomplete or inaccurate information provided.

  • *   Pick a Date   

  • Should be Empty: