Personal Tax Return Intake Form

Personal Tax Return Intake Form

Please provide some personal information to assist us with your tax return.
First and Last Name

First NameLast Name
Home Address*

Street Address

Street Address Line 2

CityProvince

Postal Code
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Date (mm-dd-yyyy)*

MonthDayYear
Date
YesNo
YesNo
YesNo
YesNo
YesNoUnsure (For more information, click HERE)
SingleMarriedCommon-lawDivorcedWidowedSeparated
Spouse & Dependent Information
Spouse Full Name*

First NameLast Name
Spousal Date of Birth (mm-dd-yyyy)*

MonthDayYear
Date
YesNo
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)
YesYes - with a disabilityNo
YesNo
Yes (If you need a template to summarize information, click HERE)No
Principal Residence
YesNo
Year of residential purchase*
Property disposition date (mm-dd-yyyy)*

MonthDay
Date
Proceeds of residential sale
Rental and Business Activities
Yes*No
If you selected yes, please provide Statement of Adjustments for BOTH the purchase and sale. To see an example click HERE
Yes (If you need a template to summarize information, click HERE)No
Yes (If you need a template to summarize information, click HERE)No
Since you selected "yes" for having dependents, please fill out the following information
Dependent 1 First & Last Name*
Dependent 1 DOB (mm-dd-yyyy)*

MonthDayYear
Date
Dependent 1 Relationship*
Dependent 2 First and Last Name
Dependent 2 DOB (mm-dd-yyyy)

MonthDayYear
Date
Dependent 2 Relationship
Dependent 3 First and Last Name
Dependent 3 DOB (mm-dd-yyyy)

MonthDayYear
Date
Dependent 3 Relationship
Since you indicated that you or one of your dependents has a disability, please provide additional details regarding the individual(s) and the nature of the disability. Please also note if the person has been approved for the Disability Tax Credit*

Personal Tax Return Intake Form

Spouse & Dependent Information

Principal Residence

Rental and Business Activities

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

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