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
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
Spouse Full Name

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

MonthDayYear
Date
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)?
Year of residential purchase
Property disposition date (mm-dd-yyyy)

MonthDay
Date
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 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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