Tax Preparation Service Request Form

Tax Preparation Service Request Form
The below information is required for us to create a TaxFolder Client Portal Service Engagement Account to begin your tax service engagement process with K Liu Accounting Services Inc. Your designated TaxFolder Client Portal is utilized throughout your entire tax service engagement process for important, private, secure and confidential information sharing between the client and our team.

Upon submitting your request, an EMAIL NOTIFICATION WILL BE SENT TO YOU WITHIN THE NEXT BUSINESS DAY to access your designated TAXFOLDER account to start securely uploading your tax documents through the TAXFOLDER Documents Portal.

For your convenience, our team's up-to-date availabilities can be viewed on our Online Appointment Scheduler, if you would also prefer to schedule an initial call with one of our Accounting & Tax Specialists prior to your Service Engagement to discuss your tax document requirements and/or any questions or concerns you may have, please SCHEDULE A CALL.

***For privacy and confidentiality purposes, we require family members to submit separate requests per each taxpayer to be able to create separate TAXFOLDER accounts***

***By proceeding with our services, you confirm you have read, understood, and agree to comply to the terms and conditions of K Liu Accounting Services Inc. as outlined at www.kliuaccounting.com/policies. This includes, but is not limited to, the Terms of Use, Communication Policy, Privacy Policy, and Document Management & Retention Policy.***

Please review below Tax Return Guides for full details regarding the following:
Individual Tax Return Guide
- Service Pricing & Appointment Options
- Tax Preparation Resources & Process
- Mandatory CRA My Account Authorization
Corporation (Business) Tax Return Guide
- Service Pricing & Appointment Options
- Tax Preparation Resources & Process
- Retainer Fee Policy
- Accounting Software Policy
- Mandatory CRA Business Account Authorization
- PST/RST Account Authorization
Name of Client Whom Referred You (if Applicable)

First NameLast Name
Taxpayer Legal Name*

First NameLast Name
Taxpayer Preferred Name (if different than legal name)
Preferred First Name
Please List Full Names of Family Members whom will also be Submitting Service Requests*
Please indicate N/A if not applicable
Taxpayer Contact Number - Mobile Recommended*
Taxpayer Phone Number Provided is*

Mobile NumberLandline Number
Taxpayer Email*
example@example.com
Taxpayer SIN Number*
Required for NEW CLIENTS ONLY & SIN# UPDATES for Existing Clients - If you are uncomfortable sharing your SIN # in this form, please enter 000000000, and call our office at (204) 202-3786 to provide your SIN # verbally. Existing Clients - please enter 000000000 if there are no updates to your existing SIN # on file.
TAX YEAR(S) - Select ALL Years Services are Required*

2026 for Corporation Fiscal Year End Filings ONLY20252024202320222021202020192018Please Specify
TAX RETURN SERVICE REQUESTED
Please Submit a Separate Request Form for each taxpayer or legal entity*

PERSONAL Tax Return Basic - T1 Filing ServicePERSONAL Tax Return with Real Estate Rental Activities and/or Commission & Employment Expense Claims - T1 Filing ServicePERSONAL Tax Return with Business/Farm/Contractor Activities - T1 Filing ServicePERSONAL RRSP Tax Planning Service (complimentary service during the month of January, consultation service rates apply during months of February - December)CORPORATION Tax Return - T2 Filing ServicePARTNERSHIP Tax Return - Statement of Partnership Income - T5013 Filing ServiceTRUST Tax Return - T3 Filing ServiceOTHER-Please Specify
TAX SLIP FILING SERVICE REQUESTED
Please complete the Tax Slip Service Request Form & Preparation Guide to submit your service engagement request for below tax slips filings, and review the Preparation Guide for information requirements related to the tax slips below.

T2200 - reporting of Conditions of Employment - required for employees to claim eligible employee expenses

T4 - reporting of Employment Income (Statement of Remuneration Paid)

T4A - reporting of Taxable Benefits Provided to Employees or Shareholders, Management Fee Payments, Fees for Services Paid

T5 - reporting of Dividend Income (Statement of Investment Income)

T5018 - Statement of Contract Payments

Filing due date: The end of February following the calendar year-end. Late filings are subject to applicable penalties and interest.
For Business & Corporation Clients ONLY

Please select “Not Applicable” if you do not require Business or Corporation-related services.
Business (GST/HST) Number*

Not ApplicableEnter 9 Digit Bus #
Registered Business Name*

Not ApplicableEnter Business Name
Business Fiscal Year End Date*

Not ApplicableEnter MM/DD of Fiscal Year End Date
ONLY APPLICABLE for Corporation Tax Return and Accounting/Bookkeeping Service Engagements - Accounting software access is Mandatory. Please confirm which of the accounting software platforms below you will be providing us with an Accountant User account setup/invitation for.*

Not Applicable – I do not require Corporation Tax Return, Accounting, or Bookkeeping Services.QuickBooks OnlineQuickBooks DesktopXeroI do not have accounting software, and I authorize K Liu Accounting Services Inc. to determine the most cost-effective QuickBooks Online monthly subscription for my needs and to charge the applicable fees during the work-in-progress period of my service engagement (see below for details)
Resource Links for Accountant User Setup/Invitation

QuickBooks Online – Invite your accountant
QuickBooks Desktop – Create and share a portable company file
Xero – Invite an accountant into Xero

For Clients without existing Accounting Software

We offer discounted QuickBooks Online Accounting Software at monthly rates starting from $30 to $220+tax. These charges apply only during the work-in-progress period of your service engagement. Once you authorize us to assess the most cost-effective subscription level, we will proceed and apply the subscription fee to your progressive service invoice. If you would like to review the recommended subscription level in more detail, please kindly schedule a call.
By checking this box, I confirm that I have reviewed and acknowledge the terms and conditions of K Liu Accounting Services Inc. as outlined at www.kliuaccounting.com/policies. This includes, but is not limited to, the Terms of Use, Communication Policy, Privacy Policy, and Document Management & Retention Policy. I hereby agree to comply with all applicable policies of K Liu Accounting Services*

I AGREE
Should be Empty:

Tax Preparation Service Request Form

TAX RETURN SERVICE REQUESTED

TAX SLIP FILING SERVICE REQUESTED

For Business & Corporation Clients ONLY