Personal Tax Preparation Intake Form
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  • Personal Tax Preparation Intake Form

  • Dear client,

    Subject: Personal Tax Return Engagement

    We are delighted to confirm our engagement to prepare your personal tax returns for this year and onwards.

    It is understood and agreed that you have provided us with accurate and complete information necessary to compile such personal tax return(s). We will prepare your personal tax return(s) using the information provided by you. We will not audit, review or otherwise attempt to verify the accuracy or completeness of any information provided. The responsibility remains with you.

    Responsibilities

    We commit to performing services in compliance with applicable laws, regulations, and professional standards. We will inform you promptly of any potential conflicts of interest or matters affecting our independence.

    You are required to provide all necessary information and documentation for completing your tax forms. This includes ensuring the accuracy and completeness of all data and reviewing the prepared tax returns for errors or omissions.

    Fees

    • See our pricing list HERE. All fees are subject to HST.
    • Urgent services requested to be done within 2 business days are subject to a 50% surcharge.

    Confidentiality

    We will protect your personal and financial information, disclosing it only with your written consent or as required by law. We may communicate via telephone, fax, mail, courier, or email. Despite our efforts to ensure confidentiality and proper delivery, we cannot guarantee secure or accurate transmission.

    Important Dates

    March 2, 2026 Final date for 2025 RRSP contributions
    March 15, 2026 Payment due date for first quarterly 2026 tax instalment
    April 30, 2026  Payment due for 2025 taxes owing
    April 30, 2026  UHT return filing deadline
    April 30, 2026  Filing due date for most 2025 income tax returns
    June 15, 2026  Filing due date for 2025 income tax returns for self-employed

     

    Sincerely,

    Taxonic Corporation

     

    This letter represents the entire agreement between Taxonic Corporation and you regarding our services. By signing, you acknowledge understanding and agreement to these terms.

  • Taxpayer Information

    Your personal information is collected for the sole purpose of preparing and filing your tax returns and ensuring compliance with Canadian tax laws and regulations. Your personal information will not be disclosed to third parties without your consent, except as required by law or as necessary to fulfill the purposes for which it was collected.
  • Has your marital status changed this year?*
  •  - -
  •  - -
  • Format: (000) 000-0000.

  • Questionnaire

  • Were you referred to us by a friend, family member, or client?*
  • Is this your first time filing a Canadian tax return?*
  •  - -
  • Are you a Canadian Citizen?*
  • Do you authorize CRA to share your information with Elections Canada?*
  • Did you own or hold foreign property at any time in the tax year with a total cost of more than $100,000 CAD?*
  • Did you sell or buy any properties in the tax year?*
  • Did you make any tax instalment payments to the CRA for the tax year? (Quarterly tax payments made in advance)*
  • Are you filing the return with your spouse?*
  • Do you have dependent(s) living with you / your spouse?*

  • Spouse Information

  •  - -
  • Format: (000) 000-0000.

  • Spouse Questionnaire

  • Is this your first time filing a Canadian tax return?*
  •  - -
  • Are you a Canadian Citizen?*
  • Do you authorize CRA to share your information with Elections Canada?*
  • Did you own or hold foreign property at any time in the tax year with a total cost of more than $100,000 CAD?*
  • Did you sell or buy any properties in the tax year?*
  • Did you make any tax instalment payments to the CRA for the tax year? (Quarterly tax payments made in advance.)*

  • Dependent(s) Information

  • Dependent & Benefit Notes

    • Canada Child Benefit (CCB) is generally claimed by the mother, unless otherwise indicated based on the family’s circumstances.
    • Child care expenses are typically claimed by the lower-income spouse or partner, in accordance with CRA rules.
    • Any Canada Child Benefit amounts shown in the tax return or estimates are calculated on the assumption that eligibility requirements are met.
  • Rows

  • Checklist

    This checklist is provided to help you prepare your tax documents. Documents for Standard Filing will be uploaded after submission through our secure TaxCycle portal (recommended), or by email / shared link upon request.

  • Employment & Income 

    • T4, T4A, T5, T3, T5008
    • Other income slips or self-employment income

    Deductions & Credits 

    • RRSP contributions
    • Tuition (T2202), moving expenses, childcare
    • Medical expenses and charitable donations

    Family-Related Information 

    • Spouse or common-law partner information
    • Childcare expenses
    • Dependent-related credits

    Other Situations 

    • Rental income or expenses
    • Foreign income or foreign assets
    • Sale of investments or property

    Please prepare all documents applicable to your situation.
    Final responsibility for completeness remains with the taxpayer.

    For new clients: Please provide your Notices of Assessment (NOA) or Reassessments for the past two years, if available.

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