New T1 Client - The Ford Group

New T1 Client Intake Form

(2019 Tax Season filing starts February 24th, 2020)
As a new T1 Tax Client, we need to collect the following information from you to start to prepare your income tax return.

* INDICATES REQUIRED FIELD
Tax year(s) to file *

2019 current 2018 2017 2016

Spouse & Dependants

You will need to complete a New Client Form for each Spouse/Dependant that needs to have a tax return filed.
Spouse Legal Name

Prefix First Name Middle Name Last Name
Spouse SIN#
Spouse Date of Birth

Year Month Day
Date
Dependant #1 Legal Name

First Name Last Name
Dep#1 Date of Birth

Year Month Day
Date
Dep#1 SIN#
Dependant #2 Legal Name

First Name Last Name
Dep#2 Date of Birth

Year Month Day
Date
Dep#2 SIN#
Dependant #3 Legal Name

First Name Last Name
Dep#3 Date of Birth

Year Month Day
Date
Dep#3 SIN#
Dependant #4 Legal Name

First Name Last Name
Dep#4 Date of Birth

Year Month Day
Date
Dep#4 SIN#

Document Uploads

Scan ALL your tax slips, documents & receipts. Then upload them below.

Mulitple uploads can be done.
Tax Slips Upload

Browse Files

Cancel of
Receipts & Document Upload

Browse Files

Cancel of
Ontario Trillium Credits

If you Rent or Own your home, you could be eligible for extra credit payments. Upload your rental receipts or property tax statement for the tax year.
Notes or Comments to the Tax Preparer?

Firm Authorization

Do you authorize The Ford Group PC to legally represent you. This includes filing your tax return and communicating to CRA on your behalf?
Auth Rep: *
Authorization request – signature page

Representative information
Firm BN: 841763436
Firm name: THE FORD GROUP PROFESSIONAL CORPORATION

Taxpayer information
Social insurance number: {socialInsurance53}
Legal name: {legalName}

Authorization information
Level of authorization:
Level 2 - Allow the CRA to disclose information to your representative and make changes to your account.
Expiry date: Does not expire

Certification
By signing and dating this page, you authorize the Canada Revenue Agency to interact with the representative mentioned above.

Telephone number: {phoneNumber59}
Date

Year Month Day
Date
Signature

Clear

New T1 Client Intake Form