New T1 Client - The Ford Group

New T1 Client Intake Form

2023 (24) Tax Season filing starts Monday February 19th, 2024
As a new T1 Tax Client, we need to collect the following information from you to start to prepare your income tax return.

Create seperate T1 intake form(s) for each taxpayer! Do NOT combine!

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

202320222021Year(s)
Email*

Confirmation Emailexample@example.com

Spouse & Dependants

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

First NameMiddle NameLast Name
Spouse SIN#
Spouse Date of Birth

YearMonthDay
Date
Dependant #1 Legal Name

First NameLast Name
Dep#1 Date of Birth

YearMonthDay
Date
Dep#1 SIN#
Dependant #2 Legal Name

First NameLast Name
Dep#2 Date of Birth

YearMonthDay
Date
Dep#2 SIN#
Dependant #3 Legal Name

First NameLast Name
Dep#3 Date of Birth

YearMonthDay
Date
Dep#3 SIN#
Dependant #4 Legal Name

First NameLast Name
Dep#4 Date of Birth

YearMonthDay
Date
Dep#4 SIN#

Document Uploads

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

Mulitple uploads can be done.
Tax Slips ONLY Upload

Cancelof
Receipts & Document ONLY Upload

Cancelof
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.
Amount Paid in 2023 for Rent/Property Taxes
Amount paid was for:

RentProperty Tax
Notes or Comments to the Tax Preparer?

Firm Authorization

Do you authorize Ford & Associates (The Ford Group Corporation) 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 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

YearMonthDay
Date
Signature*

Clear

NOTE/FYI: We would like you to be aware that Michael is on a modified sick leave. Thus, this will slow our operations and turn around times down during tax season. Our office does have accountant's and tax preparer’s that will assist during tax season, as we have had in the past.*

I agree and understand with the above statement!
Should be Empty:

New T1 Client Intake Form