New T1 Client - Ford & Associates

Returning T1 Client Intake Form

2023 (24) Tax Season filing starts Monday February 19th, 2024
As a returing 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

Contact Information

NOTE: Only enter if your information has changed from last year!
NO Changes!
Address

Street Address

Street Address Line 2

CityProvince

Postal Code
Mobile/Phone Number

Contact Information

NOTE: Only enter if your information has changed from last year!
Canadian Citizen?
Residency Status
Provide Information to Elections Canada?
Did you sell a home?
Did you own Foreign Property more than $100k?
Do you have a valid T2201 Disability Tax Credit on file with CRA?

Spouse & Dependants

NOTE: Only enter if your information has changed from last year

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 are allowed.
Tax Slips ONLY Upload

Cancelof
Receipts & Documents ONLY Upload

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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?

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:

Returning T1 Client Intake Form