New T1 Client - The Ford Group

Returning T1 Client Intake Form

(2019 Tax Season filing starts February 24th, 2020)
As a returing 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
Email *

Confirmation Email example@example.com

Contact Information

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

Street Address

Street Address Line 2

City Province

Postal Code
Phone Number

Area Code Phone Number

Residency & Filing

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 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?

Returning T1 Client Intake Form