Personal Tax Client Intake Form

Personal Tax Client Intake Form
To ensure we provide you with the most accurate and comprehensive service, please complete this intake form thoroughly. If you have any questions while completing this form, don’t hesitate to contact us at 250-980-0713 or hello@source.online.

Important: We require one form per person or couple per tax year for whom we are preparing taxes.

Personal Tax Client Intake Form
Type of client*

NewExisting client

Client Information
Legal Name*

First NameLast Name
Middle Name
SIN*
Date of Birth*

MonthDayYear
Date
Contact Information*

Email AddressPhone number
Has your name/address changed since your last return?*

YesNo
Address*

Street Address

Street Address Line 2

CityProvince

Postal Code
Mailing Address*

Same as aboveOther

Mailing Address*

Postal Street Address / PO Box

Street Address Line 2

CityProvince

Postal code

Marital Status as of December 31, 2024*

MarriedCommon LawWidowedDivorcedSeparatedSingle
Did your Marital Status change in 2024?*

YesNo
Date of change*

MonthDayYear
Date
Previous status*

Spouse's Information
Legal Name*

First NameLast Name
SIN*
Spouse D.O.B.*

MonthDayYear
Date
Contact Information*

Email AddressPhone number
Address

Same as spouseOther

Address*

Street Address

Street Address Line 2

CityProvince

Postal code

Dependants*

YesNo

Dependants' Information

	First Name	Last Name	DOB	SIN
Dependant 1
Dependant 2
Dependant 3
Dependant 4
Dependant 5

RENTAL INCOME
Did you own a rental property during the tax year?

YesNo
How many rental properties do you own?

1Multiple
What is the address of the property?

Street Address

Street Address Line 2

CityProvince

Postal code

Did you sell your rental property this year?

YesNo
If yes, what was the year of purchase and the purchase price?
*Please provide documents from the sale, including details of the capital and closing costs*

RENTER
Are you currently renting?

YesNo
What is the total rent paid during the year?*
How long have you lived at the property?*
Landlord's full name or company*
Landlord's phone number *

TAX CHECKLIST

Please use this checklist as a guide to ensure you have provided all receipts, documents, and income records for the year. This list is not exhaustive.
INFORMATION SLIPS
- T4 slips
- T2200S signed by your employer (Work from home employment expenses due to COVID-19)
- T2200 Declaration of Conditions of Employment
- T4E (Employment insurance benefits)
- T5, T3, T5008 Slips (Investment income, dividends, interest, mutual funds, trust)
- T5013 (Statement of Partnership Income)
- T2202A (Tuition)
- T4A(OAS)
- T4AP (CPP benefits)
- T4A (Statement of Pension, Retirement, Annuity, and Other Income)
- T5018 Slips (Subcontractor)
- T5007 (Workers compensation benefits, social assistance payments)
- T2201 (Disability tax credit certificate)
OTHER RECEIPTS/DOCUMENTS
- Copy of your most recent tax return and Notice of Assessment/Reassessment (new clients only)
- Copy of your spouse’s tax return (if we are not preparing it)
- Other income that has not been reported on a T-Slip (ex. Severance or termination pay, retiring allowance, tips/gratuities received, pensions, scholarships, bursaries, director fees)
- Childcare receipts
- Medical receipts
- Charitable Donation receipts
- Total Business, professional, partnership, and rental income
- Capital gains/losses realized (provided by your investment/financial advisor)
- Property sale/purchase documents
- Business, rental, professional expense receipts/invoices (ie. Renovation expenses, property taxes, property insurance, line of credit statements, mortgage statements, utilities, phone/internet bills, water bills, capital purchases, etc.)
- Auto Mileage logs

How would you like to submit your tax documents to us?

ElectronicallyIn-person
Please upload your documents here using our secure portal:

Cancelof
If you would like to submit your documents electronically at a later date, a member of our team will reach out to you via e-mail with a secure link to upload your files.

To help us serve you more efficiently and ensure timely filing, we kindly request that you gather and submit all your tax documents at one time, if possible. Submitting your documents all at once allows us to streamline the preparation process, avoid potential delays caused by missing information, and complete your return promptly and accurately.
Documents can be dropped off at our office any time between 9am-5pm Monday through Thursday. Our office is located at:

785 Market Street
Victoria, BC V8T 0B4

ACKNLOWLEDGEMENT & AUTHORIZATION
By signing below, I confirm that the information provided in this intake form is accurate and complete to the best of my knowledge. I understand that any omissions or inaccuracies may affect the preparation of my tax return.

I also authorize Source.Online Inc. to use this information, along with any additional documents I provide, to prepare and file my tax return. I agree to review the completed return for accuracy before submission and will notify Source.Online Inc. of any discrepancies or necessary changes.

Acknowledgment of Responsibility:
I understand that while Source.Online Inc. will make every effort to minimize my tax liability and ensure compliance with current tax laws, I am ultimately responsible for the accuracy of my tax return and any liabilities, penalties, or interest resulting from information I have provided.

Thank you for entrusting Source.Online Inc. with your tax preparation. We appreciate your business!
By checking this box, I acknowledge and agree to the above.
Should be Empty:

	First Name	Last Name	% Ownership
Owner 1
Owner 2
Owner 3
Owner 4

	Address	City	Province	Postal code	% Ownership	# of rental units
Property 1
Property 2
Property 3
Property 4
Property 5

Personal Tax Client Intake Form

Personal Tax Client Intake Form

Client Information

Spouse's Information

Additional Questions

EMPLOYMENT

RENTAL INCOME

INVESTMENTS/PROPERTY

RENTER

TAX CHECKLIST

INFORMATION SLIPS

ACKNLOWLEDGEMENT & AUTHORIZATION