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Personal Tax Intake Form
Tax Preparation Required for the following Year(s)
Select Years
2025
2024
2023
2022
2021
2020
2019
2018
Is this your first time filing an income tax return with the CRA?
Yes
No
Personal Information - Taxpayer
Name
(Required)
Gender
Male
Female
Other
Full Address
(Required)
City
Province
Select Province
British Columbia
Alberta
Saskatchewan
Manitoba
Ontario
Quebec
New Brunswick
Nova Scotia
Prince Edward Island
Newfoundland and Labrador
Yukon
Northwest Territories
Nunavut
Postal Code
SIN
Email
(Required)
Phone
(Required)
Date of Birth
(Required)
Day
Day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Month
Month
1
2
3
4
5
6
7
8
9
10
11
12
Year
Year
2027
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Disability Tax Credit (DTC)?
Yes
No
Relationship Status
Marital Status
Single
Married
Common Law
Separated
Divorced
Widow/er
Year/Month of change (if applicable):
MM slash DD slash YYYY
Personal Information - Spouse/Partner (if applicable)
Name
Gender
Male
Female
Other
Full Address
City
Province
Select Province
British Columbia
Alberta
Saskatchewan
Manitoba
Ontario
Quebec
New Brunswick
Nova Scotia
Prince Edward Island
Newfoundland and Labrador
Yukon
Northwest Territories
Nunavut
Postal Code
SIN
Email
Phone
Date of Birth
Day
Day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Month
Month
1
2
3
4
5
6
7
8
9
10
11
12
Year
Year
2027
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Disability Tax Credit (DTC)?
Yes
No
Dependants (Use additional notes section if more space is required)
Dependants (Use a "+ sign" to add more dependents)
Full Name
DOB (MM/DD/YYYY)
SIN (if applicable)
Components (CTB , DTCr, E2Spouse)
Add
Remove
Please Answer The Following Questions
Are you a Canadian Citizen?
Yes
No
Do you authorize the CRA to provide your name, address, date of birth, and citizenship information to Elections Canada to update the Register of Future Electors?
Yes
No
Province of residence on December 31, of the tax year? (Drop down menu for name of provinces
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Nova Scotia
Ontario
Prince Edward Island
Quebec
Saskatchewan
Northwest Territories
Nunavut
Yukon
If you ceased to be a resident of Canada in 2025, please enter date of departure:
MM slash DD slash YYYY
If you became a resident of Canada in 2025, please enter date of entry:
MM slash DD slash YYYY
Do you authorize the CRA to provide your name, address, date of birth, and citizenship to Elections Canada to update the Register of Future Electors?
Yes
No
Do you consent to share contact information only - Organ and tissue donor registry?
Yes
No
Did you own any foreign asset/property during 2025 with a total cost of over CAD$100,000?
Yes
No
Did you sell or change use of any real estate during any year taxes are being prepared for?
Yes
No
Was it your principal residence? Complete and attach Form T2091
Do you share title/ownership with a 3rd party (property, bank, trust)?
Yes
No
If yes, a T3 tax return may also be required.
Do you have income that is exempt under the Indian Act?
Yes
No
Were you in prison for 90 days or more during 2025?
Yes
No
Are you registered for CRA Direct Deposit?
Yes
No
Did you open a (FHSA) First Home Savings Account in 2025?
Yes
No
Did you move at least 40KM closer to attend school full time or for employment (including self employment)?
Yes
No
There will be an additional document required to claim these expenses. We will advise you further about this.
Do you qualify to claim Employment Expenses?
Yes
No
If yes, please provide the CRA Form T2200
Do you qualify to claim Meals and Lodging Expenses?
Yes
No
If yes, please provide the CRA Form #TL2
Do you have any medical travel expenses over 40 KM?
Yes
No
If yes, attach receipts and complete Medical Travel Expenses Summary Report
Self-Employment
Do you own a business as a sole proprietor or partnership?
Sole Proprietor
Partnership
No
If yes, list each business separately. NB: Please provide CRA access.
Business Name
Business Number for GST:
Do you wish us to prepare any GST returns for this tax year?
Yes
No
Do you wish us to prepare any PST returns for this tax year?
Yes
No
Do you wish us to prepare any WCB returns for this tax year?
Yes
No
Full Legal Names of Partner(s) (if Partnership):
Partner Social Insurance Number(s):
Rental Income and Expenses
Please list the full address for each rental property owned (Include Street/City/Prov/PC):
If the above property is owned with a partner, please list the following for each partner:
Full Name
SIN
% of ownership
Add
Remove
(Use the "+" button if you need to add more)
NOTES to Preparer
Additional notes, forms supplied, or special instructions:
Please attach the tax slips here
Drop files here or
Select files
Max. file size: 24 MB.
if you are a new client please authorize as a representative on your CRA account
Do you have CRA access?
Yes
No
If you have CRA access, Do the steps:
Login to your CRA account
1. From your profile go to authorized representatives
2. Click: 'Add'
3. Enter our Business Number: 739719433
5. Click: 'YES' to Online ( if the option is not there, move to next step)
6. Click: Level 2 Access
7. Click: No Expiry Date
8. Confirm and Submit.
If you don’t have a CRA access
Please advise the amount on line 15000 from your last filed tax return.
(You can add that in the additional notes section below)
Consent
(Required)
I confirm that the information provided is accurate and complete to the best of my knowledge.
Privacy Notice:
The information collected on this form will be used solely for the purpose of preparing your tax return. Your personal information will be kept confidential and secure in accordance with applicable privacy laws.
Date:
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About Us
Services
Personal Tax Preparation
Corporate Tax
Bookkeeping
Payroll
Administration
Financial Consulting
FAQ
Forms
Personal Tax Intake Form
Corporate Tax Intake Form
Bookkeeping Intake Form
Payroll Intake Form
Blog
Contact Us
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