Skip to main content
x-twitter
facebook
youtube
instagram
yelp
Available 24 Hours:
(672) 967-8000
|
Consultation
Hit enter to search or ESC to close
Search
Close Search
Menu
Home
About Us
Services
Personal Tax Preparation
Corporate Tax
Bookkeeping
Payroll
Administration
Financial Planning
FAQ
Forms
T1 Intake Form
Corporate Tax Return
Bookkeeping
Payroll Intake Form
Blog
Contact Us
T1 Intake Form
Personal Tax Preparation
If New Client View Picture Identification
Choose Option If New Client
CONFIRM CRA Access
OBTAIN CRA Access - Attach Signed Authorization
Tax Preparation Required for the following Year(s)
Select Years
2026
2025
2024
2023
2022
2021
2020
2019
2018
50% Deposit Required if more than 2 years
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
(Required)
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
(Required)
Phone
(Required)
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
Moving & Real Estate
Did you move at least 40KM closer to attend school full time or for employment (incl. self)?
Yes
No
Did you sell or change use of any real estate during any year taxes are being prepared for?
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, EZSpouse)
Add
Remove
Full Name
DOB (MM/DD/YYYY)
DD dash MM dash YYYY
SIN (if applicable)
Options
CTB
DTCr
EZSpouse
Full Name
DOB (MM/DD/YYYY)
DD dash MM dash YYYY
SIN (if applicable)
Options
CTB
DTCr
EZSpouse
Full Name
DOB (MM/DD/YYYY)
DD dash MM dash YYYY
SIN (if applicable)
Options
CTB
DTCr
EZSpouse
Full Name
DOB (MM/DD/YYYY)
DD dash MM dash YYYY
SIN (if applicable)
Options
CTB
DTCr
EZSpouse
Full Name
DOB (MM/DD/YYYY)
DD dash MM dash YYYY
SIN (if applicable)
Options
CTB
DTCr
EZSpouse
Please Answer The Following Questions
Do you have income that is exempt under the Indian Act?
Yes
No
If yes, 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
If you became a resident of Canada in 2025, please enter date of entry:
MM slash DD slash YYYY
If you ceased to be a resident of Canada in 2025, please enter date of departure:
MM slash DD slash YYYY
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 qualify to claim Employment Expenses?
Yes
No
If yes, complete and attach CRA Form #T777 and T2200
Do you qualify to claim Meals and Lodging Expenses?
Yes
No
If yes, complete and attach CRA Form #TL2
Do you consent to share contact information only - Organ and tissue donor registry (BC)?
Yes
No
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)
Is this a return for a Deceased Person?
Is this a return for a deceased person?
Yes
No
If yes, please complete the personal information section for the deceased person. Attach a copy of the Death Certificate and a copy of the Will. If no will was made, attach a copy of the Grant of Probate.
Is a list of beneficiaries information required?
Yes
No
Complete the following information for each executor:
Full Legal Name
Full Mailing Address
City/Prov/PC:
Phone
Email
NOTES to Preparer
Additional notes, forms supplied, or special instructions:
Enter any additional information or notes here...
Please attach the CRA authorization form
Do you have CRA access?
If “YES”, please authorize us as a representative in your CRA profile by entering the following info and options.
Step 1, Enter our Business Number: 739719433
Step 2, click: ‘YES’ to Online
Step 3, click: Level 2 Access
Step 4, click: No Expiry Date
If “NO”, please provide line 15000 from your latest tax return or use the drop file option to attach your latest tax return document.
Drop files here or
Select files
Max. file size: 24 MB.
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:
Close Menu
Available 24 Hours:
(672) 967-8000
|
Consultation
Home
About Us
Services
Personal Tax Preparation
Corporate Tax
Bookkeeping
Payroll
Administration
Financial Planning
FAQ
Forms
T1 Intake Form
Corporate Tax Return
Bookkeeping
Payroll Intake Form
Blog
Contact Us
x-twitter
facebook
youtube
instagram
yelp