Personal Tax Client Intake Form

Personal Information
Legal Name (as per CRA mailing/ records)*
Date of Birth*

MonthDayYear
SIN*
Gender*
Has your name changed with CRA in this tax year?
Please provide changes to legal Name (as per CRA records)*

Contact Information
Current Address*
Preferred Contact Phone Number*
Please enter a valid phone number.
Current Email Address*
example@example.com

Spouse/Partner Information
What is your current marital status?*
Spouse/Partner Legal Name*
Spouse/Partner Date of Birth*

MonthDayYear
Spouse/Partner SIN*
Is Spouse / Partner information being submitted to us?*
Has your marital status changed during the tax year?*
What did your marital status change to?*
What is the effective date of this change?*

MonthDayYear
Date
Spouse/Partner Legal Name*
Spouse/Partner Date of Birth*

MonthDayYear
Spouse/Partner SIN*
Is Spouse / Partner information being submitted to us?*
Child/Dependant Information
Do you have any children/dependants?*
How many children/dependants do you have to claim?*
Child/Dependant # 1*
Child/Dependant # 2*
Child/Dependant # 3*
Child/Dependant # 4*
Child/Dependant # 5*
Child/Dependant # 6*
Child/Dependant # 7*
Child/Dependant # 8*

Residency & Filing
Residency Status*
Did you sell a home during the tax year(s) we are preparing for you?*
Was this home your primary residence for the full time you owned it?*
Did you rent any part of the home out during any of the years you owned it.*
Details of property sold...*
Did you own Foreign Property (real property, investments) of more than $100k CAD in value?*
Do you have a valid T2201 Disability Tax Credit approved on file with CRA?*

Income
Tax Checklist - Income

Please ensure to gather to upload all income slips including but not limited to...
- All T4 slips
- Investment income slips – Such as T5, T3, T4RSP, T4RIF, T4PS, T5008
- Pensions – Old Age Security T4A(OAS), Canada Pension T4AP, other pensions, and annuities T4A.
- Employment Insurance Benefits – T4E
- Social Assistance / Workers Compensation Payments T5007, T5008
- Self-Employment / Business Activities - Worksheet required
- Self-Employment / Commission Activities - Worksheet required
- Rental Income - Worksheet required
Are you submitting any of the above mentioned income tax slips*
Do you have any tips to claim that are not listed on your T4 or any worksheets you will be submitting?*
What is the amount you made in tips during this tax year.*

Deductions
Tax Checklist - Deductions

Please ensure to gather to upload all income slips including but not limited to...
- Childcare – with supporting receipts and SIN of the caregiver
- Adoption costs
- Tuition Receipts – T2202 (Note - no other receipts for school expenses are deductable)
- RRSP Contributions (for Mar - Dec of the current tax year or 1st 60 days of the subsequent year)
- Child or Spousal Support – with a copy of the agreement if not previously provided
- Rent / Property Tax - Ontario Only
- Professional Fees or Union Dues (not included on T4)
- Medical Expenses - Worksheet required for more than 5 slips
- Charitable Donations (not included on T4)
- Interest on Student Loans
- Political Contributions
- Tool Expenses - Employment Expenses worksheet required - provided [INSERT LINK]
- Moving Expenses – only if moving for work/school - worksheet required - provided [INSERT LINK]
- Employment Expenses - worksheet required - provided [INSERT LINK]
- Carrying charges and interest expenses (Safety Deposit Box or interest on investment loan)
- Rent receipt template provided [INSERT LINK]
- Custody agreement template provided [INSERT LINK]
Are you submitting any of the above mentioned deduction receipts*

CCA/Fixed Assets acquired and disposed of. (All depreciable property over $200 in value including business furniture, office equipment etc.)
Do you have a home office that your employer allows you to deduct - (Must specify on T2200 from employer)*
Home office expenses...
Other expenses that do not fit in any of the above categories. Specify descriptions and amounts below.
Do you receive commissions reported on your T4?*
Commission Employees Only - Also Complete Property Taxes and Home Insurance Below
Property Taxes
Home Insurance
Do you have any motor vehicle expenses to deduct? You must keep all receipts and mileage log for 6 years for CRA. (Must specify on T2200 from employer)*
Motor Vehicle Expenses...
Is vehicle financed or leased?*
If Financed...*
If Leased...*
Real Estate Activities
Do you have more than 1 rental property?*
How many rental properties do you own?*
Rental Property # 1...
Rental Property # 2...
Rental Property # 3...
Rental Property # 4...
Rental Property # 5...
Home Office Expenses...
Motor Vehicle Expenses...
Is vehicle financed or leased?
If Financed...*
If Leased...*
Self-Employed Activities

You are required to keep all supporting documents in case of a CRA review.
Business details...
Income and Earnings (Less GST/HST if you are HST registered)
Cost of Goods Sold...
Expenses (Less GST/HST if you are GST/HST registered)
Other expenses that do not fit in any of the above categories (Specify description and amounts below) - NOTE: Any individual items over $200 must be itemized in the CCA/Fixed Asset chart
CCA/Fixed Assets acquired and disposed of. (All depreciable property over $200 in value including business furniture, office equipment etc.)
Home Office Expenses...
Motor Vehicle Expenses...
Is vehicle financed or leased?
If Financed...*
If Leased...*

Document Uploads

Scan ALL your tax receipts, documents & receipts and then upload them below. Multiple files can be uploaded at once. You may take photos to upload, however you will need to ensure the photo is clear for viewing.
Are you providing us with your banking information for CRA to deposit any refunds? If so, please upload a picture of a void cheque / PAD form.*
Document Upload - Please upload ALL tax documents using the window below.

Cancelof
Do you see all documents you uploaded in a list below the Browse Files window above? If not, please wait a moment or upload again.*
Do you have any additional notes or comments regarding your income taxes for us?*
Do you want your return processed with priority speed (3 business days) for $25 per return? Otherwise your return will be prepared within a 1-2 week turnaround time. We only process income taxes on the weekends.*
Do you want CRA insurance added to your return? CRA insurance is $23 per single return/$35 per coupled return. If you select the CRA insurance option, we will take care of any pre/post assessment reviews, handle your basic CRA inquiries, access/reprint your Notice of Assessment from CRA website and adjust your return to include missing slips. *
I declare that all information provided in this submission is complete and accurate. I also declare that I have supporting documents and receipts as required by CRA and that it is MY responsibility to keep these documents in case of CRA review for a minimum of 6 years from the date of this filing. I understand that Cloud Business Services is completing my return based on the information provided by myself. Providing we have your authorization on file to interact with CRA, we will check for any missing tax slips that may be on file with CRA at the time. There will be a $5.00 fee per slip that we find. To avoid any additional charges, you may access the information yourself through CRA My Account prior to submitting your documents to us. *
Signature*
Date*

MonthDayYear
Date

Do you wish for us to provide tax information such as your refund / balance owing amounts to another person? Example, you may wish for us to speak to your spouse / partner or your parent / child in the event that you are not available.*
Do you wish for us to provide tax information such as your refund / balance owing amounts to another person? Example, you may wish for us to speak to your spouse / partner or your parent / child in the event that you are not available. If you have already authorized someone via this form, you are not required to submit for the same person again.*
Have you previously authorized us to provide tax information such as your refund / balance owing amounts to another person whom you want the authorization revoked for?*
Please provide the name of the person for whom you wish to revoke authorization.
You agree that we may disclose information to your representative such as:

•       provide information, tax slips and receipts for your T1 General Income Tax and Benefit Return;

•       information given on your T1 General Income Tax and Benefit Return;

•       adjustments to your T1 General Income Tax and Benefit;

•       information about your registered retirement savings plan, Home Buyers' Plan, tax-free savings account and Lifelong Learning Plan;

•       your accounting information, including balances, payment on filing, and installments or transfers;

•       information about your CRA account benefits and credits (Canada child benefit, goods, and services tax/harmonized sales tax credit, and working income tax benefit); and

•       your marital status (but not information related to your spouse or common-law partner)

•       adjustments to – income; – deductions; – non-refundable tax credits; and

•       change of address;

•       direct deposit information

Your representative may NOT

·        change your marital status

·        Access any information on your file from the moment we find out there is a divorce or separation that has occurred

Your responsibilities

It is your responsibility to monitor and understand the transactions your representative completes on your behalf, and to make sure that the information for your representative is current. It is your responsibility to let us know immediately should your marital situation change to separated or divorced, or should you decide to retract the authorization.
Full name of the person you allow us to speak to*

First NameLast Name
Relationship to this person*
Signature*
Date Signed*

MonthDayYear

Auth Rep.*
Date*

MonthDayYear
Signature*

Business Consent Authorization
You did not select that you had self-employment income to claim. Please continue.
Do you have a GST/HST number that you wish for us to prepare and file your taxes for?*
Business name:*
Business number:*
First name:*
Last name:*

Signature*
Date Signed*

MonthDayYear
Date
Phone Number*
Please enter a valid phone number.

Review
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Program Identifier	Reference Number

Personal Tax Client Intake Form

Personal Information

Contact Information

Spouse/Partner Information

Child/Dependant Information

Residency & Filing

Income

Deductions

Real Estate Activities

Self-Employed Activities

Document Uploads

Business Consent Authorization

Review