Prior to completing our intake form, please download our helpful tax checklist to ensure you have all the appropriate information and documents ready. Download the Checklist Step 1 of 520%Personal InformationFirst Name(Required)Middle NameLast Name(Required)Social Insurance Number(Required)Email Address(Required) Phone Number(Required)Date of Birth(Required) DD slash MM slash YYYY Preferred language(Required)Preferred languageEnglishFrenchBest time to be contacted(Required)Best time to be contactedMorningAfternoonEveningGenderGenderMaleFemaleOthersMailing AddressAddress(Required) Unit, Street Number and Name City Province or TerritoryAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince Edward IslandQuebecSaskatchewanYukon Province or Territory Postal Code About your residenceIn which province or territory did you live on Dec 31, 2023?(Required)AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince Edward IslandQuebecSaskatchewanYukonOtherIf other, please specify.If your province or territory of residence changed in 2023, enter the date of your move DD slash MM slash YYYY Is your home address the same as your mailing address? Yes NoPlease enter your home address belowCurrent residence? AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince Edward IslandQuebecSaskatchewanYukon Province Did you become a resident of Canada (immigrate) for tax purposes in 2023? Yes NoYou and your familyMarital status on Dec 31, 2023(Required)Marital status on Dec 31, 2023?SingleMarriedCommon-lawDivorcedSeparatedSpouse First NameSpouse Last NameSpouse' Date of Birth DD slash MM slash YYYY Spouse Social Insurance NumberDid your marital status change in 2023? Yes NoAs of what date? DD slash MM slash YYYY Do you have any dependents? Yes NoHow many dependents? 1 2 3 4 5 6Dependent's DetailsDependent's Full NameGenderDate of BirthDependent's DetailsDependent's Full NameGenderDate of BirthDependent's DetailsDependent's Full NameGenderDate of BirthDependent's DetailsDependent's Full NameGenderDate of BirthDependent's DetailsDependent's Full NameGenderDate of BirthDependent's DetailsDependent's Full NameGenderDate of BirthMiscellaneousDid you work from home in 2023?(Required) Yes NoPlease provide the T2200 Form signed by your employer(Required)Max. file size: 100 MB.What is the total number of days you worked from home?Did you dispose of your principal residence in 2023?(Required) Yes NoDid you own specified foreign property with a total cost of more than $100,000 in 2023?(Required) Yes NoAre you a Canadian citizen?(Required) Yes NoPlease specify your nationalityAre you filing an income tax return with the CRA for the first time?(Required) Yes NoDo you authorize the CRA to provide your name and email address to Ontario Health to receive information about organ and tissue donation?(Required) Yes NoPersonal Income Tax ChecklistPlease select those that applyTax information slips Tax information slips Contract work, commission, other pensions, and annuities (T4A) RRSP contribution slips Employment insurance benefits (T4E) Interest, dividends, mutual funds (T3/T5) Statement of Securities Transactions (T5008) Old Age Security and CPP benefits (T4A-OAS, T4AP) Social assistance payments (T5007) Workers' compensation benefits (T5007) Tuition/education receipts (T2202A)Credits/Deductions First-time home buyers credit for 2023 Charitable donations receipts Medical expenses Professional or union dues Childcare expenses for children under 16 Interest paid on student loans Interest paid for any investments Investment counsel fees Political contributions Office-in-home expenses (if applicable) Exams for professional certification Tool expenses (Tradespersons) Support payments for a child, spouse, or common-law partner Eligible educator school supplies expensesOther documentation Summary of your income earned and expenses incurred if you're a sole proprietor (T2125) Disability Tax Credit Certificate (if applicable) Direct deposit banking information (if it has changed) Rental property listing of income and expensesOther informationAre you an existing client? Yes NoPlease specify the year you intend on filing for: 2023 2022 2021 2020 2019 OtherHow did you hear about us? Word-of-mouth, Google, Other?Please specify what yearUpload File Drop files here or Select filesMax. file size: 100 MB.I confirm that I have reviewed my information for accuracy and completeness before proceeding with my submission.(Required) I confirm that I have reviewed my information for accuracy and completeness before proceeding with my submission.(Required)I have read and accept the terms and conditions.(Required) I have read and accept the terms and conditions.(Required)CAPTCHACommentsThis field is for validation purposes and should be left unchanged.
