Client Intake Form

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Personal Information

Step 1 of 4 — Your basic details and contact information

First Name *

Middle Name

Last Name *

Social Insurance Number (SIN)

Date of Birth

Address

Street Address

Apt / Suite

City

Province

Postal Code

Contact

Home Phone

Work Phone

Cell Phone *

Email Address *

Status

Canadian Citizen?

Yes
No

Marital Status

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Spouse / Partner Information

Step 2 of 4 — Optional if you are single

Do you have a spouse or common-law partner?

First Name

Middle Name

Last Name

SIN

Date of Birth

Spouse Address

Spouse's address

Street Address

Apt / Suite

City

Province

Postal Code

Spouse Contact

Home Phone

Work Phone

Cell Phone

Email Address

Canadian Citizen?

Yes
No

Spouse Tax Documents

Income Slip

Expenses / Deductions

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Dependants Information

Step 3 of 4 — Optional if you have no dependants

How many dependants do you have?

1 Dependant 1

First Name

Middle Name

Last Name

Relation

Net Income ($)

Date of Birth

2 Dependant 2

First Name

Middle Name

Last Name

Relation

Net Income ($)

Date of Birth

3 Dependant 3

First Name

Middle Name

Last Name

Relation

Net Income ($)

Date of Birth

4 Dependant 4

First Name

Middle Name

Last Name

Relation

Net Income ($)

Date of Birth

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Documents & Final Details

Step 4 of 4 — Upload your tax documents and submit

Your Tax Documents

T4s, receipts, slips, previous returns — PDF, JPG, PNG, DOC accepted (max 10 MB each)

Income Slip(s)

Expenses & Deductions

Additional Information

Notes / Special Instructions

How did you hear about us?

Client Intake Form