Client Intake Form

Client intake form

Title

First Name

Initial

Last Name

Gender

Birth Date (dd/mm/yyyy)

Canadian Citizen

Social Insurance Number

Address

City

Province

Postal Code

Home Phone

Work/Cell Phone

Ext

Have you recently had or do you anticipate in the future:

A Change of Address?

A Change of Employment?

Marital Status on Dec 31st

Anticipate A Change In Status Soon?

Sold your home in the last year?

Did you own foreign property at any time during the year with a total cost of more than $100,000?

Did you pay rent this past year?

Did you pay property taxes?

Did you contribute to RRSP’s?

Have you made any charitable donations?

Do you want us to share your information with Elections Canada?

Do you have medical receipts?

Did you have to travel 40kms or more for medical reasons?

Do you have children?

Yes No

Other info that would be relevant or useful:

Would you like to be signed up to receive your NOA online instead of by mail?

Do you wish to have your documents stored on our server in case of an inquiry?

Are you interested in Audit Shield (insurance that covers accounting fees if audited)?

Would you like to have a follow up meeting with an accountant to discuss your return?

Would having your refund right away be of value to you?