2025 Tax Intake Form

No need to print! Simply fill in the form below and hit ‘Send’. We will receive your form via secure email.

Basics Information

Welcome! Are you a new customer?*

Want to Submit complete documents online or visit office ?*

I WILL VISIT THE OFFICE TO DROP OFF THE DOCUMENTS

I WOULD LIKE TO UPLOAD THE DOCUMENTS ONLINE

Your Name*

Prefix

First

Middle

Last

Spouse's Name

Prefix

First

Middle

Last

Social Insurance Number (SIN)*

Spouse Social Insurance Number (SIN)

Date of Birth (DOB)*

Spouse Date of Birth (DOB)

Current Address*

City*

Postal Code*

Did your address change in 2025?*

Yes

Please provide your current address.

Province of Residence on December 31, 2025*

Mobile Phone

Phone*

Email*

Marital Status

Current Marital Status*

You must declare your marital status accurately to the Canadian Revenue Agency. If you're not sure which one applies to you see here.

Did Your Martial Status Change in 2025?*

Yes

Date of Change in Martial Status*

Dependants

Name

Date of Birth (DOB)

Claim(Y/N)

Yes

DTC (Y/N)

Yes

Name

Date of Birth (DOB)

Claim (Y/N)

Yes

DTC (Y/N)

Yes

Name

Date of Birth (DOB)

Claim (Y/N)

Yes

DTC (Y/N)

Yes

Name

Date of Birth (DOB)

Claim (Y/N)

Yes

DTC (Y/N)

Yes

I have more than 4 dependants

Name

Date of Birth (DOB)

Claim (Y/N)

Yes

DTC (Y/N)

Yes

Name

Date of Birth (DOB)

Claim (Y/N)

Yes

DTC (Y/N)

Yes

Name

Date of Birth (DOB)

Claim (Y/N)

Yes

DTC (Y/N)

Yes

Name

Date of Birth (DOB)

Claim (Y/N)

Yes

DTC (Y/N)

Yes

Tax Profile

Property

Did you open a First Home Savings Account (FHSA) in 2025 ?

Yes

Did you contribute to it ?

Yes

If you RENT your home, for each location that you lived in during 2025, please advise the following :

(This Credit is only for BC residents, if rented more than 6 months and household income is below $84764)

Location 1

Full Address

Amount of Rent paid

# of months at location

Name of Landlord

Location 2

Full Address

Amount of Rent paid

# of months at location

Name of Landlord

Return Options

I would like my tax return*

Emailed to me as a PDF file

Printed on paper (I will pick up)

Direct Deposit

Notice: We can no longer register or change CRA Direct Deposit on your behalf. To receive refunds by direct deposit, please update your Direct Deposit yourself using one of the following methods before we file your return:

Through your bank
Via your CRA My Account
By mailing the CRA Direct-Deposit enrolment form

DOCUMENTS

T3*

T4*

T4 A*

T4 A(P) CPP*

T4 A (OAS)*

T4 E*

T4 RIF*

T5*

T5007*

T5008*

Self-Employment Income*

Rental Income*

Capital Gains*

T4 RSP*

Union dues*

Childcare*

Employment Expenses - T2200*

Interest or Borrowing*

Moving Expenses T1M*

Support Paid*

Medical/Dental Private*

Caregiver*

First Time Home Buyer*

Home Buyer's or Life-long Learning Plan*

Donations*

Tuition - T2202*

Student Loan Interest*

Disability tax credit*

Eligible Dependent*

Volunteer Fire Fighter/ Search & Rescue*

TL2 (now $23 a meal)*

Home Reno - Disabled/65+*

Medical Travel (over 40km)*

Nursing Home *

(Only if disabled or certified by doctor)

Red Seal (Year 3 & 4)*

Tips*

Anything Else?

Questions or comments regarding your tax return?

Declaration & Signature

I have read and agree to the privacy policy.

By checking this box I declare that I have read, understood, and agree to the Privacy Policy.

The information I am providing is true, honest, and accurate

By checking this box I declare that the information I am submitting is true, honest, and accurate to the best of my knowledge. I understand and agree that checking this box and clicking 'SEND' is equivalent to providing my signature.

We will only call you if we need to verify or update any details related to your tax preparation.

Please check this box to give us your permission to contact you by phone if necessary. Thank you for your cooperation.

This field should be left blank

2025 Tax Intake Form

Basics Information

Important Update

Marital Status

Dependants

Tax Profile

Property

If you RENT your home, for each location that you lived in during 2025, please advise the following :

Location 1

Location 2

Return Options

Direct Deposit

DOCUMENTS

Anything Else?

Declaration & Signature