⇒ 301-6th Avenue South
Cranbrook BC V1C 2H9 ⇒ 15300 54A Avenue Surrey BC V3S 8R7

Monday - Friday
9:00 AM - 5:00 PM

(250) 426-7744

(778) 783-2828
Email Us

Tax Intake Form
Services
Resources
Contact
Privacy Policy
Book Appointment

2023 Tax Season is here! You can now complete our tax intake form online: click here.
Submit Tax Authorization form: click here.

Tax Intake Form
Services
Resources
Contact
Privacy Policy
Book Appointment

301-6th Ave. South Cranbrook BC V1C 2H9

Mon-Fri: 9 AM-5:30 PM Saturday: 10 AM - 3 PM

(250) 426-7744 Email Us

2023 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 2023?*

Yes

No

Please provide your current address.

Province of Residence on December 31, 2023*

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 2023?*

Yes

No

Date of Change in Martial Status*

Dependants

Name

Date of Birth (DOB)

Name

Date of Birth (DOB)

Name

Date of Birth (DOB)

Name

Date of Birth (DOB)

I have more than 4 dependants

Name

Date of Birth (DOB)

Name

Date of Birth (DOB)

Name

Date of Birth (DOB)

Name

Date of Birth (DOB)

Tax Profile

Do you or your spouse have $100,000 or more in assets outside of Canada?*

Yes

No

Did you or your spouse buy or sell property in 2023?*

Yes

No

Are you a Canadian citizen?*

Yes

No

Please indicate which of the following apply to your tax situation: Income

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

Deductions

T4 RSP

Union dues

Childcare

Employment Expenses - T2200

Interest or Borrowing

Moving Expenses T1M

Support Paid

Credits

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)

Red Seal (Year 3 & 4)

Tips

Tip Amount

Please enter the amount of tips (gratuities) received.

Property

Do you share title/ownership with a 3rd party (property, bank, trust) ?

Yes

No

Did you open a First Home Savings Account (FHSA) in 2023 ?

Yes

No

Did you contribute to it ?

Yes

No

If you RENT your home, for each location that you lived in during 2023, please advise the following :

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

My direct deposit information has changed in 2023*

Yes

No

To receive your refund by direct deposit, enter your baking details here. You may also provide these details when you stop in the office.

Branch

Bank

Account

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)*

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

New Customer ?

Submit Tax Authorization form: click here.

×

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