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October 1, 2020
Ten Things to Give Your Tax Preparer
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Personal Tax Receiving Form 2012 New Clients
Personal Tax Receiving Form 2012 New Clients
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or fill out form below.
Intake Form for New Clients
Date
*
Date Format: MM slash DD slash YYYY
S.I.N.
*
Name
*
First
Last
Date of Birth
*
Date Format: MM slash DD slash YYYY
2012 Tax Return or NCA attached?
*
Yes
No
Are you a Canadian citizen?
*
Yes
No
Home Buyers RRSP or Life Learning Repayment Required?
*
Yes
No
If yes, amount and year of withdrawl?
Have you purchased or recieved foreign property valued over $100,000?
*
Yes
No
If yes, Location?
And income reported?
Okay to give name and address to Electons Canada for the Voting List?
*
Yes
No
First time home buyer in 2012? (Can not have owned a home in 4 years prior to tax year)
*
Yes
No
Want Direct Deposit? (Bank acct nbr required prior to processing return)
*
Yes
No
Did you serve as a volunteer firefighter for more that 200 hours in 2012?
*
Yes
No
Completed any eligible apprenticeship level training during year?
*
Yes
No
If yes, details?
New Clients
Address
*
Street Address
City
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
Province
Postal Code
Home Telephone
*
Business Telephone
Occupation
*
Email
*
Marital Status
*
Single
Married
Divorced
Seperated
Widowed
Date of marital status change if in 2012?
Date Format: MM slash DD slash YYYY
Spouse's Name
First
Last
Date of Birth
Date Format: MM slash DD slash YYYY
Address (if different)
Street Address
City
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
Province
Postal Code
S.I.N.
2012 Net Income (if not preparing return)
Dependents - includes children, parents, grandparents, aunts, uncles, & in-laws living at same address.
Name
First
Last
Date of Birth
Date Format: MM slash DD slash YYYY
Relationship
S.I.N.
2012 Net Income
Name
First
Last
Date of Birth
Date Format: MM slash DD slash YYYY
Relationship
S.I.N.
2012 Net Income
General
Safety Deposit Box (if have invenstment income)
*
Yes
No
Any of above with disability that keeps them from feeding, dressing or caring for themselves? (T2201 Required)
*
Yes
No
Other Information
You may also like:
Personal Tax Receiving Form 2012 Returning Clients
Intake Forms
Personalized Tax Services
Admin Directory Entries
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