We Do Taxes

Personal Tax Receiving Form 2012 New Clients

Click to download or fill out form below.

Intake Form for New Clients

Date*
MM slash DD slash YYYY
S.I.N.*
Name*
First Last
Date of Birth*
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 Province Postal Code
Home Telephone*
Business Telephone
Occupation*
Email*
Marital Status*
- Single
- Married
- Divorced
- Seperated
- Widowed
Date of marital status change if in 2012?
MM slash DD slash YYYY
Spouse's Name
First Last
Date of Birth
MM slash DD slash YYYY
Address (if different)
Street Address City 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
MM slash DD slash YYYY
Relationship
S.I.N.
2012 Net Income
Name
First Last
Date of Birth
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

Personal Tax Receiving Form 2012 New Clients

Intake Form for New Clients

New Clients

Dependents - includes children, parents, grandparents, aunts, uncles, & in-laws living at same address.

General

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