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April 20, 2018
Ten Things to Give Your Tax Preparer
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Personal Tax Receiving Form 2012 Returning Clients
Personal Tax Receiving Form 2012 Returning Clients
Click to download
or fill out form below.
Intake Form for Returning Clients
Date
*
Name
*
First
Last
Phone
*
Email
*
Same address?
*
Yes
No
Home Buyers RRSP Loan or LLF Repayment Required?
*
Yes
No
If yes, amount?
Own foreign property values over $100,000?
*
Yes
No
If yes, Location?
And income reported?
Canadian citizen?
*
Yes
No
Okay to give name and address to Electons Canada for the Voting List?
*
Yes
No
First time home buyer in 2012
*
Yes
No
Did you serve as a volunteer for more that 200 hours in 2012?
*
Yes
No
Completed any eligible apprenticeship level training during year?
*
Yes
No
If yes, details?
Address
*
Street Address
City
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland & Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
Province
Postal Code
Home Telephone
*
Business Telephone
Marital Status
*
Single
Married
Divorced
Seperated
Widowed
Date of change?
*
Spouse's Name
First
Last
Date of Birth
*
Occupation
*
S.I.N.
*
Births or other dependents new in 2012 (Dependent Parents, etc.)
Name
*
First
Last
Date of Birth
*
Relationship
*
Name
*
First
Last
Date of Birth
*
Relationship
*
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