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Tax Filing Intake Form
The details provided by submitting this form will be processed for the purpose of tax filing and any follow up, if required.
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* Indicates required question
Email
*
Your email
Telephone Number (Cellular/Home)
*
Your answer
For which year are you submitting tax return request?
*
2023
2022
Other:
Required
Basic Information
First Name (as per SIN)
Your answer
Middle Name (as per SIN)
Your answer
Last Name (as per SIN)
Your answer
Social Insurance Number (SIN)
Your answer
Date Of Birth
*
MM
/
DD
/
YYYY
Province of residence on Dec 31 of tax filing year
*
Ontario
Other:
Marital status on Dec31 of tax filing year
*
Married
Unmarried
Separated
Divorced
Other:
Did your marital status change in the year of tax being filed (including separated for less than 90 Days)?
*
Y
N
Is your spouse living with you in Canada
*
Y
N
NA
Gender (Mandatory For Quebec Residents)
Your answer
Mailing Address
Address
*
Your answer
City
*
Your answer
Province
*
Ontario
Other:
Canadian Postal Code
*
Your answer
Tax Questions
Are you filing an income tax return with the CRA for the first time?
*
Y
N
Do you have Canadian Citizenship?
*
Y
N
Date of Entry in Canada
(If you moved to Canada in the year of tax being filed)
MM
/
DD
/
YYYY
Source of income in the tax filing year
*
No Income
T4
T2202
5007
Other:
Required
Spouse Information (If Married Or Common Law Partner
)
Spouse First Name
Your answer
Spouse Last Name
Your answer
Spouse Social Insurance Number (SIN)
Your answer
Spouse Date Of Birth
MM
/
DD
/
YYYY
Spouse Gender (Mandatory for Quebec Residents)
Your answer
Spouse's email address
Your answer
Is your spouse filing an income tax return with the CRA for very first time?
Y
N
Clear selection
Does your spouse have Canadian Citizenship?
Y
N
Clear selection
Spouse's Date of entry in Canada
(If your spouse moved to Canada in the year of tax being filed)
MM
/
DD
/
YYYY
Spouse's Source of income in the tax filing year
No Income
T4
T2202
T5007
Other:
A copy of your responses will be emailed to the address you provided.
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