Personal Income Tax Client Intake Form
Please Fill Out The Form Below For Us To Get Started On Your Taxes, If You Have Questions While Answering The Questions Please Call/Text/WhatsApp/Email Us.
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If You Are A New Client, Please Watch This 3 Minute Video Before Filing Your Taxes To Learn About The Steps And Process To File Your Personal Taxes Remotely With Easy Taxes
How Are You Contacting Us To File Your Taxes? (I Have Not Contacted You. Please CONTACT US BEFORE FILING IN THE FORM) *
Are You A First Time Client Or Existing Client? *
How Many Years Taxes Are We Filing For You? *
Required
What Is Your First Name? *
What Is Your Last Name? *
If This Is Your First Time Filing Please Let Us Know Your Middle Name? 
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What Is Your Social Insurance Number (SIN NUMBER) *
Gender *
Canadian Citizen As Of Dec 31 2023? *
If You Are An International Student Or An Immigrant To Canada In 2023, Please Enter Your Arrival Date Into Canada. 

If This Does Not Apply To You, Please Type "N/A"

If This Is Your First Time Filing Please Send A Copy Of Your SIN CARD Paper and Bank Details/Void Cheque/Direct Deposit Form
*
What Is Your CURRENT Mailing Address? Please Include City And Postal Code? PLEASE INCLUDE APARTMENT NUMBER *
If You Live In A Condo Or Apartment Please Write In Your Unit Number, If You Live In A House Type In N/A *
What Is Your Date Of Birth? Please SPELL IT OUT i.e. July 10 1985, or Jan 5 1967. *
What Is Your Marital Status As Of Dec 31 2023? *
If You Are Married Or Common Law, Are We Filing Your Partners Tax Returns?

If Yes, Please Ask Partner To Fill In This Form Also And Please Type In Partners Name.

If No, Please Type In Partners Name, Date of Birth and Approximate Income For 2023? Optional Enter His/Her SIN Number.

If This Does Not Apply To You, Please Type "N/A"
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Did You Get Married Or Separated/Divorced In 2023? If So Please Enter Date and Please SPELL IT OUT i.e. July 10 2023, or Jan 5 2023.

If This Does Not Apply To You, Please Type "N/A"
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Did You Do Uber/Skip The Dishes/Uber Eats Or Have A Small Business Or Own A Rental Property (As A Landlord) In 2023? *
What Is Your CELL Phone Number? *
What Is Your EMAIL Address? *
Did You Make Any Donations In 2023? If Yes, How Much? Please Send Email To tax@easytaxes.org With Copies Of Donation Receipts

If This Does Not Apply To You, Please Type "N/A"
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Do You Have Any Kids Under 18 Which Live With You In 2023 And Are Your Dependents? If So Provide First and Last Name And Date Of Birth AND Gender

If This Does Not Apply To You, Please Type "N/A"

Please Remember To Provide First and Last Name And Date Of Birth AND Gender
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Any Childcare/Daycare Expenses In 2023, If So Provide Amounts? Please Send Email To tax@easytaxes.org With Copies Of Daycare/Childcare Receipts

If This Does Not Apply To You, Please Type "N/A"
*
In 2023 Are You Paying Or Receiving Spousal Support?

If Yes, Who Are You Paying or Receiving Spousal Support From, Please Enter First and Last Name and SIN Number.

If This Does Not Apply To You, Please Type "N/A"
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Did You Buy Or Sale A Home In 2023? If So How Much Did You Sell If For? What Was The Full Address With Postal Code Of The House You Sold? And What Year Did You Buy This House? How Much Did You SELL Your House For? Did You Own The House 100% Or 50% Or X%?

If This Does Not Apply To You, Please Type "N/A"
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Any Major Medical Expenses In 2023? If Yes, Please Provide Approximately How Much In Medical Expenses. Please Send Email To tax@easytaxes.org With Copies Of Medical Receipts

If This Does Not Apply To You, Please Type "N/A"
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Do You or Any Of Your Dependents (If Any) Have A Disability And If So Have A Disability Tax Credit Registered With The CRA?  *
Any RRSP Contributions In 2023? (Period March 1 2023 To Feb 28 2024) Please Send Email To tax@easytaxes.org With Copies Of RRSP Receipts

If This Does Not Apply To You, Please Type "N/A"
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Did You Open An FHSA Account In 2023? *
If You Answered YES To Above (That You Opened And FHSA Account), Please Let Us Know If You Made Any Contributions To The FHSA Account. If You Did Please Enter The Amount and Email/Whatsapp The Proof Of Contribution To Easy Taxes. 

If You DID NOT open an FHSA Account OR Did Not Contribute To an FHSA Account Please Type N/A
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Any University Or College/Tuition Paid In 2023, If So Please Email T2202a  To tax@easytaxes.org

If This Does Not Apply To You, Please Type "N/A"
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IF we are Filing 2020 2021 or 2022 Tax Return Did You Work From Home?  *
Any Rent/Property Taxes Paid In Ontario In 2023, If So How Much? And Please Let Me Know If Its Rent Or Property Taxes And Please Provide ALL Address Where You Paid Rent/Taxes? If You Paid Rent/Property Taxes At Multiple Addresses In 2023, Please List Out Months Paid At Address 1 and Amounts, And Months Paid At Address 2 and Amounts etc....

If This Does Not Apply To You, Please Type "N/A"
*
How Many Months Did You Pay Rent/Property Taxes In 2023?  *
IF You Paid Rent Did Please Let Me Know Who You Paid Rent Too? *
If The CRA Ask Do You Have A Rental Agreement and/or Rent Letter From Landlord Or Final Property Tax Bill With Your Name To Prove To CRA Rent Paid/Property Taxes Paid *
Are You Set up For CRA Direct Deposit? If Not Please Provide Banking Details/Void Cheque?

If This Does Not Apply To You, Please Type "N/A"
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Did You Have To Work From Home In 2023? If So Do You Have Form T2200 From Your Employer?

If This Does Not Apply To You, Please Type "N/A"
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If You Have Form T2200 From Your Employer To Claim Home Expenses And Was NOT Reimbursed By Employer Please Provide Number of Months You Worked From Home And Cost Per Month For Expenses Such As: (Rent, Internet, Heat, Hydro, Water, Office Supplies, Cell Phone/Telephone, Maintenance, Property Taxes)

If This Does Not Apply To You, Please Type "N/A"
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Anything Else You Think We Should Know About Your Situation. The More You Tell Us, The Easier It Would Be To Find Credits/Deductions For You.

If This Does Not Apply To You, Please Type "N/A"
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Which Communication Method Do You Prefer for CRA To Send You Your Notices and Letters? By Default Most Tax Payers Choose Paper Mail Via Canada Post.

PLEASE NOTE: TAXPAYERS NEED TO HAVE A CRA MY ACCOUNT TO ACCESS ONLINE MAIL. BY CHOOSING TO SET UP ONLINE MAIL, YOU ACKNOWLEDGE YOU HAVE A CRA MY ACCOUNT OR WILL CREATE ONE. EASY TAXES DOES NOT GET COPIES OF ANY LETTERS/NOTICES AND WE CANNOT CREATE A CRA MY ACCOUNT FOR YOU.
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How Will You Make Payment For Filing Your Taxes? Please Visit For Details On How To Pay:

www.easytaxes.org/pay/

How Will You Pay:
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PLEASE EMAIL TAX@EASYTAXES.ORG OR TEXT/WHATSAPP 647-208-0786 AFTER SUBMITTING THE FORM BELOW. NOTE I REQUIRE FULL PAYMENT BEFORE I START ON YOUR TAXES. PLEASE EMAIL OR TEXT OR MESSAGE ONCE YOU FILL OUT THE FORM FOR PRICING AND AMOUNT DUE AND OTHER QUESTIONS YOU HAVE


If This Is Your First Time Filing Please Send A Copy Of Your SIN CARD Paper and Bank Details/Void Cheque/Direct Deposit Form
A copy of your responses will be emailed to the address you provided.
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