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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Email *
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
What Is Your Full Name (First and Last Name Combined) *
What Is Your First Name? *
What Is Your Last Name? *
What Is Your Social Insurance Number (SIN NUMBER)

If This Is Your First Time Filing A Tax Return In Canada. 
Please Send A Copy Of Your SIN CARD Paper.
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If This Is Your First Time Filing Please Let Us Know Your Middle Name? 
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What Is Your Marital Status As Of Dec 31 2025? *
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 2025? 

If This Does Not Apply To You, Please Type "N/A"
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What Is Your Spouse's Name? *
Did You Get Married Or Separated/Divorced In 2025? If So Please Enter Date and Please SPELL IT OUT i.e. July 10 2025, or Jan 5 2025.

If This Does Not Apply To You, Please Type "N/A"
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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? *
If You Are A First Time Filer With Easy Taxes Do You Have A CRA MY ACCOUNT Login? *
If You Are A First Time Filer With Easy Taxes Do You Have A Copy Of Your Last Filed CRA Tax Return And/Or Notice Of Assessment That You Can Email Us? *
How Many Years Taxes Are We Filing For You? *
Required
Gender *
Canadian Citizen As Of Dec 31 2025? *
If You Are An International Student Or An Immigrant To Canada In 2025, 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
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What Is Your CURRENT Mailing Address? Please Include City And Postal Code? PLEASE INCLUDE APARTMENT NUMBER *
Did You Live In A House Or Apartment/Condo? *
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. *
Did You Do Uber/Skip The Dishes/Uber Eats Or Have A Small Business Or Own A Rental Property (As A Landlord) In 2025? *
If You Have An HST Number Please Type In Your HST Number Here (If You DO NOT Have An HST Number Type N/A) *
What Is Your CELL Phone Number? *
What Is Your EMAIL Address? *
Did You Make Any Donations In 2025? If Yes, How Much? Please Send Email To tax@easytaxes.org Or I Will WhatsApp Or SMS TEXT or iMessage To Either 647-208-0786 OR 647-365-1847(WHATSAPP ONLY) 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 2025 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 2025, 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"
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In 2025 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 2025 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%? 

What Date Did You Buy And/Or Sale The Home?

If This Does Not Apply To You, Please Type "N/A"
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Any Major Medical Expenses In 2025? If Yes, Please Provide Approximately How Much In Medical Expenses. Please Send Email To tax@easytaxes.org Or I Will WhatsApp Or SMS TEXT or iMessage To Either 647-208-0786 OR 647-365-1847(WHATSAPP ONLY) With Copies Of Medical Receipts

If This Does Not Apply To You, Please Type "N/A"
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How Much Of The Medical Expenses Above Relate To: 
Fees for IVF, ICSI, IUI, Storage of Embryos/Sperm/Eggs and Related IVF Medical Expenses and fees paid to a public or private hospital or medical practitioner to conceive a child
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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 2025? (Period March 1 2025 To Feb 28 2026) Please Send Email To tax@easytaxes.org Or I Will WhatsApp Or SMS TEXT or iMessage To Either 647-208-0786 OR 647-365-1847(WHATSAPP ONLY) 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 2025? *
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 *
Any University Or College/Tuition Paid In 2025, If So Please Email T2202 To tax@easytaxes.org Or I Will WhatsApp Or SMS TEXT or iMessage To Either 647-208-0786 OR 647-365-1847(WHATSAPP ONLY) Copy Of T2202.

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 2025, 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"
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How Many Months Did You Pay Rent/Property Taxes In 2025?  *
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 *
If You RENT Did You Sign A Lease Agreement With The Landlord And Can Provide It To The CRA In Case Of A Review/Audit *
Did You Have To Work From Home In 2025? If So Do You Have Form T2200 From Your Employer?

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

Please Note Additional $40 Will Be Added To Price To Claim WFH Expenses.

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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Do You Own Any Foreign Property (Bank Accounts, Cash Accounts, Land, Building, Investments, Gold, Rental Property, Farm, Other Assets, Crypto) With A Cost Value Of Greater Then $100,000? If Yes We Need To File A T1135. Please Contact Easy Taxes Via Email/Text/WhatsApp To Discuss If This Applies To You. *
Please Let Us Know How We Are Filing Your Taxes: *
Do You Agree That The Price Of $70 Is Just To File A Basic Personal Tax Return For One Person For One Year. If You Are Filing Multiple Years AND/OR You Have A Rental Property/Investment Property AND/OR You Have A Small Business AND/OR You Are Claiming Employment Expenses And/Or WFH Expenses ADDITIONAL FEES Will Apply. *
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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We Will Need A Copy Of Your ID To Verify Yourself, Please Confirm How You Will Be Sending Us Your ID? *
By Clicking Yes, Do You Agree That All Monies Paid To Easy Taxes Are Non-Refundable Once Work Has Commenced And Been Completed? *

By clicking Yes, you agree that your tax filing is being handled remotely and that all communication regarding your return, questions, updates, or concerns will take place only by email, WhatsApp, or text message. You also understand that remote filing does not include free phone calls or in-person meetings. If you would like to discuss your taxes by phone or in person, a $50 consultation fee will apply.

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PLEASE EMAIL TAX@EASYTAXES.ORG OR TEXT/IMESSAGE/WHATSAPP 647-208-0786 OR 647-365-1847(WHATSAPP ONLY) 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.
A copy of your responses will be emailed to the address you provided.
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