Tax Intake Form

1Taxpayer information

2Tax Related Questions

3Spouse Information

4Upload Documents

5Expenses

6 Dependents

7Authorization & Consent

Company

This field is for validation purposes and should be left unchanged.

Name*

First Name Last Name

Phone Number*

Please enter a valid phone number

Date of Birth*

Date

Email*

example@example

Social Insurance Number (SIN)*

123 456 789

Address*

Street Address City Province Postal Code

Are you a Canadian citizen?*

Yes

Marital Status*

Business expenses for 2025

Enter your business costs, or attach an expense summary for us to review. Every field on this page is optional.

Business 1

Keep each business separate.

Business name or type (optional)

Add an expense

Business 2

Keep each business separate.

Business name or type (optional)

Add an expense

Business 3

Keep each business separate.

Business name or type (optional)

Add an expense

Vehicle used for business

Did you use a vehicle for this business in 2025?

Yes

I'm not sure

Vehicle 1

Vehicle name

Owned or leased?

Distance driven

Total kilometres driven (km)

Business kilometres driven (km)

Total kilometres must include both personal and business driving.

Vehicle costs for 2025

Enter the full costs for this vehicle. We will review the business-use portion.

Fuel and oil ($)

Insurance ($)

Maintenance and repairs ($)

Licence and registration ($)

Loan interest paid ($)

Business parking ($)

Lease payments ($)

Cost / market value of vehicle as of 2025 ($)

TAX INTAKE FORM

Tax Preparation Intake Form

Tax Preparation Intake Form

Spouse or Common-law Partner

Business expenses for 2025

Business 1

Business 2

Business 3

Vehicle used for business

Vehicle 1

Distance driven

Vehicle costs for 2025

Children and other dependants

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Company

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