User Intake Form

Are you a filing taxes for the first time in Canada?*
- Yes
- No
Please enter date & year of arrival*
Date Format: MM slash DD slash YYYY
Are you currently renting?*
- Yes
- No
Please enter full property address*
Address No of months Total Rent Paid
Do you have your own home?*
- Yes
- No
Address*
Street Address
Property Tax Paid for the year*
Did you attend any college, university, or any other post-secondary institute in #PTY#?*
- Yes
- No
Note: Make sure to attach your T2202 form in upload section.

If any, enter unused tuition credits leftover to apply on your tax return? (This information can be found on your Notice of assessment, by calling CRA or on your previous year tax return)
Amount:
Do you have business self-employment, rental or other income?*
- Yes
- No

Please upload all relevant tax slips/documents (T4, T5, RRSP, T2202-Tuition slip, T4A, T4E, T4A(P), T4RIF, T5007, T5008, T3, RRSP) (For business- Uber, Skip the dishes, Door Dash, Lyft)*
Drop files here or
Additional comments

- I confirm that all information i entered here is accurate and true.
- I allow Taxwala Inc. to capture my sensitive data like personal ID, government ID, social insurance number (SIN), and other information.
- I have read the terms and conditions and privacy policy of Taxwala Inc.
- By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed*
Date Format: MM slash DD slash YYYY

Date
Taxpayer Signature*
Date Signed*
Date Format: MM slash DD slash YYYY

Date
Spouse Signature*

CLIENT INTAKE FORM

Address	No of months	Total Rent Paid