Client Intake Form

General Questions

Are you filing Tax for First Time in Canada? *

Did you filed your taxes Before with Control-Tax Services? *

Did you registered for you CRA My Account? *

For which year/years you want to file your personal tax.

Did you opened FHSA Account? *

In which year you opened your FHSA account?

Personal information

First Name *

Last Name *

Phone *

Email Address *

Sin Number *

Date of Birth *

Street Address *

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Marital Status *

Date of Marriage *

Date of Common Law status begins *

Date of Sepration *

Date of Divorce *

Date of Widow *

Spouse's Personal information

Do your spouse also want to file taxes with you? *

Your spouse is residing in Canada? *

First Name *

Last Name *

Phone *

Email Address *

Sin Number

Date of Birth *

Dependents

Do you have dependents/Children? *

Children information

First Name *

Last Name *

Date of Birth *

Month

Day

Year

Your dependent/child is residing in Canada? *

Income & Employment

Employed in 2024? *

Upload All your T4's

Uber/LYFT, Skip, Doordash or other apps Income? *

Upload Income Summaries *

Summary Of ExpensesIf you're unsure about what to include, feel free to write any notes or questions in the space provided—we’ll review and discuss it with you to ensure everything is filed correctly.

Would you like us to prepare a GST/HST return for your personal business number (BN)? *If you’re unsure about GST return answer yes if you have a BN, don’t worry—you can call us after submitting the form and we’ll help you.

Business Number

Access Code

Start Date of HST

End Date of HST

Self-Employed/Rental/Investment Income? *

If self-employed: Business Name, Industry, Gross Income, ExpensesIf you're unsure about what to include, feel free to write any notes or questions in the space provided—we’ll review and discuss it with you to ensure everything is filed correctly.

If you have rental income, please provide the following details: Rental Address Total Gross Rental Income, Rental Expenses (e.g., mortgage interest, property taxes, insurance, repairs, utilities, etc.)If you're unsure about what to include, feel free to write any notes or questions in the space provided—we’ll review and discuss it with you to ensure everything is filed correctly.

Upload Self-Employed/Rental/Investment Income related documents *

Did you receive CERB/CRB/EI/Other benefits? *

Upload slips (T4E, T4A, etc.)

Deductions/Credits

RRSP/FHSA Contributions *

Student in 2024? (Upload T2202) *

Medical Expenses in 2024 or Unclaimed 2023 *

Donations? (Upload receipts) *

Childcare Expenses? *

Disability (yourself/spouse/dependent)? *

Upload all deduction related documents here

Rental Benefits

Do you want to claim rental benefits? *

Rental AddressesPlease ensure you include amounts only for the months within the 2024 tax year (January to December).

Street Address

Apartment, suite, etc

City

State/Province

Number of Months

Rent paid per month

Consent & Declaration

Upload additional documents (Optional)