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Tabika Accounting & Consulting
Chartered Professional Accountant

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3 Sophia St E, Barrie, ON L4M 1Y1
+1 437 992 2445
info@tabikaconsulting.ca

About Us

Welcome to Tabika Accounting & Consulting!

About Us

Contact Info

3 Sophia St E, Barrie, ON L4M 1Y1
+1 437 992 2445
info@tabikaconsulting.ca

Client Intake Form

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Client Intake Form

CLIENT INTAKE FORM

Please ensure all information is filled with accuracy.

Are you *An existing client with TACA New Client

How did you hear about us? *ReferralInstagramFacebookOther

Please select the Tax Years we are filing for *201620172018201920202021202220232024

First Name *

Last Name

SIN *

Birth Date *

Phone *

Email Address *

Address *

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Did you move between provinces in 2024 ? If Yes, please ensure to provide: 1. Date of move: 2. Any costs associated with move such as: hotel receipts, meals, moving company costs etc. 3. New and old addresses * Additional fee's apply for this service* *

Are you filing income tax in Canada for the first time? **If you answer yes, please attach photos of your passports main page & page which shows CBSA date of entry stamp. *YesNo

If you answered yes, please provide date of entry:

Are you a Canadian Citizen? *YesNo

Martial Status *

Did your Marital Status change in 2024 ?YesNo

If you answered Yes to the question above, please provide the date it changed:

First Name *

Last Name

SIN

Is your spouse filing tax in Canada for the first time?YesNo

If Yes, please provide date of entry

Do you have any children? If so, please provide the following for each child: First & Last Name SIN Date of Birth

Did you Work From Home in 2023 ?YesNo

If you answered Yes to the question above, how many days?

Did your spouse Work From Home in 2023 ?YesNo

If you answered Yes to the question above, how many days?

Did you or your spouse purchase a home in 2024 & want to claim First Time Home Buyers Credit?YesNo

If you answered Yes to the question above, please provide date of closing.

Do you have a rental property that needs to be claimed on your taxes?YesNo

If you answered Yes to the question above, please provide address, any partner details and all related expenses. Excel form can be provided for breakdown. * Additional charges for service.

Is your banking information on file with the CRA?YesNoIF NO, PLEASE PROVIDE DIRECT DEPOSIT DETAIL WITH YOUR DOCUMENT SUBMISSION

Did you pay rent in 2024 ? *Note that CRA can ask for rental receipts at anytime in the future. This only applies to residents of Ontario & ManitobaYesNo

If you answered yes, please provide: 1. All Addresses for the year. 2. Number of months lived at each address. 3. Total rent paid at each address. 4. Name of each landlord.0 / 200

Did you have any self-employment earnings in 2024 ? Example: Income from UBER, LYFT, SKIP THE DISHES, DOORDASH, INSTACART, AMAZON DELIVERY are considered Self-Employment/Business Income in Canada.YesNoIF YES, PLEASE UPLOAD SUMMARIES IN DOCUMENT SUBMISSION AT END OF FORM.

Are there any other details you would like us to know?

FOR SELF-EMPLOYED INDIVIDUAL'S ONLY: If you have answered yes to the question above, please provide the following details below: 1. Car Make 2. Car Model Year 3. Purchased Price (before tax) 4. Monthly Insurance 5. Cell Phone Bill Monthly 6. KM driven in 2024 (including personal use) 7. GST/HST/Business Number. 8. Purchase Date

Upload Document : 1.T4 SLIPS ( T4A, T4E ETC.) 2. RRSP 3. T2202 (TUITION SLIPS) 4.NOTICE OF ASSESSMENT FOR PREVIOUS TAX YEAR IF POSSIBLE 5.SELF-EMPLOYMENT SUMMARIES (UBER, LYFT, SKIP THE DISHES ETC)

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Copyright @2024 Tabika Accounting.All Rights Reserved. Sumit Baidya.(WCA)

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Have a question ?

3 Sophia St E, Barrie, ON L4M 1Y1
info@tabikaaccounting.ca
+1 437 992 2445

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