📋 2025 Tax Year

New Client Intake Form

Complete and submit this form securely. Our team will review your information and reach out within one business day to confirm your engagement.

👤 Personal Information

Legal First Name *

Legal Last Name *

Social Insurance Number (SIN) *

Date of Birth *

Province of Residence

Alberta

Alberta

British Columbia

Saskatchewan

Manitoba

Ontario

Quebec

Nova Scotia

New Brunswick

PEI

Newfoundland & Labrador

Yukon

NWT

Nunavut

Canadian Citizen or Permanent Resident? *

Yes No

Email Address *

Phone Number

Street Address *

City *

Province *

Postal Code *

💍 Marital Status

Status on December 31, 2025 *

Single Married Common-law Separated Divorced Widowed

👨‍👩‍👧 Dependants (Children / Infirm Family Members)

Do you have any dependants to claim? *

No Yes

Dependant 1

Full Name

SIN

Date of Birth

Nature of Infirmity (if applicable)

Dependant 2

Full Name

SIN

Date of Birth

Nature of Infirmity (if applicable)

Dependant 3

Full Name

SIN

Date of Birth

Nature of Infirmity (if applicable)

Dependant 4

Full Name

SIN

Date of Birth

Nature of Infirmity (if applicable)

Dependant 5

Full Name

SIN

Date of Birth

Nature of Infirmity (if applicable)

Dependant 6

Full Name

SIN

Date of Birth

Nature of Infirmity (if applicable)

Dependant 7

Full Name

SIN

Date of Birth

Nature of Infirmity (if applicable)

Dependant 8

Full Name

SIN

Date of Birth

Nature of Infirmity (if applicable)

Dependant 9

Full Name

SIN

Date of Birth

Nature of Infirmity (if applicable)

Dependant 10

Full Name

SIN

Date of Birth

Nature of Infirmity (if applicable)

🏢 Self-Employment / Business Income

Did you have self-employment or business income in 2025?

No Yes

🏠 Rental Income

Did you earn rental income in 2025?

No Yes

Property Address

Do you want to enter income and expense data from your rental property?

No, I'll provide documents separately Yes, enter data now

Enter amounts for 2025. Leave expense fields blank if not applicable.

Gross Rental Income

Advertising

Insurance

Interest (mortgage interest)

Legal, Accounting & Professional Fees

Maintenance & Repairs

Management & Administration Fees

Motor Vehicle Expenses

Office Expenses

Property Taxes

Salaries, Wages & Benefits

Travel

Utilities

Other Expenses

Other Expenses — Description

Total Expenses $0

Net Rental Income / (Loss) —

🌍 Foreign Property

Did you own foreign property with a total cost > $100,000 CAD at any point in 2025?

No Yes

🏠 Sale of Principal Residence

Did you sell your principal residence (primary home) in 2025?

No Yes

🏡 Other Property Disposed / Change of Use

Did you sell, transfer, or change the use of any other property in 2025? (rental, investment, land, shares, etc.)

No Yes

🏦 First Home Savings Account (FHSA)

Did you contribute to or open an FHSA in 2025?

No Yes

🏡 RRSP Home Buyers' Plan (HBP)

Do you have an active RRSP Home Buyers' Plan repayment obligation?

No Yes New - I withdrew in 2025

₿ Cryptocurrency

Did you buy, sell, trade, or earn cryptocurrency in 2025?

No Yes

🖥️ Home Office Expenses

Did you work from home and incur home office expenses in 2025?

No Yes

Do you want to enter your home office expense details now?

No, I'll provide documents separately Yes, enter details now

📦 Moving Expenses

Did you move for work or school in 2025?

No Yes

🏥 Medical Expenses

Did you have significant medical or dental expenses in 2025?

No Yes

♿ Disability Tax Credit (DTC)

Do you or a dependant have an approved Disability Tax Credit certificate?

No Yes

💝 Charitable Donations

Did you make charitable donations in 2025?

No Yes

📮 CRA Correspondence / Outstanding Issues

Have you received any letters, notices of assessment adjustments, or audit requests from CRA?

No Yes

📎 Supporting Documents

Do you have documents to upload? (T4s, receipts, slips, NOA, etc.)

No, I'll email them separately Yes, upload now

📝 Additional Notes

Anything else we should know about your 2025 tax situation?

⚠️ Please fill in all required fields (marked with *) before submitting.

By submitting this form, you consent to Swift Accounting collecting and using your information to prepare your tax return. Your information is handled securely and never shared with third parties.

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