Client Intake - Instaccountant - Tax and Accounting

Client Intake Form V3

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Step 1 of 10 - General

GENERAL: SOME GENERAL INFORMATION FOR TAX RETURN

To start off we need to know some general information. This will help us create the tax file.

Select the year(s) you want to file tax return(s) for?*

2024

2023

2022

2021

2020

Language of correspondence:*

English

French

Do you have dependents?*

Yes

Provide your Email Id:*

We will use this email for correspondence with you.

Provide your Phone number:*

We will use this phone number to contact you. This will also be mentioned on your tax return for CRA.

PROFILE: TELL US ABOUT YOURSELF

This section is about you. This information will provide details (like contact information) about you to the CRA.

Your Name*

This information should match with CRA records. Please double check for accuracy.

First Last

Date of Birth:*

This information should match with CRA records. Please double check for accuracy.

Social Insurance Number (SIN):*

Provide updated SIN if changed recently. This information should match with CRA records. Please double check for accuracy.

Marital Status

Prepare your Spouse's tax return as well?

Yes - I want you to file spousal tax return

No - I do not want you to file spousal tax return

What was your province/territory of residence on December 31, 2024?*

Is this your first year of filing tax return in Canada?*

Yes - I am a Newcomer to Canada

Yes - I am NOT a Newcomer to Canada

Date of Entry in Canada:

If you are a newcomer, provide the exact date of entry in Canada.

Are you a Canadian Citizen?*

Yes

Do you want to receive Notice of Assessment (NOA) in paper through mail (at your mailing address)?*

Yes

No. I am already registered for email and CRA online access.

Provide Email Id If you want to register to receive email from CRA and access NOA online.

ADDRESS: TELL US ABOUT YOUR ADDRESSE(S)

Your address(es) are used for mailing correspondence and assessment of benefits (e.g, Ontario Trillium Benefits)

Mailing Address Details

Your Mailing Address*

Street Address City Province Postal Code

Same Mailing address for Spouse / Common law partner?*

Yes

At this Address (Select all applicable options):*

This information will be used for ONBEN / Trillium benefits

I paid Rent for this address

I paid Property tax for this address

Number of months you paid rent for Address #1 (during this tax year)?

Please enter a number from 1 to 12.

Amount of rent paid (rent x months) for Address #1 (during this tax year)?

Property tax for Address #1 (during this tax year)

Add More Address Details if You Paid Rent or Property taxes

Rent Paid: Add all Addresses

Provide addresses of places you lived at and paid rent for during the year. This information will be used for benefits calculation (e.g, Ontario Trillium benefits).

Street Address

City

Postal Code

Number of months

Rent Amount

Property Tax Paid: Add all Addresses

Provide addresses of places you lived at and paid property tax for during the year. This information will be used for benefits calculation (e.g, Ontario Trillium benefits).

Street Address

City

Postal Code

Number of months

Property Tax Amount

RIDESHARE AND DELIVERY DRIVERS: TELL US EVERYTHING IN DETAIL

This information is important and greatly impacts your tax liability. We need detail on your income and expenses to report on your income tax return.

INCOME: Tell Us About the Rideshare / Delivery Income

Where did you earn the income from during the year?

Tell us which apps you used to earn income. Select all that are applicable.

Uber rides / Uber Eats

Lyft

Doordash

Skip the Dishes

Instacart

Uride

Cornershop

Any other

Uber rides / Uber Eats

Upload Uber Tax Summary

Upload the Annual Uber tax summary for the year. Provide the PDF file or clear readable Images.

Drop files here or

Max. file size: 1 GB, Max. files: 4.

Lyft rides

Upload Lyft Tax Summaries

Upload the Quarterly or Annual Lyft tax summaries. Provide full reports or clear readable images

Drop files here or

Max. file size: 1 GB.

Urides

Upload the Tax summary from Uride

Upload the tax summary from Uride. Provide the PDF or clear readable image(s).

Max. file size: 1 GB.

Doordash

Income / Earnings

Tips

Other (Referral, Miscellaneous etc.)

Skip the Dishes

Upload the Tax slip from Skip

If you received a T4A slip from Skip the Dishes.

Max. file size: 1 GB.

Income / Earnings

Tips

Other (Referral, Miscellaneous etc.)

Instacart

Upload the Tax slip from Instacart

Max. file size: 1 GB.

CornerShop

Upload the Tax slip from Cornershop

Upload the file if you received a Tax slip from Cornershop.

Max. file size: 1 GB.

Other Apps Income

Provide all information if you earned (ridesharing or delivery service) income from any other source/app.

Upload the tax summary / slip

Upload the file if you received a tax summary or a tax slip.

Max. file size: 1 GB.

Income / Earnings

Tips

Other (Referral, Miscellaneous etc.)

Any Comments on Rideshare / Delivery Driver Income

Please provide any other information that you consider would be useful for us.

EXPENSES: Tell Us About Expenses Related to Rideshare / Delivery Business

Provide gross amount(s). All amounts should include GST / HST.

Gas / Fuel / Electric Charge

Provide the gas/ fuel/ charging expense amount for the year. Exact amount or best estimate. [Only amount, do not provide any receipts].

Gas / Fuel / Electric Charge (Total amount for the year)

Any comments

Vehicle Insurance

Provide the total insurance expense amount for the year. Add the insurance paid for all months. [Only amount, do not provide any receipts].

Vehicle Insurance (Total amount for the year)

Any comments

Phone Bill

Provide the total phone expense amount for the year. Add the phone expense paid for all months. [Only amount, do not provide any receipts].

Phone bill (Total amount for the year)

Monthly plan amounts, extra data charges.

Any comments

Vehicle Repairs and Maintenance

Provide the total expense amount for the year. Every expense related to car repairs and maintenance. [Only amount, do not provide any receipts].

Vehicle Repairs and Maintenance (Total amount for the year)

Engine / mechanical works, parts and spares, lights, tire change, winter tires, matts, seat covers, battery etc.

Oil Changes (Total amount for the year)

Car Wash (Total amount for the year)

Wash, detailing, coating, windshield washer etc.

Any comments

Supplies

Provide the total expense amount for the year. Every expense related to supplies used for providing your services (for example: cleaning, refreshments, phone and car accessories etc.). [Only amount, do not provide any receipts].

Cleaning Supplies (Total amount for the year)

Wipes, shampoo, air fresheners etc.

Phone (Total amount)

Phone purchased in cash or through credit card.

Phone Accessories (Total amount for the year)

Chargers, Cords, Holders etc.

Business App Subscriptions (Total amount for the year)

Spotify, Zoombooks, MileIq, Quickbooks etc.

Customer Refreshments (Total amount for the year)

Water, gums, giveaways, tissue papers etc.

Any Comments

Other Expenses

Provide the total expense amounts for the year. [Only amount, do not provide any receipts].

Safety Certificate Fee (Total amount)

Car fitness/ safety certificate fees

Driver License (Total amount)

Driver license fees, renewal fees etc.

Parking (Total amount)

Parking, monthly parking if paid separately for car etc.

Tolls (Total amount)

407 ETR toll, camera charges, transponder charges etc.

Legal Fees (Total amount)

Lawyer's fee for fighting tickets etc.

Any Comments

Other Business Expenses you believe should be claimed

We don't want to miss out any expenses! So, include all that you think are deductible and leave the rest on us.

Expense Name/Type

Amount of expense

Your Comments

Car Lease (If you leased the vehicle)

Provide the total amount paid as car lease payments during the year. Sum up all amounts if you used more than one car or changed the car during year. [Only amount, do not provide any receipts].

Car Lease Payment (Total amount for the year)

Car Rental (If you rented the car from third party)

Provide the total amount of rent paid during the year. [Only amount, do not provide any receipts].

Car Rental Payment (Total amount for the year)

Car Finance (If you financed/owned the vehicle)

Provide the information for the car(s) you purchased on Cash or Financed during the year. This information will be used to claim the depreciation expense. [Provide the Bill of sale document].

Financed Car Details

Car Make / Model

Year of Purchase

Total Amount of Purchase/Financed

Bill(s) of Sale

Upload the photo of the Bill(s) of Sale for the car(s). This will greatly help us calculate the depreciation amount. This is important!

Drop files here or

Max. file size: 1 GB, Max. files: 3.

Any Comments

GST / HST Information

You have to file a GST/HST return(s) annually or quarterly, if you are GST/HST registered.

GST / HST Return Filing Information

You can call CRA to get the 4-digit access code if you don't have one. Reporting dates represents the date of registration

GST/HST Number (123456789 RT0001)

4-Digit Access Code (1234)

Reporting Period Dates (01/01/2024 to 12/31/2024)

RENTAL INCOME: TELL US ABOUT RENTAL PROPERTY (First)

Rental property ownership:

I am the Sole owner

My Spouse is a Co-owner

There is another Co-owner

Name of Co-owner (other then Spouse/common law)

First Last

Percentage of Co-ownership

Please enter a number from 1 to 100.

Was this the last year of rental operations?

Yes

Address of Co-owner (other then Spouse/common law)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Untitled

Rental Property Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Rental Property Income and Expenses

Rental Income (during the year)

Insurance

Amount

Personal use of property (%)

Interest and bank charges

This is the interest (only) amount on mortgage.

Amount

Personal use of property (%)

Property Taxes

Amount

Personal use of property (%)

Utilities

Amount

Personal use of property (%)

Repairs and Maintenance

All kind of repairs on the property.

Amount

Personal use of property (%)

Management and Administration fees

E.g, condo management fees

Amount

Personal use of property (%)

Professional fees

Legal fees, accounting fees etc.

Amount

Personal use of property (%)

Office expenses

Amount

Personal use of property (%)

Advertising

Amount

Personal use of property (%)

Other Expenses

Amount

Personal use of property (%)

Do you have another Rental property?

Yes

RENTAL INCOME: TELL US ABOUT RENTAL PROPERTY (Second)

Rental property ownership:

I am the Sole owner

My Spouse is a Co-owner

There is another Co-owner

Name of Co-owner (other then Spouse/common law)

First Last

Percentage of Co-ownership

Please enter a number from 1 to 100.

Was this the last year of rental operations?

Yes

Address of Co-owner (other then Spouse/common law)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Rental Property Income and Expenses

Rental Income (during the year)

Insurance

Amount

Personal use of property (%)

Interest and bank charges

This is the interest (only) amount on mortgage.

Amount

Personal use of property (%)

Property Taxes

Amount

Personal use of property (%)

Utilities

Amount

Personal use of property (%)

Repairs and Maintenance

All kind of repairs on the property.

Amount

Personal use of property (%)

Management and Administration fees

E.g, condo management fees

Amount

Personal use of property (%)

Professional fees

Legal fees, accounting fees etc.

Amount

Personal use of property (%)

Office expenses

Amount

Personal use of property (%)

Advertising

Amount

Personal use of property (%)

Other Expenses

Amount

Personal use of property (%)

PROFILE: TELL US ABOUT YOUR SPOUSE / COMMON LAW

Name

This information should match with CRA records. Please double check for accuracy.

First Last

Date of Birth

This information should match with CRA records. Please double check for accuracy.

Social Insurance Number (SIN):*

Provide updated SIN if changed recently. This information should match with CRA records. Please double check for accuracy.

What was your province/territory of residence on December 31, 2024?*

Is this your first year of filing tax return in Canada?*

Yes - I am a Newcomer to Canada

Yes - I am NOT a Newcomer to Canada

Date of Entry in Canada:

If you are a newcomer, provide the exact date of entry in Canada.

Are you a Canadian Citizen?*

Yes

Do you want to receive Notice of Assessment (NOA) in paper through mail (at your mailing address)?*

Yes

No. I am already registered for email and CRA online access.

Provide Email Id If you want to register to receive email from CRA and access NOA online.

Mailing Address Details (Spouse)

Spouse's Mailing Address

Street Address City Province Postal Code

DEPENDENT: TELL US ABOUT YOUR DEPENDENT(S)

Dependent #1

Name

First Last

Date of Birth

Relationship

Dependent #2

Name

First Last

Date of Birth

Relationship

Add more dependent #3?

Yes

Dependent #3

Name

First Last

Date of Birth

Relationship

Add more dependent #4?

Yes

Dependent #4

Name

First Last

Date of Birth

Relationship

Add more dependent #5?

Yes

Dependent #5

Name

First Last

Date of Birth

Relationship

Client Intake Form V3

GENERAL: SOME GENERAL INFORMATION FOR TAX RETURN

PROFILE: TELL US ABOUT YOURSELF

ADDRESS: TELL US ABOUT YOUR ADDRESSE(S)

Mailing Address Details

Add More Address Details if You Paid Rent or Property taxes

OTHER EXPENSES

Donations Details

Medical Expenses Details

INCOME: TELL US ABOUT YOUR INCOME

WHICH TAX SLIPS YOU HAVE?

SELF-EMPLOYED: DETAILS ABOUT SELF-EMPLOYMENT

RIDESHARE AND DELIVERY DRIVERS: TELL US EVERYTHING IN DETAIL

INCOME: Tell Us About the Rideshare / Delivery Income

Uber rides / Uber Eats

Lyft rides

Urides

Doordash

Skip the Dishes

Instacart

CornerShop

Other Apps Income

EXPENSES: Tell Us About Expenses Related to Rideshare / Delivery Business

Gas / Fuel / Electric Charge

Vehicle Insurance

Phone Bill

Vehicle Repairs and Maintenance

Supplies

Other Expenses

Car Lease (If you leased the vehicle)

Car Rental (If you rented the car from third party)

Car Finance (If you financed/owned the vehicle)

GST / HST Information

RENTAL INCOME: TELL US ABOUT RENTAL PROPERTY (First)

Rental Property Income and Expenses

RENTAL INCOME: TELL US ABOUT RENTAL PROPERTY (Second)

Rental Property Income and Expenses

PROFILE: TELL US ABOUT YOUR SPOUSE / COMMON LAW

Mailing Address Details (Spouse)

DEPENDENT: TELL US ABOUT YOUR DEPENDENT(S)

Dependent #1

Dependent #2

Dependent #3

Dependent #4

Dependent #5

Services

Links

Contact