New Client Personal Tax Intake - Taxation Year(s) - Engagement Letter - 2025

Sep 19, 2026

New Client Personal Tax Intake and Engagement Letter template for preparing and filing Canadian personal income tax (T1) returns. Collects client identity details, spouse information, dependent information, and key tax topics such as disposition of property, foreign property/investments, Canadian citizenship, and immigration/emigration in 2024. Requests prior-year tax slips and notices, plus income and deductions/credits selections with instructions to attach receipts. Includes mutual responsibilities, service start conditions upon receiving a signed engagement letter, and deadlines for most individuals and self-employed.

LanguageEnglish

CategoryLetters

FormatPDF

Pages4

Reading Time2 min

AccessFree to download

New client personal tax intake

Client selection and year(s)

Personal and spouse details

Dependent information

Property disposition and foreign investments

Citizenship and immigration/emigration

Elections Canada information

Prior year tax information

Income details

Deductions and credits (attach receipts)

Please select the method you wish to receive your completed Tax Return Electronic Paper New Client Personal Tax Intake – Taxation Year(s) One form per couple) Name: SIN: Birth Date: First Last year/mm/dd Spouse: SIN: Birth Date: First Last year/mm/dd Spouse or Common-Law Partner net income if tax return is not prepared by Bluenose Accounting: Address: Email(s): Phone Numbers: MARTIAL STATUS □ Married □ Single □ Common-Law □ Separated □ Divorced □ Widowed If changed in the year, please provide date): (year/mm/dd DEPENDENT INFORMATION Name/Relationship Date of birth SIN T4/T4A Disability Tax Credit Tuition Daycare preschool) year/mm/dd approved by CRA (incl. ____________________ _____________ ______________ ____________________ _____________ ______________ ____________________ _____________ ______________ ____________________ _____________ ______________ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ DID YOU DISPOSE OF PROPERTY IN THE YEAR? IF YES, WAS IT YOUR PRINCIPAL RESIDENCE? □ Yes □ Yes □ No □ No If Yes, see Note 1 on back DO YOU OWN FOREIGN PROPERTY/INVESTMENTS/STOCKS? (INCLUDES US) □ Yes □ No Own/hold any foreign property costing more than $100,000?(including US stocks invested through Canadian brokers) ARE YOU A CANADIAN CITIZEN? □ Yes □ No DID YOU IMMIGRATE TO OR EMIGRATE FROM CANADA IN 2024? □ Not applicable If you moved to Canada in 2024, what was your date of entry? year/mm/dd If you moved out of Canada in 2024, what was your date of departure? year/mm/dd DO YOU WANT TO PROVIDE NAME, ADDRESS, DOB AND CITIZENSHIP INFORMATION TO ELECTIONS CANADA? □ Yes □ No Prior Year Tax Information □ Tax return(s) from last year filed □ Last year’s Notice of Assessment Income □ T4 slips □ T4A (pension/self-employment/commissions) □ T4E (employment insurance) □ T5007 (social assistance) □ T4AP (Canada pension plan benefits) □ T4A (OAS) old age security □ T4A(RCA) retirement compensation arrangement □ T4PS (statement of employee profit-sharing plan) □ T4RSP (registered retirement savings plan) □ T4 RIF (registered retirement income fund) Deductions/Credits (attach receipts) □ RRSP contributions (include first 60 days of current year receipts) □ First Home Savings Account contributions □ Childcare expenses for each child □ Child fitness and arts receipts □ Medical expenses □ Charitable donations and political contributions □ Union and professional dues □ Support payments made–attach support agreement □ Disability tax credit approved by CRA □ Multigenerational Home Renovation □ T3 (income from trust allocations) □ T5 (investment income) □ T5013(A) (partnership income) □ T5008 (income from security transactions) □ Sale of stocks/bonds (attach gains/loss statement) □ Support payments received (attach support agreement) □ Foreign pension □ Self-employment (attach list of revenue/expenses) □ Rental income (attach list of revenue/expenses) □ T2202 (Tuition/education amounts) -signed if transferring □ Student loan interest statement □ Employment expenses – signed T2200 attached □ Interest paid to earn investment income □ Teacher’s school supplies receipts □ New home buyers’ amount – attach purchase agreement □ Volunteer firefighter/search & rescue-attach statement □ Accounting fees (investment income) □ Moving expenses □ Northern Resident Deduction Note 1 : Disposition of principal residence If you sold your principal residence in the tax year, please complete the following: Address of the property: Year of acquisition: Sale Price: Was it your principal residence the entire time? (e.g. used as rental): Is the property jointly owned with spouse/other? □ No □ Yes-If yes, split %: IMPORTANT Please read the attached Engagement Letter. We will start work on your file once we receive the signed and dated letter, thank you. Personal Income

FAQs

What does the New Client Personal Tax Intake form collect from clients?

It collects client and spouse identity details (including SIN and birth dates), dependent information, and answers to key tax questions such as property disposition, foreign investments, and citizenship/immigration status. It also gathers prior-year tax information and requested income, deductions, and credits selections.

When does Bluenose Accounting begin work on a new client’s tax file?

Work starts once Bluenose Accounting receives the signed and dated Engagement Letter. The letter states they will not begin any work on the tax file until the signed letter is received.

What are the key T1 filing deadlines mentioned in the engagement letter?

The letter references April 30 as the deadline for most individuals and June 15 for self-employed individuals and their spouse or common-law partner. If a deadline falls on a weekend, it moves to the Monday following that date.

Sep 19, 2026

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