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It collects identifying details, marital status history, spouse/partner data, addresses, dependents, education-related attendance records, and notes about submitting documents via drop-off or mail. It also provides a CRA assessment and income support checklist, covering employment, credits and deductions, eligible receipts, foreign tax filings, pension and investment documents, capital gains, other income items, and sales of property disclosures.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/personal-income-tax-intake-form-and-checklist/305097/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/personal-income-tax-intake-form-and-checklist/305097.png","ImageObject",442,249,{"name":88,"@type":89},"Putri","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-14","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",10,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What personal information does the intake form collect?","Question",{"text":109,"@type":110},"It requests full name, date of birth, Social Insurance Number (SIN), marital status (and any recent change), spouse/partner information, address, email address, and phone number.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What dependents-related information is required?",{"text":114,"@type":110},"The form asks whether there are dependents and, if yes, collects each dependent’s full name, date of birth, SIN, and disability status when applicable, plus details on whether dependents attended post-secondary education.",{"name":116,"@type":107,"acceptedAnswer":117},"Which CRA documents and receipts are listed in the checklist?",{"text":118,"@type":110},"The checklist includes items such as last year’s Notice of Assessment, employment-related slips (T4/T4PS/T4A etc.), credits and deductions with specific receipts (e.g., T2200, T2202, T5006/EVCC30), investment and pension slips (T3, T5, T4A series), capital gains materials, and supporting documents for childcare, medical, donations, and other income.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},305097,1790681430,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":9},962085571259,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Personal Income Tax Intake Form and Checklist  \nPersonal Information:  \n• Full Name:    \n• Date ofBirth:    \n• Social Insurance Number (SIN):    \n• Marital Status (Single, Married, Common Law, Divorced, Widowed, Separated)  \noAny change in Marital Status Recently:    \n• Spouse/Partner’s Information (Name, SIN, Net Income of the year, Date ofBirth)  \n• Adress:    \n• Email Address:    \n• Phone Number:    \nDependents:  \n• Do you have any dependents? (Yes/N0)  \noFull Name:    \noDate ofBirth:    \no Social Insurance Number (SIN):    \noDisability status (if applicable)    \n• Have you or your dependents attended post-secondary education? (Yes/No)  \noDetails of tuition or education expenses (T2202 form)  \nNotes:  \nPlanning to drop offor mail in your personal tax documents to us this year? Be sure to complete the Tax Intake Form before submitting your receipts.  \nYou can conveniently email them to us at [info@celestialaccoutninginc.ca](info@celestialaccoutninginc.ca)  \n\n| ➢ CRA Assessments:\u003Cbr> Last year’s Notice of Assessment ➢ Employment Income: |  | ➢Credits and Deductions: Employment\u003Cbr> Employment expenses-T2200\u003Cbr>(signed by employer, plus a list of the expenses)  Tradespersons and apprentice tools  Home office expenses\u003Cbr> Motor vehicle expenses (travel log required)  Union/Professional dues Labour\u003Cbr> Sponsored funds\u003Cbr>T5006/EVCC30\u003Cbr> Educator school supplies expenses Home\u003Cbr> Moving expenses\u003Cbr> Home Buyers account\u003Cbr> Home accessibility renovation expenses Medical\u003Cbr> Disability supports deduction  Caregiver/disability amount\u003Cbr> Medical/Dental/Optical receipts (less any reimbursements from Insurance)\u003Cbr> Premiums paid to Private/\u003Cbr>Travel Medical Insurance plans Investments\u003Cbr> RRSP (must be official\u003Cbr> receipts) Investment advice\u003Cbr>and accounting fees paid\u003Cbr>Interest on investment loans Children and school\u003Cbr> Childcare receipts\u003Cbr> Support payment information  Adoption expenses\u003Cbr> Student Loan interest slips\u003Cbr> Tuition fees-T2202/2202A/TL11A Other\u003Cbr> Donations (must be official receipts)  Instalment payment information\u003Cbr>➢Any Foreign tax return filed\u003Cbr>Please include copies |\n| --- | --- | --- |\n|  T4\u003Cbr> T4PS\u003Cbr> T5007 |  T4A\u003Cbr> T4E\u003Cbr> T5018 |  |\n| ➢ Pension Income:\u003Cbr> T4A  T4AOAS\u003Cbr> T4AP  T4RIF\u003Cbr> T4RSP  T10\u003Cbr>➢ Investment Income:  T3  T5\u003Cbr> T5008  T5003\u003Cbr> T5013\u003Cbr>➢ AgriStability / AgriInvest:  T1163\u003Cbr> T1164\u003Cbr>➢ Capital Gains:  T5013\u003Cbr> Trading summaries from Brokers Annual  statement from Mutual Funds\u003Cbr>➢ Other Income:\u003Cbr> Universal childcare RC62\u003Cbr> Alimony, separation allowances, child maintenance (including divorce agreement)\u003Cbr> Professional fees / Director fees  Scholarships, fellowships, bursaries  Business income, partnership income  Internet business activities\u003Cbr> Rental income and expenses\u003Cbr> Self-Employment income and expenses (CPP contributions / EI premiums)\u003Cbr>➢ Sales of Primary residence/Investment Disclosure:\u003Cbr>• Provide T5008, record of cost and sale price\u003Cbr>➢ RRSP – Home Buyers’ Plan:\u003Cbr>Withdrawals and repayments\u003Cbr>➢ RRSP – Lifelong Learning Plan:\u003Cbr>Withdrawals and repayments\u003Cbr>➢ Tax Installments and Other Payments\u003Cbr>• Did you make any tax installment payments\u003Cbr>during the year – please provide Details\u003Cbr>• Are you claiming any provincial tax credits (e.g., Ontario Trillium Benefit, BC Climate Action Tax Credit)? |  |  |","cbCaiaAdjMY8BA2U","https://ap.wps.com/l/cbCaiaAdjMY8BA2U","pdf",339187,"English","# Personal Information\n# Dependents\n# Education and Expense Details\n# CRA Assessments and Required Documents","[{\"question\":\"What personal information does the intake form collect?\",\"answer\":\"It requests full name, date of birth, Social Insurance Number (SIN), marital status (and any recent change), spouse/partner information, address, email address, and phone number.\"},{\"question\":\"What dependents-related information is required?\",\"answer\":\"The form asks whether there are dependents and, if yes, collects each dependent’s full name, date of birth, SIN, and disability status when applicable, plus details on whether dependents attended post-secondary education.\"},{\"question\":\"Which CRA documents and receipts are listed in the checklist?\",\"answer\":\"The checklist includes items such as last year’s Notice of Assessment, employment-related slips (T4/T4PS/T4A etc.), credits and deductions with specific receipts (e.g., T2200, T2202, T5006/EVCC30), investment and pension slips (T3, T5, T4A series), capital gains materials, and supporting documents for childcare, medical, donations, and other income.\"}]","Personal Income Tax Intake Form and Checklist | PDF",1789821953]