Client Intake Form – Leong & Murphy

Part A - Client Information

Full Name *

First

Last

Please use the name associated with government issued identification (e.g. driver's license, passport).

Email *

Will be used as primary form of contact unless requested otherwise.

Phone Number *

Preferred Contact Method

If no preference indicated, we will contact you via email.

Other Method of Contact (Please Specify)

Date of Birth *

Social Insurance Number (SIN) *

CRA requires a SIN number to be attached to each tax return in order to correctly identify the individual. Your SIN will be used solely for this purpose.

Address (as of December 31, 2022) *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

If your province/territory of residence changed in 2022, enter the date of your move.

Is your residence address the same as your mailing address? *

If no, please provide mailing address.

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Is this your first time filing a Canadian tax return? *

Did you file a 2021 Canadian tax return? *

Which tax year(s) would you like us to file a return for? *

If filing for multiple years, please indicate which province you were a resident of for each year.

Would you like your return to be electronically filed? *

*Please note: first time filers are now eligible to electronically file. Refund/amount owing will be processed ~2 weeks for electronic returns and ~8 weeks for mail-in returns.

How do you want to receive your Notice of Assessment (NOA) and Reassessment? *

I am already registered for an online CRA account and can view/access my NOA online.
I would like to receive a paper NOA through Canada Post.
I am not registered for an online CRA account, but would like to learn how to register.
I am unsure (one of our team members will contact you).

Part B - Residency Status

Are you a Canadian citizen? *

Do you authorize the CRA to share your name, address, date of birth, and citizenship with Elections Canada? (Canadian citizens only) *

For more information --> https://www.elections.ca/content.aspx?section=vot&dir=reg/cra&document=index&lang=e

Citizenship(s)

*If more than one citizenship, separate with a comma

Did you immigrate in the year of filing?

What date did you immigrate to Canada?

If unsure of exact date, please use best estimate.

Foreign-income earned BEFORE arrival in the year of landing ($CAD) *

If the amount is zero, please enter 0

Canadian-sourced income earned BEFORE arrival in year of landing ($CAD) *

If the amount is zero, please enter 0

Are you filing any tax returns outside of Canada? *

If yes, in what countries will you be filing?

Part C - Partner/Spousal Information

If you are filing with a spouse or common-law partner, please ensure both you and your spouse/partner submit a Client Intake and Disclaimer Form.

Marital Status (as of Dec 31, 2022) *

Did your marital status change during any of the years you are filing for? *

Spouse/Partner's Full Name *

First

Last

Marriage Date

Spouse/Partner's SIN (if applicable)

Spouse/Partner Date of Birth

Will you be filing your return together with your partner/spouse? *

If no, please enter Net Income of partner/spouse (as per line 23600) *

Part D - Dependent Information

Do you have eligible dependents? *

Must be wholly dependent persons (https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/line-30400-amount-eligible-dependant/you-claim-amount-eligible-dependant-line-30400-6.html)

Please record the following: dependents' full name, date of birth, nature of relationship, SIN number (if applicable), and net income (if applicable). *

Part E - Student Status

Are you currently enrolled in post-secondary studies and have received a T2202? *

T2202 forms are issued to students who have paid $100.00 or more in eligible fees for post-secondary level courses beginning and ending in the year.

After we apply tuition credits on your return, you have the option of transferring any remaining credits to another individual. Would you like to transfer any unused tuition credits to an immediate parent or spouse? *

I am transferring my tuition credits to my... *

Federal Amount to Transfer (max. $5,000)

Provincial Amount to Transfer (max. $5,000)

Part F - Other related circumstances

For more information about this section, see our "Facts Sheet" located on our website.

Select any of the following that apply to you.

I received an Emergency Response or Employment Benefit in 2022 (CWLB, CRSB, CRCB, EI, etc.)
I own foreign property with a cost in excess of $100,000 CAD
I received self-employment income in the year(s) of filing
I have capital gains/losses in the year(s) of filing
I have rental income in the year(s) of filing

Failure to disclose foreign property or income can result in negligence penalties in excess of $50,000. Please contact one of our team members if you are unsure about any of the above items.

Select any of the following that apply to you.

What deduction/credit are you looking to claim? *

Please upload any relevant documentation and/or tax slips:

Click or drag files to this area to upload. You can upload up to 20 files.

(i.e. T4, prior year Notice of Assessment (NOA), T5, T4A, T2202(A), medical receipts, rental expense receipts, etc.)

If there is anything else you would like us to know about, please include it here:

Part G - Terms and Conditions

Leong and Murphy Tax Management, referred to as “LM Tax”, will prepare your personal income tax return(s) (including family members where requested) for any requested tax year(s) and electronically file your return(s) where applicable. In order to prepare your income tax return(s) accurately and eliminate or reduce human errors, LM Tax relies on and uses a Canada Revenue Agency (CRA) approved tax preparation software with tax benefit optimization features. Your tax return(s) will be prepared based on the information provided by you and in accordance with the existing CRA guidelines. LM Tax and its employees will not audit, examine, review or otherwise verify the data you submit to us. LM Tax may however, ask for clarification of some of the information provided. You will provide LM Tax with correct information required to prepare complete and accurate returns and disclose accurate tax circumstances such as but not limited to; your marital status, tax filing status, foreign properties, assets you own, etc. You should retain all the documents and data that form the basis of your income and deductions. These may be necessary to prove the accuracy and completeness of the return to the CRA. The responsibility for the accuracy of the information and completeness of the representations reflected in your income tax return(s) remains with you. You should review your income tax return(s) carefully and verify the basic data such as the spelling of your name, your current legal address, your marital status, your date of birth and your social insurance number before you have it signed. PLEASE BE ADVISED THAT PAYMENT OF IS EXPECTED AT THE TIME OF SERVICE. LM Tax will proceed with electronically filing your return only after payment is received. Failure to provide payment after your return has been completed in the CRA approved preparation software by any employees of LM Tax will result in a $10 consideration fee. If you would like to retract your return and associated documents, please give notice prior to the completion of the return. If you have any questions about these terms and conditions, please reach out to any of our members.

Acknowledgement *

I certify that the information submitted above is correct to the extent of my knowledge and fully discloses all of my income. I also agree with the terms and conditions discussed above.

Digital signature *

Today's date *

How did you find out about us?

Please specify.

Fill out this form to the best of your knowledge so we can get started on your return. If you are unsure about any of the fields, please contact us by phone or email.