Returning Client Intake Form

Full Name *

First

Last

Email *

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

Phone Number *

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

Preferred Contact Method

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

Please select if any of the following have CHANGED in 2022:

Previous name (as of 2021)

First

Last

New name (as of Dec 31, 2022)

First

Last

Old Residence Address

Address Line 1

City

State / Province / Region

Postal Code

Country

New Residence Address (as of Dec 31, 2022)

Address Line 1

City

State / Province / Region

Postal Code

Country

Old Mailing Address

Address Line 1

City

State / Province / Region

Postal Code

Country

New Mailing Address (as of current)

Address Line 1

City

State / Province / Region

Postal Code

Country

New Residence Address (as of Dec 31, 2022)

Address Line 1

City

State / Province / Region

Postal Code

Country

Is your new (or desired) mailing address the same as above?

Yes
No

New Mailing Address (as of current)

Address Line 1

City

State / Province / Region

Postal Code

Country

Please provide details for the changes stated above

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 credit/deduction are you looking to claim? *

Is there anything significant that has changed since we filed for you last year?

Please provide any details that you think are relevant to your taxes this year.

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.

If you have already sent us your documentation, you may skip this step.

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.

Acknowledgement *

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

Digital signature *

Today's date *