Let's start your tax returns

One form for your whole household. Start with yourself, then add your spouse or partner and dependants. Please don't send documents yet. Once we've set up your file, we'll send you a secure folder for them.

Have you filed with us before?

Yes, I'm a returning clientWe already have your file No, I'm new to RelianceWe'll open a file for you

Which tax years are we filing?

Just The most recent tax year A different year, or more than oneFor example, catching up on past years

From To

For one past year, pick the same year in both. We'll prepare a return for each year in the range.

Legal first name Legal last name

Gender So we address you correctly Your pronouns Optional. For example, they/them

Date of birth Helps us find the right file Mobile phone For quick questions

Email We'll write to you about the whole household here

Has your Social Insurance Number changed since last year? For example, a temporary SIN replaced by a permanent one

No Yes, it changed

Social Insurance Number Kept only in your secure client file

Have you filed a Canadian tax return before?

Yes No, this is my first

Has your name changed since your last tax return? Marriage, divorce or a legal change. CRA has to have the new name before we can e-file

No Yes, it changed

Previous first name As on your last return Previous last name

Mailing address Where CRA and our engagement letter should reach you

Street address Unit Optional

City Postal code

Province This is a new address since our last return

Province your household lived in on December 31, If anyone lived somewhere else, or you moved provinces in an earlier year we're filing, tell us in the notes at the end

Your family

Everyone who lives with you, in one place. We'll ask about each person only what we need for them.

Marital status As of December 31, This changed during Date it changed

Dependants

Do you have dependants? Children or relatives who rely on you for support

No Yes

Have they changed since last year? A new baby, someone who moved in or out, or a dependant who now needs their own return

No change Yes, something changed

List only the people affected by the change.

Amount for an eligible dependant

Sometimes called the equivalent-to-spouse amount. If at some point in you had no spouse or partner living with you, and you supported a child or relative who lived with you, you may be able to claim it for one of them.

Do you want to claim it for ?

Yes No Not sure. Help me decideWe'll check whether you qualify when we prepare your return

Which dependant? You can claim it for one person only

Their first name Their last name

Their date of birth Relationship to you

A few questions about

Answer from what you know. If you're not sure, say so and we'll follow up. Your slips and receipts will fill in the rest.

How would you like your finished returns? One package for the household

ElectronicDelivered to your secure online folder and signed by e-signature PaperA printed package you pick up and sign at our office

Is anyone we're filing for self-employed? A business, contract or gig work, or a side income, even a small one

No Yes

Who, and about the business

One business each. If someone has more than one, tell us in the notes at the end.

Did anyone we're filing for earn rental income? Renting out a house, condo, basement suite or room, in Canada or abroad

No Yes

Who?

If a property is owned jointly, tick each owner.

Did anyone's employer sign a T2200 or T2200S for them? The form that lets an employee claim work costs they paid themselves, such as a home office, vehicle or supplies

No Yes Not sureWe'll ask about it

Whose?

Did anyone we're filing for move to Canada, or leave Canada? Newcomers, and anyone who moved away

No Yes

Who, and when

Did anyone we're filing for own property outside Canada that cost more than $100,000 in total? At any time in the year. Bank accounts, shares or funds held outside Canada, or a rental abroad. A vacation home used only by the family doesn't count

No Yes Not sureWe'll go through it with you

Who, and what did it cost?

Does anyone we're filing for have a First Home Savings Account (FHSA)?

No Yes

Whose?

Is anyone in your family approved for the Disability Tax Credit (DTC), or might they qualify?

No Yes

Who, and where are they with CRA?

Did anyone in your family buy or sell a home or other real estate in ? Including a condo, cottage, rental or land

No Yes

One entry per property. Sold your home and bought another? That's two: add the one you sold, then the one you bought.

Anything else we should know? A new job, a move, a CRA letter, someone who lived elsewhere. Anything different from last year

Please don't email your slips or receipts. After we review this form, we'll send you a link to your secure folder for them.

Check and send

Make sure everything is right. You can change any section before you send it.

Is Reliance Tax Services already set up as your representative with CRA? In CRA My Account, under "Authorized representatives". It lets us see your slips and CRA letters

Yes, for everyone we're filing for No, or not for everyoneWe'll show you how after you submit. It takes two minutes Not sure

Your copy for your records Email me a copy at You can also download a PDF copy after you submit.

Let's start your tax returns

Mailing address Where CRA and our engagement letter should reach you

Your family

Your spouse or partner

Dependants

Amount for an eligible dependant

A few questions about

Ontario Trillium Benefit Ontario's credits for rent, property tax and energy. One claim per couple; we'll put it on the right return

Check and send

Thank You! Your Personal Tax Intake Form Has Been Submitted.

Your Next Steps – Client Action Items

Step 1 – Watch for Your ShareFile Invitation

Step 2 – Review and Sign Your Engagement Letter

Step 3 – Upload Your Tax Documents

Step 4 – Notify Us When You Are Finished

Also Needed From You

Before You Leave This Page

What Happens Next?