Client Intake Form

This form is designed to collect essential personal and financial information required to prepare and file your personal or corporate taxes accurately. By providing complete and accurate details, you ensure compliance with tax regulations and maximize your eligible deductions and credits.

First Name *

Last Name *

Phone *

Email *

Address

Street Address

City

State

Country

Postal code

Date of birth

SIN Number

Section 2: Martial Status & Dependents

This section will help us understand if you qualify for any additional benefits (i.e. Canada Child Tax Benefit etc.)

Marital Status *

Spouse/Partner's Full Name, date of birth and contact information, if applicable or different from above

Dependant Full Names, dates of birth and contact information, if applicable or different from above

Section 3: Employment & Income

This section will help us to better understand your current employment situation and financial status.

Current employment situation *

Spouse/Partner's current employment situation

What is your yearly salary? *

What is your spouse/partner's yearly salary?

Do you work from home? *

Does your spouse/partner work from home?

Do you or your spouse/partner owe an overdue balance to the CRA?

If yes, what amount is owing?

Was last year's income tax completed for yourself and your spouse/partner?

Do you or your spouse/partner own rental properties?

If yes, how many? Please list the address for each property.

Do you or your spouse/partner have any investments (TFSA, RRSP etc.) Please provide details below.

Do you or your spouse/partner have any other income sources? (i.e. pensions, scholarships, grants, crypto currency etc.)

Section 4: Corporate Information (If Applicable) - If not continue to Section 5

This section will help us to better understand your business' structure and financial status.

Name of Business/Corporation

Website

Business Address (Please include Mailing address as well if different from business address)

Business Number & HST Number (if applicable)

Business Structure

What is your net annual business revenue? (Net revenue is equal to gross revenue minus any expenses in the same period. For example, you will deduct expenses like overhead, the cost of goods sold, and other variable expenses.)

Do you currently owe anything with regards to payroll, HST or Corporate Taxes? If yes, please specify amounts below and the reason why.

Will you be requiring Bookkeeping Services?

Section 5: Previous/Current Accountant

This will help us understand your current situation, if we will need to take over from a previous bookkeeper or accountant etc.

Do you currently work with another Accountant or Bookkeeper?

If yes, why are you looking to move to another firm?

Provide the name of the firm you are currently working with/worked with in the past.

Section 6: Payment of Invoices to DeMerchant & Associates

This section is to help you understand our fee structure and confirm such understanding.

DeMerchant & Associates requires a retainer based on the services you will be receiving from us. Work on your taxes will not start until it is received. Please confirm that you understand and agree to this term.

Once your taxes have been completed/you have been provided with the advice requested, you will be provided with your final invoice and the outstanding balance is due upon receipt. Please confirm that you understand and agree to this term.

Unpaid invoices will accrue interest of 2% per month until the balance is paid. Please confirm that you understand and agree to this term.

What is your preferred payment method? (Please note that credit card payments are subject to an additional 3% fee, due to credit processing charges)