New & Returning Clients

Personal Tax Intake

This is Form GA-01, the intake we need before preparing a personal return. Work through it here and download the finished PDF at the end, or download the blank form and fill it in by hand.

Nothing you type on this page is sent anywhere. The PDF is built on your own device, and you send it to us yourself through the secure upload link. That matters here because this form asks for your SIN, which should never travel as an email attachment.

Every field except your name, email, and the confirmation at the end is optional. If you don't know something, leave it blank and we'll ask.

01

The Basics

Are you new to Greywood?

02

Your Information

Checked for typos on your device only. Prefer not to type it? Leave it blank and write it on the downloaded PDF.

03

Marital Status on December 31

Status

04

Dependants

Children or other dependants — needed for credits and benefits. Skip if none.

More than three? Note them in section 07 and we'll pick them up.

05

Income This Year

Check everything that applies — we'll confirm the slips.

Ticked crypto? Also fill in Form GA-02, the crypto supplement, and see the crypto service page for what we'll need.

06

Deductions & Credits

Check what you paid for — receipts make them count.

Not sure whether something counts? Check it anyway or note it in section 07 — deciding what applies is our job, not yours. It's faster to rule something out than to discover it in March.

07

Questions the CRA Asks

These affect required forms and elections. Answer for the tax year above.

Did you own foreign property with a total cost over $100,000 CAD at any time? This includes crypto held on foreign platforms, and triggers Form T1135.
Did you sell a home that was your principal residence?
Did you buy your first home?
Are you a Canadian citizen, and do you authorize the CRA to share your name with Elections Canada?
Are you registered for CRA My Account?

Not registered? Here's how to set it up — it's worth doing before we file.

Is direct deposit set up with the CRA?

08

Anything Else We Should Know

Life changes, CRA letters, things you're unsure about.

09

Confirm & Download

The information on this form is true, correct, and complete to the best of my knowledge. I authorize Greywood Advisory to prepare my personal income tax return from the information and documents I provide, and to file it electronically with the Canada Revenue Agency once I have approved it. I understand that my information is collected and used only to prepare and file my return, is stored encrypted, is seen only by the person preparing my return, and is retained in line with CRA record-keeping requirements — six years. The CRA's electronic filing authorization (Form T183) is signed separately for each return.

The downloaded PDF still has a signature line — sign it by hand or electronically before sending it back.

Rather talk it through first?

The first consultation is free, and there's no obligation to go ahead.

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