KL ACCOUNTING & TAX ASSOCIATES
Personal Tax
Intake Form
Please complete all sections that apply to you
2025 TAX SEASON
Review all sections below
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Your Information
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Family & Marital Status
SPOUSE / COMMON-LAW INFO
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Income & Slips
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Employment
T4 – Employment income
T4A – Pension, retiring allowance, RESP, other
T4A(OAS) – Old Age Security
T4A(P) – Canada Pension Plan benefits
T4E – Employment insurance benefits
Investment & Other
T3 – Trust income (mutual funds, ETFs)
T5 – Investment income (interest, dividends)
T5008 – Securities transactions
T5007 – Workers' compensation or social assistance
T5013 – Partnership income
COVID-19 relief payments (CERB, CESB, CRB, CRSB, CRCB)
Eligible retiring allowance
RRSP/RRIF receipt for transfer
Investment income (not on a slip)
Self-Employment / Rental
Self-employment income – requires business statement
Rental income – requires statement of income/expenses
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Deductions & Credits
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RRSP
RRSP contributions made in tax year
Investment Expenses
Management fees
Accounting fees
Investment loan interest
Carrying charges pertaining to investment income qualifying for deduction
Legal fees for support payments
Other investment deductions
Credits
Digital news subscriptions
Professional fees or union dues (on a receipt)
GST/HST recorded on professional fees receipt
Eligible educator school supply tax credit
Moving expenses in the tax year
Any unclaimed amounts from previous year qualifying for deduction
Home Ownership
Home bought in tax year — first-time home buyers' amount
Home owned – Jointly
Home sold — qualifies as principal residence
Home owned – Jointly
Home accessibility expenses
Education
Taxpayer or family member has qualifying tuition fees
Scholarship income
Student loan interest
Any unclaimed tuition amounts from previous 5 years
Tuition transfer within province
Inter-Provincial tuition
Medical
Family medical expenses
Any unclaimed medical amounts from previous year
Long-term care
Attendant care
Out of region medical travel
Employment Expenses
RPP contributions not reported on slip
Employment expenses (T2200 or TL2)
Tradesperson incurring tool expenses
Expenses qualifying for GST/HST rebate
Working at home during COVID (T2200 Short)
Legal fees to collect salary or wages
Legal fees re: retiring allowances, income tax or EI appeals
Loss Carry Forwards & Other
Net capital loss carry forward (from CRA)
Non-capital loss carry forward (from CRA)
Northern residence deduction – Basic
Northern residence deduction – Additional
Northern residence deduction – Travel expenses
Charitable donations
Any unclaimed charitable donations from previous 5 years
Instalments paid for tax year
Federal political party contributions
Provincial political party contributions
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Provincial — Alberta
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Rent paid in tax year
Property taxes paid
Additional Notes
Life events, changes, or questions for our team?
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