Tax Preparation Services: The importance of our Intake Form

We often hear from clients who hesitate to fill out our Intake Form, saying "my information is the same as last year."

While we understand the frustration, this point of view misses the reality of how lives and finances evolve. A donation made this year, unreported medical expenses, a new side hustle, or even a new foreign bank account opened casually—these are just a few examples of changes that can significantly impact your tax return. Assuming "same as last year" risks overlooking credits, deductions, or reporting requirements that could save you money or prevent CRA scrutiny.

The Intake Form is the backbone of our tax preparation service.

Crafted and refined over many years, it captures the most common situations Canadian tax residents must report on their T1 returns. From employment income and rental properties to foreign assets, immigrant status, and business activities, every question targets scenarios backed by Income Tax Act rules and CRA guidance. It's long and may feel tedious, but it protects you.

Think about it the other way: How would us, as your accounting firm, be able to "discover" situations you need to report? We rely entirely on your input to identify what's applicable to you. The Intake Form exists to simplify this process. Most of questions are Yes/No and you can add notes or questions where needed. Skipping or rushing this step means potential situations stay hidden, and we can't address what we don't know.

Once submitted, your tax preparer will focus their work only on situations that apply to you making the process more efficient and less time consuming. Filling the Intake Form properly is in your best interest.

A well-completed Intake Form means maximum refunds, compliance peace of mind, and a precise tax return.

To learn more about our Tax Return preparation service and to place your request access: https://www.gglraccounting.com/tax-return-for-individuals-t1