📋 2025 Tax Year

New Client Intake Form

Complete and submit this form securely. Our team will review your information and reach out within one business day to confirm your engagement.

Pro tip: Start with Simplified, switch to Detailed if you have additional income sources

👤 Personal Information

💍 Marital Status

👨‍👩‍👧 Dependants (Children / Infirm Family Members)

Select the number of dependants you are claiming. Fields will appear for each one.

📄 Income Slips — Check All That Apply

Select every slip you received in 2025. You'll attach or email the actual slips separately.

🏢 Self-Employment / Business Income

🏠 Rental Income

🏦 Direct Deposit for Refund

⚠️ Optional — if you'd like your CRA refund deposited directly. Do not send via email; provide to your accountant in person or by secure channel.

📝 Additional Notes

By submitting this form, you consent to Swift Accounting collecting and using your information to prepare your tax return. Your information is handled securely and never shared with third parties.

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