- icred Taxes

1. Filing History

Start here. Your answers will help us show the right questions.

Start Here

Is this your first time filing taxes with CRA?

2. Client Information

Basic contact and identity details for the taxpayer.

Required

First name

Last name

Preferred name

Date of birth

SIN

Phone number

Email address

Current address

City

Province

Postal code

Your status in Canada

Tax year

3. Family Status

Marital status, spouse details, and dependant information that may affect your return.

Important

Marital status as of December 31

Date of status change (if any)

Spouse / common-law partner first name

Spouse / common-law partner last name

Spouse SIN

Spouse date of birth

Spouse net income for the year

Dependants

4. Income Sources

Check every type of income you had during the tax year.

Multiple Select

Income details and notes

5. Deductions and Credits

Check the items you may want us to review for deductions or credits.

Review Carefully

Deduction and credit notes

6. Tax Slips and Documents

Tell us which slips or tax documents you already have.

Checklist

If you do not yet have a document, mention it in the notes below so we know what is still outstanding.

Missing documents or expected slips

Upload files for selected slips

File notes

7. Self-Employment or Business

Complete this section only if you were self-employed, freelanced, or ran a business.

If Applicable

8. Rental Property

Fill this out if you owned a rental property or received rent.

If Applicable

9. Final Notes and Authorization

Please share anything else we should know before preparing your tax return.

Final Step

Special situations

Questions or instructions for ICRED TAXES LTD

I confirm that the information provided in this form is true, complete, and based on the documents available to me.

Client name as signature

Date

Client Summary

If you use “Send Completed Form” or “Send to WhatsApp”, the written form summary will be included
automatically. Uploaded documents still need to be attached manually by the client before sending.

No summary generated yet.

Client Tax Intake Form