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Northleaf T1 Intake

1. About you

First name (as on SIN record)

*

Last name

*

Date of birth

*

Email

*

Phone

*

First time filing in Canada?

*

A

Yes

B

No

Did you file a 2025 return?

*

A

Yes

B

No

Government photo ID

*

Accepts .pdf, .jpg, .png files

Size limit: 10 MB

2. Address & residency

Street address

*

Province of residence on Dec 31, 2026

Did you move provinces in 2026?

*

A

Yes

B

No

Mailing address same as home?

*

A

Yes

B

No

Canadian citizen?

*

A

Yes

B

No

3. Marital status & spouse

Marital status on Dec 31, 2026

*

Date status changed in 2026

4. Dependants

Do you have dependants?

*

A

Yes

B

No

5. Slips

Which slips did you receive?

*

T4

T4A

T5

T3

T2202

RRSP

T4E

T4A(P)

T4A(OAS)

T5008

Other

May we use CRA Auto-fill to download your slips?

*

A

Yes

B

No

6. Other income

Other income types

*

Tips/cash

Crypto

Capital gains

Foreign income

Support received

Scholarships

None

Describe amounts (skip if None)

Supporting documents (optional)

Accepts .jpg, .jpeg, .png, .pdf files

Size limit: 10 MB

7. Deductions & credits

Which apply to you?

*

Medical

Donations

Childcare

Moving

Union/professional dues

Home office (employee)

Disability (DTC)

Student loan interest

Support paid

None

Total medical expenses

Total donations

Childcare expenses

Union/professional dues not on T4

Moving details: old and new address, km, date

Upload receipts and forms (medical, donations, childcare, moving, T2200)

Accepts .jpg, .jpeg, .png, .pdf files

Size limit: 10 MB

8. Ontario Trillium Benefit (Ontario residents only)

Skip this section if you didn't live in Ontario on Dec 31.

Did you rent or own your home in 2026?

A

Rent

B

Own

C

Neither

D

Long-term care

E

Reserve

Total rent paid

Landlord name and address

Property tax paid

Months at this address

Lived in a student residence?

A

Yes

B

No

Live in Northern Ontario?

A

Yes

B

No

9. Self-employment

Did you have self-employment or business income in 2026?

*

A

Yes

B

No

Business name and description

Gross revenue

GST/HST registered?

A

Yes

B

No

Expenses by category (advertising, supplies, phone, fuel...)

Vehicle: total km and business km

Home office % or square footage

Income/expense summary and receipts

Accepts .jpg, .jpeg, .png, .pdf files

Size limit: 10 MB

10. Rental income

Did you earn rental income in 2026?

*

A

Yes

B

No

Property address and your ownership %

Gross rents

Expenses (mortgage interest, property tax, insurance, repairs, utilities)

Rental statements and receipts

Size limit: 10 MB

11. Foreign property

Did you own foreign property costing over C$100,000 at any time in 2026 (T1135)?

*

A

Yes

B

No

Foreign property details: description, country, max cost, year-end cost, income

Foreign statements

Accepts .jpg, .jpeg, .png, .pdf files

Size limit: 10 MB

12. Service, ID & consents

Service needed

*

Student rate requires a valid college/university ID. Senior rate (65+) requires government-issued ID. You pay only after we review your return and verify your rate.

A

Student

B

Adult

C

Senior

Upload your college ID (students) or government ID (seniors)

Accepts .jpg, .jpeg, .png, .pdf files

Size limit: 10 MB

Anything else we should know?

I authorize Northleaf Books to prepare my return and use CRA Auto-fill (Form AUT-01 to follow), and I understand I must sign Form T183 before my return is e-filed.

*

I agree

I consent to my information and documents being processed by AI tools to prepare a draft, stored securely and encrypted, and verified by an experienced bookkeeper before filing (see Privacy Policy).

*

I agree

I confirm the information I provided is complete and accurate.

*

I agree

Full name as signature

*

After you submit, we'll send you a secure link to provide your SIN. Or provide it now: https://form.jotform.com/262885276869076