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Client Forms & Resources

Fill out your intake forms online, submit securely to our team, and download a PDF copy for your records β€” all in one place.

New Client Form
Client Information Sheet
Please fill out your personal and family details. This information is used to prepare your tax return accurately. All fields marked * are required.
1 Personal Information
2 Marital Status
3 Social Insurance Numbers
4 Children & Dependants
5 Other Information
Info Sheet Submitted!We'll review your details and reach out within 24 hours. A confirmation was sent to your email.
Unable to send your form. Please try again or email us directly at lynn.cheney.tax@gmail.com

πŸ”’ Your information is encrypted and never shared with third parties. We comply with Canada's PIPEDA privacy legislation.

Business Tax Form
Business Income & Expense Checklist
Complete this checklist before your tax appointment. Enter dollar amounts for all applicable categories. Leave blank or enter 0 if not applicable.
1 Business Information
2 Gross Income
3 Business Expenses
4 Inventory (Purchases)
5 Use of Home
6 Automobile
Leased Vehicle
Purchased Vehicle
7 Vehicle Expenses (per car)

Include both personal and business amounts β€” the business portion will be prorated based on your mileage log.

Car #1
Car #2
Car #3
8 Capital Assets Acquired This Year

Note: Capital assets must NOT be listed as expenses above.

Asset Amount Description / Details
9 Additional Notes
Business Checklist Submitted!We'll review your information and follow up within 24 hours. A confirmation was sent to your email.
Unable to send your form. Please try again or email us at lynn.cheney.tax@gmail.com

πŸ”’ Your financial data is transmitted securely and never shared with third parties.

Personal Tax
Tax Return Checklist
Check all the documents and slips you have available. Submit this list so we know what to expect, or use it as a guide before your appointment.
1 Your Contact Information
2 Tax Slips
3 Receipts & Documentation
4 Tax Filing Information
5 Other Information
Checklist Submitted!We've received your tax return checklist and will be in touch shortly.
Unable to send your form. Please try again or email us at lynn.cheney.tax@gmail.com

πŸ”’ Your information is secure and never shared with third parties.

Sources: Canada Revenue Agency, SimpleTax, H&R Block

CRA Form T2201
Disability Tax Credit Certificate β€” Part A
This is the Individual's section of the T2201 form. Complete Part A below, then take the completed form to your medical practitioner to fill out Part B (pages 3–16) before submitting to the CRA.
Important: After submitting Part A below, you must also have a qualified medical practitioner complete Part B of the T2201 form. Download the blank T2201 PDF from CRA at canada.ca/cra-forms for the doctor to complete. The CRA will not process this form without Part B signed by a medical practitioner.
1 Person with the Disability
2 Person Intending to Claim the Disability Amount (if different from above)

Leave this section blank if the person with the disability is claiming the credit themselves.

3 Previous Tax Return Adjustments
4 Individual's Authorization
By submitting this form you confirm that:
  • The above information is correct.
  • You give permission for your medical practitioner(s) to provide the CRA with information from their medical records to determine eligibility.
  • You authorize the CRA to adjust your returns, as applicable, if you opted to do so above.
T2201 Part A Submitted!Our team will review your submission. Remember to have your medical practitioner complete Part B before submitting to the CRA. A confirmation was sent to your email.
Unable to send your form. Please try again or email us at lynn.cheney.tax@gmail.com

πŸ”’ This sensitive medical information is transmitted securely and handled in compliance with PIPEDA and CRA privacy guidelines.