🔒 Client Access

Enter the access word to continue.

Hint: Enter the name of the program/website/portal you use to upload your tax documents to Helen. Check your emails if you're not sure.

That's not quite right — try again.

← Back to Tax Deduction Summarizer

🗃️ Repeat Client Intake Form

One form per household  |  Dependents living at a different address must complete their own form
🔄How This Works, Step by Step
  1. 1Fill out this intake form.
  2. 2Wait for your new TaxFolder engagement email for the new tax year.
  3. 3Fill out all worksheets that apply to you.
  4. 4Upload your completed worksheets and tax slips (T4, T5, etc.) to your TaxFolder portal.
⚠️ Do not upload receipts. Only upload your completed worksheets and official tax slips — receipts should already be summarized on the worksheet, not uploaded on their own.
✒️Your Information
Please enter your email.
Please enter your name.
Please answer this question.
👥Who Else Needs Their Taxes Filed

List anyone besides yourself in your household who needs a tax return filed this year (spouse, adult child, etc). Leave blank if it's just you.

💍Marital Status Change
The CRA considers you separated if you've lived apart from your spouse or common-law partner for 90+ days due to a relationship breakdown. You're considered common-law after living together in a conjugal relationship for 12 continuous months, or immediately if you share a child together.
Please answer this question.
👶New Dependents

Helen already has your current dependents on file. Only fill this in if you had a new dependent since your last filing.

Please answer this question.
🗝️First-Time Home Buyer
"First-time" generally means you (or your spouse/partner) did not own and live in a home in the current year or the previous 4 calendar years. If you're eligible for the Disability Tax Credit, you may still qualify even if you're not a first-time buyer.
🏠Sale of a Home
The CRA requires details when a property is sold, even if it was your principal residence.
Please answer this question.
📫Current Address
Please answer this question.
🗂️TaxFolder & Documents
TaxFolder: We'll be using TaxFolder again this year. You should already have an account and may upload documents as they become available.

Receipts: Do not upload receipts — all expenses must be summarized on the applicable worksheet.

When you're finished: Once everything is uploaded, let Helen know you're finished so she can begin your return.
Please choose how documents will be provided.
🔔Notify Your Preparer
Once all your worksheets and tax slips are uploaded to your TaxFolder portal, click "Notify my preparer to start my return" near the top of your portal. This is what tells Helen your file is ready and she can begin your return — she is not notified automatically just because files were uploaded.
💰Income & Expenses

📝 Worksheet Required

📄 Upload the Original Slips

➕ Add These to the Summarizer

Add these amounts directly to your Tax Summarizer.

📝Additional Notes
📧 Email is the best way to reach Helen for all tax-related questions. 📞 Phone calls are by appointment only — please schedule through her website.
✅ Submitted — Helen has received your intake form.
🔄What Happens Next
  1. 1Wait for your new TaxFolder engagement email for the new tax year.
  2. 2Fill out all worksheets that apply to you.
  3. 3Upload your completed worksheets and tax slips (T4, T5, etc.) to your TaxFolder portal.
⚠️ Do not upload receipts — only worksheets and official tax slips.
🧾Your Submission Receipt