Income Tax Drop Off Form

Income Tax Drop Off Form

Please fill out all that apply
Taxpayer Name

First Name Last Name
Taxpayer SIN
Taxpayer Date of Birth

Month Day Year
Date
Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Email
example@example.com
Phone Number
Please enter a valid phone number.
Spouse Name

First Name Last Name
Spouse Date of Birth

Month Day Year
Date
Spouse SIN
Are you a Canadian Citizen?
Would you like CRA to provide information to Elections Canada?
Did you sell your principle residence at any time in the tax year?
If "Yes" what was the address?
At any time in the tax year, did you own Non-Canadian property (real estate that you rented to others, investment accounts, shares in Non-Canadian companies etc.) with a total cost of more than $200,000?
Are you a US Citizen or Green Card holder?
Please ensure we have the full names and dates of birth for all children and dependents with SIN if applicable.
Dependent #1

First Name Last Name
Dependent #1 DOB

Month Day Year
Date
Dependent #2

First Name Last Name
Dependent #2 DOB

Month Day Year
Date
Dependent #3

First Name Last Name
Dependent #3 DOB

Month Day Year
Date
Dependent #4

First Name Last Name
Dependent #4 DOB

Month Day Year
Date
If you have a spouse or common-law partner and we are not preparing his/her return, please provide his/her net income taken from line 236 of their tax return.
Amount of property tax or rent paid in the year and the name of the landlord/municipality
Possible Forms to Include:

Please check all that apply
Employment Income

Commission Income - T4A Employment Income and Benefits - T4 Bonus or Other Supplemental Pay - T4 Payments from Profit Sharing Plan - T4PS Severance Pay or Retirement Allowance - T4A Tips, Casual Wages or Part-Time Earnings - T4 or Slip
Deductions

RRSP - Official Contribution Slips RRSP Rollovers - Details Annual Union or Like Dues - T4 or Receipts Child Care Expenses - Details from Receipts etc. Business Investments - Details of Dispositions Moving Expenses - Details/T1M Carrying Charges - Details Investment Expenses - Details Tax Shelter Write-Offs - T5013, T101 Employment Related Expenses - Details - T2200 Other Deductions - Details
Retirement Income

Old Age Security - T4(OAS) Canada Pension Plan (CPP) - T4A(P) Disability Benefits - T4A(P) Other Pensions of Superannuations - T4A Foreign Pension Income - Foreign Reporting Slips RRSP Annuity Income RRIF Annuity Income Other Annuity Income
Tax Credits

Spousal Credit - Details of Net Income Dependent Credit - Details Including Net Inc. Disability Credit - Details, If 1st Year, T2201 Tuition/Education - T2202A, T2202 Interest Paid on Loans - Student Loan Details Medical Credits - Official Medical Receipts Donation Credits - Official Donation Receipts Political Credits - Official Political Receipts Public Transit Passes - Transit Pass Receipts First Home Buyers Credit - Details if acquired
Other Income

Employment Insurance Benefits - T4E Dividend Income - T5 Interest Income - T5 Foreign Income - Foreign Reporting Slips Rental Income/Loss - Statement of Rental Income Capital Gains/Losses - T5 or T3 Principle Residence Disposition - Details of Disposition Income from a Trust - T3 Canada Savings Bond - T600/Other Annuity Income - T4A Other Income - T5 Farm Support Income - AGR-1 Quebec - Other RL Slips - RL Slips
Self-Employment Income

Business Income - Income Statement Professional Income - Income Statement Partnership Income - Income Statement Commission Income - Income Statement Farming - Income Statement
Comments or Other Information:
Should be Empty:

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Income Tax Drop Off Form

Possible Forms to Include: