Income Tax Drop Off Form

Income Tax Drop Off Form

Please fill out all that apply
Taxpayer Name

First NameLast Name
Taxpayer SIN
Taxpayer Date of Birth

MonthDayYear
Date
Address

Street Address

Street Address Line 2

CityState / Province

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

First NameLast Name
Spouse Date of Birth

MonthDayYear
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 NameLast Name
Dependent #1 DOB

MonthDayYear
Date
Dependent #2

First NameLast Name
Dependent #2 DOB

MonthDayYear
Date
Dependent #3

First NameLast Name
Dependent #3 DOB

MonthDayYear
Date
Dependent #4

First NameLast Name
Dependent #4 DOB

MonthDayYear
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 - T4AEmployment Income and Benefits - T4Bonus or Other Supplemental Pay - T4Payments from Profit Sharing Plan - T4PSSeverance Pay or Retirement Allowance - T4ATips, Casual Wages or Part-Time Earnings - T4 or Slip
Deductions

RRSP - Official Contribution SlipsRRSP Rollovers - DetailsAnnual Union or Like Dues - T4 or ReceiptsChild Care Expenses - Details from Receipts etc.Business Investments - Details of DispositionsMoving Expenses - Details/T1MCarrying Charges - DetailsInvestment Expenses - DetailsTax Shelter Write-Offs - T5013, T101Employment Related Expenses - Details - T2200Other Deductions - Details
Retirement Income

Old Age Security - T4(OAS)Canada Pension Plan (CPP) - T4A(P)Disability Benefits - T4A(P)Other Pensions of Superannuations - T4AForeign Pension Income - Foreign Reporting SlipsRRSP Annuity IncomeRRIF Annuity IncomeOther Annuity Income
Tax Credits

Spousal Credit - Details of Net IncomeDependent Credit - Details Including Net Inc.Disability Credit - Details, If 1st Year, T2201Tuition/Education - T2202A, T2202Interest Paid on Loans - Student Loan DetailsMedical Credits - Official Medical ReceiptsDonation Credits - Official Donation ReceiptsPolitical Credits - Official Political ReceiptsPublic Transit Passes - Transit Pass ReceiptsFirst Home Buyers Credit - Details if acquired
Other Income

Employment Insurance Benefits - T4EDividend Income - T5Interest Income - T5Foreign Income - Foreign Reporting SlipsRental Income/Loss - Statement of Rental IncomeCapital Gains/Losses - T5 or T3Principle Residence Disposition - Details of DispositionIncome from a Trust - T3Canada Savings Bond - T600/OtherAnnuity Income - T4AOther Income - T5Farm Support Income - AGR-1Quebec - Other RL Slips - RL Slips
Self-Employment Income

Business Income - Income StatementProfessional Income - Income StatementPartnership Income - Income StatementCommission Income - Income StatementFarming - Income Statement
Comments or Other Information:
Should be Empty:

Income Tax Drop Off Form

Possible Forms to Include: