It’s Tax Time Again!

Its Tax Time Again!
Please complete with your tax information and provide us with all relative paperwork

If you own a business, have rental properties, claim employment expenses or have moved during the year.

Please request the appropriate form required. Call if you have any questions, we are here to help.
Did you provide your prior Notice of Assessment?

Yes No
Taxation Year
First Name
Last Name
Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Email
example@example.com
Phone Number
Date of Birth

Month Day Year
Date
S.I.N
Province of residence in December 31
Citizenship

Canadian Citizen Foreign Citizen Cease to be a resident of Canada Metis First Nations - please provide a copy of your status card Inuit Other
Marital Status as of Dec 31
If changed in the year, what date?

Month Day Year
Date
If Married or Common-Law, please complete:
Spouse’s Name
Spouse’s Date of Birth (M/D/Y)

Month Day Year
Date
Spouse’s S.I.N
Will S&J be processing Spouses Tax Return:

Yes No
If no, Spouse’s net income for taxation year
Please check all that apply for the current tax year and ensure you provide us with supporting documents.

Adoption Expenses Annual union, professional, or like dues Apprenticeship Job Creation (for employers only) Caregiver Amount Child Care Expenses Digital News Subscription Expenses Disability Tax Credit (Pls request form) Donations and Gifts Family Caregiver Amount Firefighters Volunteer Tax Credit Interest paid on your student loan Investments (T5008 Slip Required. We will need Investment statement) Medical Expenses Moving Expenses (Pls request form) New Home Buyers (must provide Title) Northern Resident Deductions Other employment expenses (T2200 Reqd) RRSP Contributions Rental Property (Pls request form) Sale of Principle Residence (Need Original Purchase and Sale Price) Child Support Payments Tax Free Savings Account Teacher and Early Childhood Educator School Supply Tax Credit Tuition, education and textbook amounts Other
Who is claiming the Climate Action Incentive

I will be claiming CAI Spouse Claimed Other
Source of Income

Any T4 Slips (T4, T4E, T4A, etc) T4RSP - RRSP Withdrawal Any T5 slips (T5, T5018, etc.) Any T3 slips Sole Proprietorship / Self Employed Do you have a GST # with your Self Employment Tips/Gratuities Investments (T5008 slip and Investment statement) Other

Dependent Information

	First Name	Last Name	M/D/Y	Relationship	S.I.N	Net Income

Dependent Information

	First Name	Last Name	M/D/Y	Relationship	S.I.N	Net Income

Dependent Information

	First Name	Last Name	M/D/Y	Relationship	S.I.N	Net Income

Dependent Information

	First Name	Last Name	M/D/Y	Relationship	S.I.N	Net Income

Maintenance Payments?
Amount and if you Receive it or Pay it
Recipients name (Receive from or Pay To)
Name and SIN
Disability Credit

Permanently Disabled T2201 (Disability Tax Credit Certification)(provide copy) Other
Check to all that apply

I own assets outside of Canada excess of 100,000 I paid personal tax installments to CRA this year I have filed for bankruptcy I Authorize for Elections Canada I would like my return efiled Email me a copy of my T1 General Other
Question/Concern:
Email all supporting documents to frontdesk@sjmanagement.ca
Signature

Clear
Date

Month Day Year
Date
Feel free to upload any relative paperwork here:

Cancel of
*All questions marked with an asterisk MUST be completed.

S&J Management Ltd. is not responsible for missing or inaccurate information.
Should be Empty:

Its Tax Time Again!