It’s Tax Time Again!

Its Tax Time Again!
If you are not yet a client of S&J Management Ltd Please call our office before filling out the form.

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?

YesNo
Taxation Year
First Name
Last Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email
example@example.com
Phone Number
Format: (000) 000-0000.
Date of Birth

MonthDayYear
Date
S.I.N
Province of residence in December 31
Citizenship

Canadian CitizenForeign CitizenCease to be a resident of CanadaMetisFirst Nations - please provide a copy of your status cardInuitOther
Marital Status as of Dec 31
If changed in the year, what date?

MonthDayYear
Date
Spouse’s Name
Spouse’s Date of Birth (M/D/Y)

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

YesNo
If no, Spouse’s net income for taxation year
Source of Income

Any T4 Slips (T4, T4E, T4A, etc)T4RSP - RRSP WithdrawalAny T5 slips (T5, T5018, etc.)Any T3 slipsSole Proprietorship / Self EmployedDo you have a GST # with your Self EmploymentTips/GratuitiesInvestments (T5008 slip and Investment statement)Other
Please check all that apply for the current tax year and ensure you provide us with supporting documents.

Adoption ExpensesAnnual union, professional, or like duesApprenticeship Job Creation (for employers only)Business Investment LossCapital Gains / LossesCarrying charges, interest expenses and other expensesChild Care ExpensesDigital News Subscription ExpensesDisability Tax Credit (Pls request form)Donations and GiftsEmployment Expenses (T2200)Family Caregiver AmountFirefighters Volunteer Tax CreditFHSA (first homesavings account) (require T4FSHA slip)Interest paid on your student loanInvestments (T5008 Slip Required. We will need Investment statement)Medical ExpensesMoving Expenses (Pls request form)Multigenerational Home Renovation Tax Credit (provide proof of qualifying individual or relation with renovation costs)New Home Buyers (must provide Title)Northern Resident DeductionsOther employment expenses (T2200 Reqd)RRSP ContributionsRental Property (Pls request form)Residential Property Flipping RuleSale of Principle Residence (Need Original Purchase and Sale Price) - **Failure to report can result in a penalty (ranging from 100.00 - 8,000.00)**Child Support PaymentsSpousal Support PaymentsTax Free Savings AccountTeacher and Early Childhood Educator School Supply Tax CreditTradesperson’s Tools ExpensesFirst Home Savings Account - Did you open one?Other
Do you own residential property
If Yes, How many properties do you own?
List all the properties and its Ownership
Do you have dependents
Dependent Information*
Maintenance Payments?
Amount and if you Receive it or Pay it
Recipients name (Receive from or Pay To)
Name and SIN
Disability Credit

Permanently DisabledT2201 (Disability Tax Credit Certification)(provide copy)Other
Check to all that apply

I own assets outside of Canada excess of 100,000I paid personal tax installments to CRA this yearI have filed for bankruptcyI Authorize for Elections CanadaI would like my return efiledEmail me a copy of my T1 GeneralOther
Question/Concern:
Upload supporting documents below or email to alyssa@sjmanagement.ca
Feel free to upload any relative paperwork here:

Cancelof
Signature
Date

MonthDayYear
Date
*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!