Personal Checklist CA

  • Year - End Personal Checklist

  • Date of Birth*
     - -

  • We require a separate form for each taxpayer.  Some expenses can be claimed by either spouse – DO NOT DUPLICATE THESE – include in one tax payer only and we will allocate.

    To prepare your year-end tax return we need to gather some information from you.  It is important that you answer all questions completely as there could be severe tax consequences for incorrect information.  More information is better than less.  All questions are in relation to the tax year being completed or as at 31 December unless otherwise mentioned.  If the answer to any question is “Yes” please supply additional details.  These questions all relate to your non-business activity (a different checklist exists for business activity).

    THIS IS NOT A COMPREHENSIVE CHECKLIST.  PLEASE NOTIFY US OF ANYTHING ELSE THAT MAY EFFECT YOUR TAX RETURN.

  • Prior Year Return

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  • Access to your Personal CRA Account

  • It is very helpful for us to have access to your personal (individual T1) CRA account (this is different from your business account). This allows us to verify information more easily and (in most cases) eFile your return. You can do this from your CRA My Account page, Quick links, Authorize a representative. Enter our BN 801528571 (Fuel Accounting Professional Corporation, Peter McCarroll, 647-367-0876). Please authorize online access for ALL available program accounts at Level 2 with no expiry date. If you have not filed a return in Canada before then you will not be able to get a MyCRA account until after we file your first return – please skip this step. If you don’t have access to MyCRA but HAVE filed a Canadian Tax Return before then please contact CRA immediately to get the process started to register for your account (it involves sending snail mail so it can take a few weeks). We can’t be properly appointed as your tax agent without you having online access.

  • Filing Instructions

  • We require a separate form for each taxpayer.  If you need us to complete a return for a spouse, child or someone else, please submit a separate submission for each taxpayer.

    THE DEADLINE FOR ON-TIME FILING FOR 2025 RETURNS IS 30 APRIL 2026. WE NEED YOUR DATA AT LEAST ONE MONTH BEFORE THIS DEADLINE.  DATA RECEIVED AFTER 31 MARCH WILL NOT BE WORKED ON UNTIL MAY AND THEREFORE WILL BE LATE.  * People with self-employment income have a filing due date of 15 June, but payment of any tax due is still required by 30 April.

    Filing Fees

    There is a fee of $175+GST/HST per T1 filed for simple T-slip returns for tax payers associated with our business clients (this fee is payable by you personally, not your business) on monthly payment plans only.  Fees are higher for non-business clients, cross-border returns, and non-monthly business clients.  Additional fees may apply if you have rental income, investment disposals, self employed income, etc.  No fee is payable for a Sole Proprietor on our monthly fee program (your personal T1 is included in your accounting fee).

    Fees are payable BEFORE the return is filed.

    Most returns will be eFiled and electronic signature will be requested.  Some returns (especially cross-border scenarios) must be filed by mail – we will advise you.

    Post-Filing CRA Action
    We will review your Notice of Assessment from CRA after your return is filed.  However, your filing fee does not cover any additional work required to respond to CRA reviews, refiling returns, filing objections, etc.  There is a minimum fee of $50+GST (often more) for us to action or consult on any post-filing situation.

  • Dependents

    Include any new children since last return (or all children, if this is our first return for you; add more in comments).

  • Information Slips & Receipts

  • Please scan all relevant information slips and email them to us after submitting this form. Here are examples of the slips that you may have (this is not exhaustive):

    • All information Slips (T4, T3, T5, T4E, T4A, T4AP, T4RSP, T4RIF, T5013, etc.)
    • Old Age Security and CPP benefits
    • Other Pensions and Annuities
    • Employment insurance benefits
    • Social assistance payments
    • Workers compensation Benefits
    • RRSP contributions
    • First Home Saving Account (FHSA)
    • Universal Child Care Benefit Confirmation (RC62)
    • Disability Tax Credit Certificate (T2201)
    • Declaration of Conditions of Employment (T2200)
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  • General Information

  • Has your marital situation changed from last year?*
  • Spouse Date of Birth*
     - -
  • Are you, or any of your dependents, disabled or infirm (including type 1 Diabetes, prolonged impairment of vision, hearing or mobility, and receiving life sustaining therapy)?*
  • Did you contribute to a TFSA during the year?*
  • Are you a US Citizen or Permanent Resident?*
  • Are you a Canadian Citizen or Permenant Resident?
  • If Yes – do you authorize the CRA to give your details to Elections Canada? (children 14-17 can say Yes if they want to go on the Future Electors list)
  • Did you hold foreign property (includes non-Canadian shares and crypto currencies even if held in Canadian Brokerage accounts (but not in RRSP) and rental properties) at any time in the tax year with a total cost of more than CAD$100,000?*
  • Are you a member of clergy (religious officer)?*
  • Do you live in a small and rural community (outside of a census metropolitan area)? (AB, SK, MB, ON only)*
  • Do you hold any assets in trust for someone else?  This includes being on property title or a joint bank account for any person other than your spouse?*

  • Property Information

  • Do you own property other than your principle residence, including property owned through a company, anywhere in the world?*
  • Did you convert any property to/from rental including your principal residence during the year?*
  • Did you purchase any property during the year?*
  • Did you sell any property (including your principal residence, pre-construction and assignment sale properties) during the year?*

  • International Questions

    We will need a LOT more information if you have any international exposure! Additional fees will apply.
  • Did you immigrate to Canada or emigrate from Canada during the year or were you absent from Canada for more than 6 months?*
  • Did you file a foreign tax return during the year?*
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  • Do you own shares in a foreign private corporation?*
  • Do you have a KiwiSaver account or NZ PIE investment?*
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  • Do you have debts (loans, mortages) or bank accounts denominated in foreign currencies?*

  • Income

    You do NOT need to report income earned in an RRSP, TFSA or RESP (or similar) plans. Non-residents only need to report income from Canadian Sources.  Residents need to report income from world-wide sources.
  • Are you a shareholder or partner in any organization that we do not prepare tax information for?*
  • Do you own a rental property?*

  • If yes, additional checklist is required.

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  • Did you withdraw funds from an RRSP during the year?*
  • Did you receive any taxable benefits from an employer or business that were not included in a T slip (such as access to a company vehicle, etc.)?*
  • Did you receive any income not reported on an attached information slip or already covered (including a prize, award, gift or bonus over $500 from your employer such as gift cards etc.)?*
  • Did you sell, gift or otherwise dispose off any investments or real property (even if reported on a T slip; excluding in a registered account)? Supply further details.*
  • Do you own any bonds or GICs that do not produce interest income each year?*
  • Did you receive any spousal or child support payments?*
  • Do you expect next year’s income to be significantly different from this year?*
  • Did you receive any foreign Income or foreign pension?*
  • Did you receive any Alimony/Spousal support or child support?*
  • Did you sell, spend or dispose off any cryptocurrency (such as Bitcoin), even if held offshore, during the year?)*
  • Did you receive any social support benefits, such as EI payments?*
  • Did you receive income from AirBNB, VRBO, Uber, Lyft, Social Media, Video game and any other similar platforms?*
  • Did you enter into an assignment agreement for the sale of property (such as a pre-construction condo) on or after May 7, 2022?*
  • Did you sell/flip any other property or sell an option to occupy (such as with a pre-built condo) during the year?*
  • Did you exercise any employee stock options during the year? If yes please provide a copy of your statement.*
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  • Did you have any self-employment income during the year?*

  • If yes, an additional checklist is necessary.

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  • Deductions

    Did you incur any of the following expenses not included in slips? If you answer YES to any question you will need to provide more details (and include copies of receipts, additional slips, etc).  Please do that now or it will slow your return down! There are entry and upload fields at the end of this section to provide more details.
  • Child Care expenses?*
  • Moving (more than 40km)*?*
  • Did you work from home (as an employee) in Canada during the year?*

  • If yes, your employer will need to sign the completed T2200 Declaration of Conditions of Employment form (with the correct options selected). The temporary flat rate method (number of days) does not apply in 2025.

  • Did you use your personal vehicle for employment or spend money for employment?*

  • If yes, your employer will need to sign the completed T2200 Declaration of Conditions of Employment form. This does not include expenses for which you received non-taxable reimbursement or mileage.

  • If separated or divorced, did you provide support to a spouse or common-law partner?*

  • Click here to read about providing support to a spouse or common-law partner.

  • Tuition/Education?*
  • Interest paid on student loans?*
  • Charitable Donations?*
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  • Medical Expenses? (Needs to be more than 3% of income or $2834 to be useful; can’t claim Provincial Health Plan premiums; can claim surrogacy and or fertility costs).*
  • Union/Professional Dues?*
  • Subscriptions to Canadian Digital News?*
  • Carrying costs for investments?*
  • Does anyone over the age of 65 with income under $20,000 live with you (other than your spouse)?*
  • Did you repay any social benefits during the year?*
  • Did you make any RRSP contributions?*
  • Do you have an RRSP Home Buyers Plan or Lifetime Earning Plan account with a balance due at the start of the year or drawn down during the year?*
  • Did you contribute to the First Home Savings Account (FHSA)?*
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  • Eligible educator school supply (teachers only)?*
  • Did you make any upgrades to your home to make it more accessible for seniors or those with disabilities?*
  • Did you establish a secondary unit for a family member on your property (MHRTC)?*
  • Did you pay for any qualifying Canadian digital news subscriptions?*
  • Did a medical practitioner prescribe COVID test(s)- air filter, cleaner and filter that you paid for yourself? (Doesn’t include non-prescribed rapid tests or travel testing)*
  • If you are a construction worker or apprentice in Canada, did you incur temporary work relocation expenses in Canada?*
  • Did you repay COVID-19 benefits between January 1, 2025 and December 31, 2025?*
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  • *Do not include on BOTH spouse’s checklist – only one.

  • Provincial Questions

    Only answer the one that relates to the Province you lived in at 31 December.

  • Other

    Please use the space below to document anything else that we might need to know.

  • SUBMITTING THIS FORM TO US MEANS THAT YOU AGREE AND CERTIFY THAT YOU HAVE NOT OMITTED ANY RELEVANT INFORMATION AND THAT ALL INCOME HAS BEEN REPORTED.  WHILE WE TAKE EVERY EFFORT TO ENSURE THAT YOUR RETURN IS COMPLETE AND ACCURATE WE TAKE NO RESPONSIBILITY FOR THE CONSEQUENCES IF ANY INFORMATION PROVIDED TO US IS IN ANY WAY INCORRECT OR MISSING.  IN ALL CASES OUR LIABILITY IS STRICKTLY LIMITED TO THE FEES PAID TO PREPARE THE PERSONAL TAX RETURN.  PLEASE NOTE THAT FOR CORPORATE CLIENTS PERSONAL TAX RETURNS ARE NOT INCLUDED IN YOUR FEES. SEE NOTES AND INSTRUCTIONS ABOVE.

     

    I hereby certify that the information completed below is a true and complete response. I acknowledge that the responsibility for completing true and accurate tax returns is mine alone. I accept Fuel Accounting’s Terms and Conditions.

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