Hunt Club Accounting - Personal Tax Return (T1 Checklist)
  • Personal Tax Return Checklist (T1) 2025

    To help you prepare and identify the required financial information and documents to submit to us. The checklist should be completed and submitted with identified documents.
  • To guarantee completion of your return by the CRA deadline at the end of April we must have all documents received by April 15th. We will do our best to complete returns submitted after this date but cannot guarantee completion by the CRA deadline. 

    ATTENTION ALL CLIENTS:
    Signature Financial of Thunder Bay purchased Hunt Club Accounting & Tax in the fall of 2024 and all of our clients will need to authorize Signature Financial as your Representative with CRA. This will allow us to continue to complete your tax returns and access your account at CRA.

    Because of a change to the process for Authorizing Representatives by CRA in July 2025, we can no longer add ourselves as your representative easily. CRA implemented this change to better protect individuals from unscrupulous actors. If you have not added us as your representative directly in your myCRA account or worked with our Admin Staff to complete the authorization process, we will require your latest Notice of Assessment (NOA) that was issued at least 6 months ago. Please ensure you upload your NOA with your other tax documents.

  • Tax Year For Submission

  • Do you need to file taxes for other years, in addition to the current year?*
  • What previous years do you need to file taxes for?*
  • Personal Information

  •  / /
  • Format: 000-000-0000.
  • Format: 000-000-0000.
  • Start typing your address above to find your address and autofill the fields. If you cannot find your address, please remove any suite # or apartment # and add them after it has autofilled.

  • Are you a Canadian citizen?*
  •  - -
  • Warning: Immigration date cannot be before your date of birth. Please enter a correct date.

  • Marital Status

  • Marital status (during the tax year being filed)*
  • Did your marital status change from last year's tax return?*
  •  - -
  • Warning: Marital status change date cannot be before your date of birth. Please enter a correct date.

  • Are we preparing a tax return for your spouse?*
  • Private Medical Insurance (Quebec Only)

  • Do you have private medical insurance?*
  • Are you covered directly or through a spouse?
    • Spouse Information 
    •  / /
    • Format: 000-000-0000.
    • Format: 000-000-0000.
    • Is your spouse a Canadian citizen?
    • What is your spouse's status in Canada?
    • Section Stopper 
    • Do you have any dependents that you would like to claim?*
  • Dependents

    Please enter the following information about the dependents you would like to claim
    • Dependent 1 
    •  - -
    • Would you like to add another dependent?
    • Dependent 2 (optional) 
    •  - -
    • Would you like to add another dependent?
    • Dependent 3 (optional) 
    •  - -
    • Would you like to add another dependent?
    • Dependent 4 (optional) 
    •  - -
    • Would you like to add another dependent?
    • Dependent 5 (optional) 
    •  - -
  • Other Important Matters

  • Are you involved in crypto related activities (currency investments / trading / mining)?*
  • Did you have an interest in a foreign affiliate at any time during 2025 (owning more than 10% of a foreign corporation)?*
  • Do you own/hold foreign property (assets) with a total cost of more than $100,000 (CAD)?*
  • Do you, your spouse or any of your dependents have a CRA approved Disability Tax Credit?
  • Do you authorize the CRA to provide information about you to Elections Canada?*
  • Did you sell your primary residence?*
  •  - -
  • Have you made installment payments for the tax year?*
  • Source of Income

    If you have any of the following sources of income, please check all those that apply. You can upload your tax slips at the end or send to us at a later date. We will need tax slips in all cases.
  • Sources (select all that apply)
  • Rental Income

    You have indicated you have rental income on the previous page. Please include more information about your rental properties below.
  • Please indicate if you are the sole owner of the property or if you have a co-owner:
  • Is this the first year of operation?
  • Is this the last year of operation?
  • Have you sold the property?
  • Revenue & Expenses

  • Rows
  • Please note: You DO NOT need to upload your rental property receipts to us. Please keep these for your own records.

  • Do you want to claim another rental property?
  • Rental Property 2

  • Please indicate if you are the sole owner of the property or if you have a co-owner:
  • Is this the first year of operation?
  • Is this the last year of operation?
  • Have you sold the property?
  • Revenue & Expenses

  • Rows
  • Please note: You DO NOT need to upload your rental property receipts to us. Please keep these for your own records.

  • Do you want to claim another rental property?
  • Rental Property 3

  • Please indicate if you are the sole owner of the property or if you have a co-owner:
  • Is this the first year of operation?
  • Is this the last year of operation?
  • Have you sold the property?
  • Revenue & Expenses

  • Rows
  • Please note: You DO NOT need to upload your rental property receipts to us. Please keep these for your own records.

  • Self-Employed Income & Expenses

    You have indicated you have self-employment income. Please include more information about your self-employment income & expenses below.
  • Are we preparing your GST/HST Return?
  • Revenue & Expenses

  • Rows
  • Please note: You DO NOT need to upload your self-employment expense receipts to us. Please keep these for your own records.

  • Home Office Expenses

  • Do you have any self-employment home office expenses ?
  • Warning: Total area of office cannot be greater than total area of home.

  • Rows
  • Please note: You DO NOT need to upload your home office expense receipts to us. Please keep these for your own records.

  • Vehicle Expenses

  • Do you have any business use vehicle expenses?
  • Did you purchase any new vehicles for your business?
  • Please note: CRA requires you to maintain a log of business travel that includes: date of trip, start and stop odometer reading, destination (where you went), and purpose of trip. If they review your return for this expense and you cannot provide a travel log, they will not allow the deduction. Please keep this log for your own records.

  • Rows
  • Deductions and Tax Credits Available

    If you have any of the following deductions and tax credits, please check all those that apply. Please include receipts or supporting documents in all cases.
  • Deductions and Tax Credits (select all that apply)
  • Moving expenses: You can claim moving expenses if your place of employment changes (either with the same employer or a new employer). Your new home must be 40 km or more closer to the new work location than your old home. If you are self-employed, you can claim moving expenses if you are running your business from a new location and your new home is 40 km or more closer to that new location than your old home.

  • Charitable Donations: Charitable donations do not have to be submitted every year. You can collect them for up to 5 years and then submit them. Why…the benefit you get is 14% of the first $200 and 29% of everything over $200 so it is more advantageous to save them up. Also, our charge for entering donations may be more than the benefit you get for small amounts (less than $80).

  • Spousal Support

  • Medical Expenses

  • Work from Home Expenses (Employee)

  • Note: You must have a signed T2200 From your employer to claim work from home expenses as an employee.

  • Are you commissioned employee?
  • Warning: Total area of office cannot be greater than total area of home.

  • Rows
  • Rows
  • Other Deductions & Tax Credits (Optional)

    Please provide a description and amount for any other deductions/credits not listed above
  • Additional Notes

    If information is not present or listed on the previous pages, and you need to clarify or explain, please write in the box below.
  • Supporting Documents

    You may upload any of your tax slips, receipts, and supporting documents for your sources of income, deductions and tax credits. You can also submit these to us at a later date if you currently don't have them available.
  • You have indicated you have the following:

    Deductions & Tax Credits:

    {name98}

    Please upload any receipts and supporting documents below

  • You have indicated you have the following:

    Sources of income:

    {name80}

    Please upload any tax slips, receipts, and supporting documents below

  • Please note: You DO NOT need to upload:
    - self-employment income receipts
    - home office expense receipts
    - vehicle expense receipts
    - rental property expense receipts

    **Please keep these for your own records in case the CRA requests supporting documents.

  • ALL Clients
    Please do not upload an export of all your T-Slips from CRA. We have access to that information already. Please only send copies of original slips.

     

     

     

     

  • New Clients
    Please include and upload a copy of your previous year’s Notice of Assessment (NOA).

    Existing Clients
    If you need to authorize Signature Financial (the owner of Hunt Club Accounting & Tax) to be your representative, please include and upload a copy of your previous year’s Notice of Assessment (NOA).

  • Quebec Returns OR if you work in Quebec you must supply a Relevé 1
    Please include and upload your "Relevé 1: Employment and other income (RL-1)" slip below, as we cannot retrieve this from your CRA account.

     

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