Confidential - Information collected solely for preparing and filing your Canadian personal income tax return (T1 General).
1. Taxpayer Information
Full Legal Name (as shown on SIN)
*
Preferred Name
Date of Birth (DD/MM/YYYY)
*
-
Month
-
Day
Year
Date
Social Insurance Number (SIN)
*
Marital Status (as at Dec 31)
*
Single
Married
Common-Law
Separated
Divorced
Widowed
Date of marital status change (if applicable)
-
Month
-
Day
Year
Date
Occupation / Job Title
Resident of Canada for full tax year?
*
Yes
No
2. Contact Information
Residential Address
*
Mailing Address (if different)
Province/Territory of Residence (Dec 31)
*
Phone Number
*
Format: (000) 000-0000.
Email Address
*
example@example.com
Preferred Method of Contact
*
Phone
Email
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3. Filing Information
Tax Year
*
Is this your first time filing a Canadian tax return?
*
Yes
No
Did you file last year?
*
Yes
No
If new client. date vou became a Canadian resident
4. Spouse or Common-Law Partner (if applicable)
Full Name
SIN
Date of Birth
Net Income for the year
Was your spouse/common-law partner a resident of Canada for the full year?
Yes
No
5. Dependents
List dependents (Name, Relationship, DOB, SIN if applicable, Net Income)
6. Employment & Income Sources (check all that apply)
*
Employment Income (T4)
Self-Employment / Business Income
Commission Income
Rental Income
Interest Income (T5)
Dividend Income
Capital Gains / Investment Sales
Pension Income (T4A/T4RIF/T4A(OAS))
Employment Insurance (T4E)
Workers' Compensation
Foreign Income
Other Income
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7. Self-Employment / Business Information (if applicable)
Business Name
Business Number (BN), if any
Type of Business
Business Address
Gross Revenue
Maior Expenses (brief list)
8. Deductions & Credits (check all that apply)
Deductions & Credits
RRSP Contributions
Union or Professional Dues
Child Care Expenses
Moving Expenses
Medical Expenses
Charitable Donations
Tuition / Education Amounts (T2202)
Student Loan Interest
Disability Tax Credit
Home Accessibility or Renovation Credits
Northern Residents Deduction
Other
If Other, specify
9. Assets & Investments
Did you sell or purchase real estate during the year?
*
Yes
No
Did you trade stocks, mutual funds, or crypto?
*
Yes
No
Do you own foreign property with total cost over CAD $100,000 (T1135)?
*
Yes
No
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10. Prior-Year & CRA Information
Any outstanding balances with CRA?
*
Yes
No
Are you on a CRA payment plan?
*
Yes
No
Have you received CRA correspondence this year?
*
Yes
No
11. Direct Deposit & CRA Access
Direct Deposit set up with CRA?
*
Yes
No
CRA My Account access?
*
Yes
No
12. Additional Information
Additional Information
13. Declaration & Authorization
I certify that the information provided is true, correct, and complete to the best of my knowledge. I authorize the tax preparer to use this information solely for the purpose of preparing and filing my Canadian income tax return.
Client Signature
*
Date
*
-
Month
-
Day
Year
Date
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