• 2025 Personal Income Tax Checklist

  • Welcome to the 2025 Tax Season!

    To ensure your personal income tax return is prepared accurately and efficiently, please complete this questionnaire to the best of your ability. I will use your responses—along with your tax slips, CRA data, and our direct discussions—to finalize your filing.

    How to Complete This Form:

    • Flexibility: This form can be completed individually or jointly as a couple.
    • Dependents: Adult children and dependents over age 18 must submit their own separate forms.
    • Dynamic Fields: Some sections will only appear based on the boxes you check; please keep an eye out for these "hidden" questions.
    • A Note on Timing: If you hold personal non-registered investments, I will begin your return once all T3/T5013 slips arrive in April. This ensures we have a complete picture before we start.

    Submitting Your Documents: Once you click Submit, you can provide your supporting documents via:

    • Secure File Sharing: A link will be provided on the confirmation page.
    • TaxFolder.com: Access will be granted to you within a few days.
    • Physical Delivery: Mail or office drop-off is always an option.

    Privacy & Engagement: Your data is handled with strict confidentiality and is subject to the terms of our Engagement Letter. I am committed to the highest standards of accuracy and security for your personal information. 

    Note: This form is intended for existing clients only. If we have not yet established a formal engagement, please contact my office directly before submitting.

     

  • General Information

  • Have I prepared your tax return before?*
  • I am filling this out on behalf of...*
  • Format: (000) 000-0000.

  • This email address will also be used to send e-signature requests and future communications from me as needed.

    This email address will also be shared with CRA. If you are already set up with CRA MyAccount, please provide the email address you used for that account so that there is no issue with your CRA account access.

  • Did your marital status change in 2025?*

  • Please double check the marital status you selected. 

    You indicated that you are preparing this on behalf of you and your spouse, but you didn't select a married or common-law status.

  • The Canada Revenue Agency (CRA) defines a common-law partner as an individual who is not your spouse, but with whom you are living in a conjugal relationship and at least one of the following conditions applies:

    1) you have lived together for at least 12 continuous months,

    2) the person is the parent of your child, or they have custody and control of your child.

    It doesn't matter who is paying the bills or if rent is involved to share expenses. If one of the two conditions above exists you are considered common-law and must file as such.

  • Am I preparing your spouse's tax return as well?*
  • Did I prepare their return last year?*

  • Please make sure your spouse fills in this checklist as well, or change your response above to fill in this form on behalf of both of you.

  • If I am not preparing your spouse's return, please change your response above to fill in this form on behalf of yourself only.

  • This email address will also be used to send e-signature requests and future communications from me as needed.

    This email address will also be shared with CRA. If they are already set up with CRA MyAccount, please provide the email address they used for that account so that there is no issue with their CRA account access.

  • Format: (000) 000-0000.

  • Are you sure this is supposed to be $0. This should only be $0 if you are the only one earning income. Reporting $0 here means that you will be claiming your spouse as a dependant because they have no income to report. This also affects the Family Income calculations for various benefits (e.g. GST Credit, Child Benefits etc.).

    If they are actually working, but you don't know the exact amount of income, please provide an estimate. 

  • It their income is under $22,323 I will need to know the exact amount of income they reported on line 26000 of their tax return. 

    Reporting anything under $22,323 means that you will be claiming your spouse as a dependant because they earned less than the basic personal amount. This also affects the Family Income calculations for various benefits (e.g. GST Credit, Child Benefits etc.).

  • Did you move in the previous year?*
  • Did you move from another province?*
  • Approximate date of your move*
     - -
  • If you lived or worked in another province as of the end of the year, you may be considered resident of the other province. Consider your residential ties (factors to consider are similar for federal tax and provincial purposes)
  • Any children or dependants over the age of 18?*

  • PLEASE FILL OUT A SEPARATE CHECKLIST FOR EACH DEPENDANT OVER THE AGE OF 18, IF YOU WANT ME TO PREPARE A TAX RETURN FOR THEM.

  • Any children or dependants under the age of 18?*
  • Have your dependants change since last year?*

  • Dependant: parent, grandparent, grandchild, brother or sister by blood, marriage or common relationship. 

  • Eligible dependant criteria per CRA website

  • Individual Checklist

  • CRA Correspondence & Foreign Taxes

  • Are you a Canadian citizen?*
  • Provide my info to Elections Canada to maintain the Voters' Registry?*

  • CRA Correspondence & "My Account" Registration

    Important: The CRA has shifted to "Online Mail" as the default. This means you will receive an email alert when new correspondence (like your Notice of Assessment) is ready, rather than a letter in the physical mail.

    • Complimentary Registration: If you select "Yes, I would like to register" below, I will register you for CRA Online Mail notifications using the email address you provided in the contact section of this form.
    • Full Portal Access: Please note that Online Mail is not the same as having full access to CRA My Account. To view your full tax history and benefit status without repeated verification, I highly recommend completing the full registration HERE.
    • Need Data for Registration? If you decide to set up full access and need specific figures from your prior years' returns to verify your identity, just let me know.

    Disclaimer: Once registered for Online Mail, the CRA will no longer send paper copies. Clients are responsible for monitoring their email for CRA notifications; I cannot accept liability for missed notices.

  • How do you want to receive your Notice of Assessment?*

  • Note: If you signed up for online mail in the past (whether intentionally or accidentally), I cannot change it back to the paper copy version through Canada Post. You will have to contact CRA directly to change it if you don't receive a paper notice after I file your return.

  • PLEASE CONTACT MY OFFICE TO DISCUSS YOUR CIRCUMSTANCES.

  • PLEASE PROVIDE DETAILS.
  • Did you own any foreign investment property with an original cost in excess of $100,000 CAD at any time during the year?*

  • Foreign investment property that must be reported (including anything that was sold during the year) consists of the following:

    • Real estate located outside Canada
    • Amounts in foreign bank accounts
    • Cryptocurrencies
    • Foreign intangible property (e.g. patents or copyrights etc)
    • Shares in foreign companies
    • Foreign securities held with a Canadian broker
    • Interests in non-resident trusts
    • Bonds of debentures issued by foreign government or foreign companies
    • Interests or units in offshore mutual funds
    • Other income-earning foreign property 

    (Foreign investment property does not include: personal-use property, that is, any property used only for personal use and enjoyment, such as a vehicle, vacation property, jewelry, artwork, or any other such property; and assets used only in an active business, such as business inventory or the equipment and building used in a business)

    PENALTIES MAY ARISE FROM NOT REPORTING FOREIGN INVESTMENTS PROPERTIES

  • FOREIGN PROPERTY OWNERSHIP IS A COMPLEX MATTER THAT MUST BE PROPERLY REVIEWED. PLEASE BOOK AN APPOINTMENT TO DISCUSS THIS FURTHER.

  • Are you a US citizen or green card holder?*
  • Did you spend over 120 days in the US in the prior calendar year, either consecutively or over multiple visits??*

  • TAX RESIDENCY IS A COMPLEX MATTER THAT MUST BE PROPERLY REVIEWED. PLEASE BOOK AN APPOINTMENT TO DISCUSS THIS FURTHER.

  • New Tax Rules

  • Several new tax rules have been implemented in recent years, which may result in additional filing requirements in certain circumstances. Please provide the following information so I can determine if any extra returns or forms are required for you.

  • Real Estate Dispositions & Changes in Use

  • The CRA has significantly increased reporting requirements for real estate. To ensure you remain compliant and avoid unnecessary taxes, please disclose if any of the following applied to you in the past year:

    • Sold your Primary Residence: Since 2016, you must report the sale of your home on your tax return, even if the gain is 100% tax-free under the Principal Residence Exemption.
    • The "Anti-Flipping" Rule: If you sold a residential property (including your home) that you owned for less than 365 consecutive days, the profit is now legally deemed "Business Income." This means it is 100% taxable, and the Principal Residence Exemption cannot be used unless you meet specific life-event exceptions (e.g., death, divorce, or disability).
    • Change in Use (Rental or Business): If you converted your home into a rental, or moved into a property you previously rented out, the CRA views this as a "Deemed Disposition." You are considered to have sold the property at fair market value, which must be reported.
      • Note: Special "elections" may be available to defer this tax; please let me know immediately if this applies to you.

    ⚠️ WARNING: SIGNIFICANT TAX CONSEQUENCES Failure to report a real estate disposition can result in a late-filing penalty of $100 per month (up to $8,000). More importantly, if the sale is not reported in the year it occurred, the CRA may deny your Principal Residence Exemption entirely, making the profit on your home sale fully taxable.

  • Did you sell your home (or convert it to/from rental or business) during the year?*

  • Provide the following information for the residence you sold:

  • Provide the following information for the residence you converted partially to/from rental:

  • Trust Return Filing Requirement

  • If any of the following situations apply, you may have a bare trust arrangement, requiring you to file a T3 trust return at some point in the future.

  • Are you or your corporation on title of property purely for legal or estate planning purposes, where you are not the beneficial owner?*
  • Do you have a bank or investment account that is held in trust for yourself or someone else with fair market value over $50,000?*
  • Are you on the title of any property for financing or estate planning purposes (i.e. you aren't the beneficial owner and only on title to make it easier later)?*
  • Are you on title of any property for an individual under the age of 18?*

  • If you wish to read more about this Bare Trust Reporting before you answer the questions please go HERE.

  • Updated: November 18, 2025

    CRA has granted an temporary exemption until December 31, 2026 from the trust reporting requirements for bare trusts, unless they specifically ask for it. If it is determined that you need to file something next year, the earliest deadline is March 2027. 

    If you answered YES to any of the above questions, we need to discuss this further to determine if you might have to file a T3 return, when the exemption is lifted later this year.

    If a T3 return is required in the future this will require a separate engagement letter, additional time and therefore additional fees to keep you compliant with CRA.

  • Updated: November 18, 2025

    CRA has granted an temporary exemption until December 31, 2026 from the trust reporting requirements for bare trusts, unless they specifically ask for it. If it is determined that you need to file something next year, the earliest deadline is March 2027.

    If you answer NO to all the above questions, and something above does actually apply to your circumstances, there is a risk of penalties if CRA determines that you should have filed a T3 return in the future. 

  • Income

  • Do you collect a salary, wages and/or commissions from working as an employee (i.e. T4 slip income)?*
  • Select all that apply*
  • Did you receive a T2200 Conditions of Employment form provided by the employer? If you work from home, you should have one of these.*

  • I have an Excel template for employment expenses that I can send to you if you need help organizing your information. Please send me an email if you would like me to share it with you.

  • Do you have self-employment income (non-incorporated) from any of the following sources?

  • Ride sharing (e.g. UBER)?*
  • Meal delivery (e.g. Skip the Dishes)?*
  • Selling goods or services online (e.g. Etsy, Shopify, eBay etc)?*
  • Selling/flipping houses?*
  • Any other self-employed or subcontractor business activities not listed above?*
  • Automobile used for business?*
  • Capital assets purchased for business (computers, equipment, etc.)?*
  • Home office used for business?*
  • Registered for GST/HST? (Provide ledger for GST/HST transactions)*

  • Provide me with all self-employed revenues and expenses. Include payments made/received after December 31 that were for expenses incurred/revenues earned prior to the end of the fiscal year.

    I have an Excel template for self-employment activities that I can send to you if you need help organizing your information. Please send me an email if you would like me to share it with you.

  • Do you collect CPP or other pension/retirement income? Did you withdraw from your RRSP investments?*
  • Select all the slips that apply*
  • Do you have any investments (including stocks, crypto and partnerships), excluding amounts in RRSP and TFSA accounts?*
  • Select all that apply:*
  • If you have investment income to report you are eligible to claim expenses related to earning that income. Select all that apply.
  • Provide transaction details and investments statements where available.
  • Did/do you have any land or buildings that you rented out (either whole or partial) during the year?*

  • Based on your previous answers you appear to have rental property. You are required to report that income, so please change your answer to YES and provide the necessary details.

  • Home sharing through Airbnb or VRBO etc?*
  • Rental properties acquired during the year?*
  • Property converted to rental during the year?*
  • Did you sell a rental property during the year?*

  • Provide all rental revenues and expenses for all properties.

    I have an Excel template for rental activities that I can send to you if you need help organizing your information. Please send me an email if you would like me to share it with you.

  • Do you have any other income (e.g. scholarships, EI, alimony, any other income) to report?*
  • Select all that apply:*

  • Deductions and Tax Credits

  • Did you make any RRSP contributions?*

  • If you made contributions in the first 60 days of 2026 (January or February), please provide the corresponding receipt. These contributions must be reported on your 2025 tax return, not your 2026 return.

  • For more information on repaying the Home Buyers' Plan, click here. For repaying the Lifelong Learning Plan, click here.
  • Did you open an First Home Savings Account (FHSA) during the year?*

  • For more information on First Home Savings Accounts click here.

  • More information about eligibility for the Northern Residents Deduction is available here.
  • Which type of support was it?*

  • Please provide a copy of the agreement or court order if you have not previously provided it to me.

  • Do you have child care expenses (i.e. daycare/dayhome/daycamp fees)?*

  • Please provide the receipts from the Child Care Provider. Only amounts supported by receipts will be included on your return.

    Receipts must include all of the following information:

    • Your name 
    • The name(s) of the child(dren) being cared for
    • The amount paid for those services
    • The period you received those services (from and to dates)
    • The service provider's contact information
      • name
      • address
      • Social Insurance Number, if it is an individual or non-incorporated business
    • Receipt must also be signed and dated
  • Do you have adoption expenses to deduct?

  • You can claim an amount for eligible adoption expenses related to the adoption of a child who is under 18 years of age at the time that the adoption order is issued or recognized by a government in Canada.

    The maximum claim for each child is $19,580.

    You can claim all of the eligible adoption expenses that you incurred, but you have to claim them in the tax year that includes the end of the adoption period for the child.

    You can read more information on what you can claim HERE.

  • Loss on investment in shares or loans to small business corporation
  • Did you incur expenses to move at least 40km closer to a new job/position or school?

  • Provide supporting documents for your moving expenses. Expenses reimbursed by employer are not eligible.

     

    I have an Excel template for moving expenses that I can send to you if you need help organizing your information. Please send me an email if you would like me to share it with you.

  • Are you a teacher or early childhood educator employed at an elementary or secondary school?

  • You might be eligible for a non-refundable tax credit for eligible supplies purchased, up to $1,000.

    You can read more information on what you can claim HERE.

  • Do you have medical expenses for yourself and/or dependants?*

  • Expenses reimbursed under any health plan are not eligible for the Medical Tax Credit, however, the portion not covered the plan is eligible.

    Premiums paid for the health plans are eligible as well.

    The list of eligible expenses can be found on the CRA Website. 

  • Please provide all receipts for your medical expenses, including any statements from your health plan indicating which expenses were covered.

    To simplify the process, I recommend requesting annual tax receipts or statements from your pharmacy, dentist, chiropractor, etc., rather than submitting numerous individual receipts for each prescription or visit.

  • Are you claiming medical expenses for anyone over 18?

  • I will need some additional information for any dependants that aren't already listed above or included on your return.

  • Are you the caregiver for a physically or mentally impaired parent, grandparent, brother, sister, uncle, aunt, niece, nephew, child, or grandchild?

  • You might be able to claim the caregiver amount. You can read more about the eligibility criteria HERE.

  • Was this person already listed as a dependant on your return last year?*

  • Please provide the following information regarding the family member you are caring for.

  • Birthdate*
     - -
  • Did they have any income in 2025?*

  • If they also have a T2201 Disability Tax Certificate, please provide the letter from CRA indicating they are eligible as it affects how your return is prepared.

  • Did you incur renovation expenses for the home where a disabled individual or an individual who is over 65 year old lives?

  • You might be eligible to claim one of the following tax credits:

    Multigenerational home renovation tax credit (MHRTC)

    Home accessibility expenses

    Please gather all the related receipts and supporting documents. I will need to have a discussion with you about your situation before I can determine if you are in fact eligible to claim the expenses.

  • Did you renovate your home during the year? (Sask only)

  • Under this non-refundable tax credit, Saskatchewan homeowners may save up to $2,100 in provincial income tax by claiming a 10.5 per cent tax credit on up to $20,000 of eligible home renovation expenses. Eligible expenses include the cost of labour and professional services, building materials, fixtures, equipment rentals, and permits.

    Please visit this website for more details.

    https://www.saskatchewan.ca/residents/taxes-and-investments/tax-credits/home-renovation-tax-credit

    If you qualify based on the criteria listed on the website, please provide all the required documentation.

  • You must provide the actual tuition slip (T2202A) from the education provider. If you haven't received it yet, you likely need to login to the student portal to retrieve it.

  • You can only claim tuition transferred from child/dependant once that person's tax return has been prepared and indicates there is tuition that is eligible to be transferred to you. If I am not preparing their tax return, please provide a copy of the Schedule 11 (both Federal and Provincial versions) and make sure they sign the second page of the T2202A slip indicating you are allowed to claim the tuition they aren't able to use.

  • Charitable donations*

  • Please provide all official tax receipts received from charities and/or political parties.

    They must be the actual official tax receipt from the organization. Email confirmations/proof of payment are not acceptable and cannot be used for tax purposes. 

  • $10,000 non-refundable tax credit for the first-time home buyers (or no house purchased (or owned) in the last four preceding years)

  • Date house purchased*
     - -
  • Is the credit being split with spouse or co-owner?*
  • Up to half of eligible tuition and fees associated with work-related training may be eligible for reimbursement for individuals aged 25 to 64. Provide details on tuition and other fees related to training. Amounts refunded due to the CTC are not eligible for the tuition tax credit.

  • Couples Checklist

  • CRA Correspondence & Foreign Taxes

  • Are you Canadian citizens?*
  • Provide my/our info to Elections Canada to maintain the Voters' Registry?*

  • CRA Correspondence & "My Account" Registration

    Important: The CRA has shifted to "Online Mail" as the default. This means you will receive an email alert when new correspondence (like your Notice of Assessment) is ready, rather than a letter in the physical mail.

    • Complimentary Registration: If you select "Yes, I would like to register" below, I will register you for CRA Online Mail notifications using the email address you provided in the contact section of this form.
    • Full Portal Access: Please note that Online Mail is not the same as having full access to CRA My Account. To view your full tax history and benefit status without repeated verification, I highly recommend completing the full registration HERE.
    • Need Data for Registration? If you decide to set up full access and need specific figures from your prior years' returns to verify your identity, just let me know.


    Disclaimer: Once registered for Online Mail, the CRA will no longer send paper copies. Clients are responsible for monitoring their email for CRA notifications; I cannot accept liability for missed notic

  • How do you want to receive your Notice of Assessment?*
  • How does your spouse want to receive their Notice of Assessment?*

  • Note: If you signed up for online mail in the past (whether intentionally or accidentally), I cannot change it back to the paper copy version through Canada Post. You will have to contact CRA directly to change it if you don't receive a paper notice after I file your return.

  • Required to file foreign tax returns?
  • PLEASE CONTACT OUR OFFICE TO DISCUSS YOUR CIRCUMSTANCES.
  • Paid any foreign taxes?
  • PLEASE PROVIDE DETAILS.
  • Did you own any foreign investment property with an original cost in excess of $100,000 CAD at any time during the year?*

  • Foreign investment property that must be reported (including anything that was sold during the year) consists of the following:

    • Real estate located outside Canada
    • Amounts in foreign bank accounts
    • Cryptocurrencies
    • Foreign intangible property (e.g. patents or copyrights etc)
    • Shares in foreign companies
    • Foreign securities held with a Canadian broker
    • Interests in non-resident trusts
    • Bonds of debentures issued by foreign government or foreign companies
    • Interests or units in offshore mutual funds
    • Other income-earning foreign property 

    (Foreign investment property does not include: personal-use property, that is, any property used mainly for personal use and enjoyment, such as a vehicle, vacation property, jewelry, artwork, or any other such property; and assets used only in an active business, such as business inventory or the equipment and building used in a business)

    PENALTIES MAY ARISE FROM NOT REPORTING FOREIGN INVESTMENTS PROPERTIES

  • FOREIGN PROPERTY OWNERSHIP IS A COMPLEX MATTER THAT MUST BE PROPERLY REVIEWED. PLEASE BOOK AN APPOINTMENT TO DISCUSS THIS FURTHER.

  • Are you (or your spouse) a US citizen or green card holder?*
  • Did you (or your spouse) spend over 120 days in the US in the prior calendar year, either consecutively or over multiple visits?*

  • TAX RESIDENCY IS A COMPLEX MATTER THAT MUST BE PROPERLY REVIEWED. PLEASE BOOK AN APPOINTMENT TO DISCUSS THIS FURTHER.

  • New Tax Rules

  • Several new tax rules have been implemented in recent years, which may result in additional filing requirements in certain circumstances. Please provide the following information so I can determine if any extra returns or forms are required for you.

  • Real Estate Dispositions & Changes in Use

  • The CRA has significantly increased reporting requirements for real estate. To ensure you remain compliant and avoid unnecessary taxes, please disclose if any of the following applied to you in the past year:

    • Sold your Primary Residence: Since 2016, you must report the sale of your home on your tax return, even if the gain is 100% tax-free under the Principal Residence Exemption.
    • The "Anti-Flipping" Rule: If you sold a residential property (including your home) that you owned for less than 365 consecutive days, the profit is now legally deemed "Business Income." This means it is 100% taxable, and the Principal Residence Exemption cannot be used unless you meet specific life-event exceptions (e.g., death, divorce, or disability).
    • Change in Use (Rental or Business): If you converted your home into a rental, or moved into a property you previously rented out, the CRA views this as a "Deemed Disposition." You are considered to have sold the property at fair market value, which must be reported.
      • Note: Special "elections" may be available to defer this tax; please let me know immediately if this applies to you.

    ⚠️ WARNING: SIGNIFICANT TAX CONSEQUENCES Failure to report a real estate disposition can result in a late-filing penalty of $100 per month (up to $8,000). More importantly, if the sale is not reported in the year it occurred, the CRA may deny your Principal Residence Exemption entirely, making the profit on your home sale fully taxable.

  • Did you or your spouse sell your home (or convert it to/from rental or business) during the year?*

  • Provide the following information for the residence you sold:

  • Provide the following information for the residence you converted partially to/from rental:

  • Trust Return Filing Requirement

  • If any of the following situations apply, you may have a bare trust arrangement, requiring you to file a T3 trust return, which is due by March 31:

  • Are you, your spouse or your corporation on title of property purely for legal or estate planning purposes, where you/they are not the beneficial owner?
  • Do you and/or your spouse have a bank or investment account that is held in trust for yourself or someone else with fair market value over $50,000?
  • Are you and/or your spouse on the title of any property for financing or estate planning purposes (i.e. you aren't the beneficial owner and only on title to make it easier later)?
  • Are you and/or your spouse on title of any property for an individual under the age of 18?

  • If you wish to read more about this Bare Trust Reporting before you answer the questions please go HERE.

  • Updated: November 18, 2025

    CRA has granted an temporary exemption until December 31, 2026 from the trust reporting requirements for bare trusts, unless they specifically ask for it. If it is determined that you need to file something next year, the earliest deadline is March 2027. 

    If you answered YES to any of the above questions, we need to discuss this further to determine if you might have to file a T3 return, when the exemption is lifted later this year.

    If a T3 return is required in the future this will require a separate engagement letter, additional time and therefore additional fees to keep you compliant with CRA.

  • Updated: November 18, 2025

    CRA has granted an temporary exemption until December 31, 2026 from the trust reporting requirements for bare trusts, unless they specifically ask for it. If it is determined that you need to file something next year, the earliest deadline is March 2027.

    If you answer NO to all the above questions, and something above does actually apply to your circumstances, there is a risk of penalties if CRA determines that you should have filed a T3 return in the future. 

  • Income

  • Do you and/or your spouse collect a salary, wages and/or commissions from working as an employee (i.e. T4 slip income)?*
  • Select all that apply
  • Did you receive a T2200 Declaration of Conditions of Employment form provided by the employer? If either of you work from home, you should have one of these.*

  • I have an Excel template for employment expenses that I can send to you if you need help organizing your information. Please send me an email if you would like me to share it with you.

  • Do you and/or your spouse have self-employment income (non-incorporated) from any of the following sources?

  • Ride sharing (e.g. UBER)?*
  • Meal delivery (e.g. Skip the Dishes)?*
  • Selling goods or services online (e.g. Etsy, Shopify, eBay etc)?*
  • Selling/flipping houses?*
  • Any other self-employed or subcontractor business activities not listed above?*
  • Automobile used for business?*
  • Capital assets purchased for business (computers, equipment, etc.)?*
  • Home office used for business?*
  • Registered for GST/HST? (Provide ledger for GST/HST transactions)*

  • Provide me with all self-employed professional revenues and expenses. Include payments made/received after December 31 that were for expenses incurred/revenues earned prior to the end of the fiscal year.

     

    I have an Excel template for self-employment activities that I can send to you if you need help organizing your information. Please send me an email if you would like me to share it with you.

  • Do you and/or your spouse collect CPP or other pension/retirement income? Did you/they withdraw from RRSPs?*
  • Select all the slips that apply:
  • Do you have any investments (including stocks, crypto and partnerships), excluding amounts in RRSP and TFSA accounts?*
  • Select all that apply:*
  • If you have investment income to report you are eligible to claim expenses related to earning that income. Select all that apply.
  • Provide transaction details and investment statements where available.
  • Did/do you and/or your spouse have any land or buildings that you/they rented out (either whole or partial) during the year?*

  • Based on your previous answers you appear to have rental property. You are required to report that income, so please change your answer to YES and provide the necessary details.

  • Home sharing through Airbnb or VRBO etc?
  • Rental properties acquired during the year?
  • Property converted to rental during the year?
  • Did you sell a rental property during the year?

  • Provide all rental revenues and expenses for all properties.

    I have an Excel template for rental activities that I can send to you if you need help organizing your information. Please send me an email if you would like me to share it with you.

  • Do either of you have any other income (e.g. scholarships, EI, alimony, any other income) to report?*
  • Select all that apply:

  • Deductions and Tax Credits

  • Did either of you make any RRSP contributions?*

  • If you made contributions in the first 60 days of 2026 (January or February), please provide the corresponding receipt. These contributions must be reported on your 2025 tax return, not your 2026 return.

  • Do you and/or your spouse have any Home Buyers' Plan or Lifelong Learning Plan repayment requirements?*
  • For more information on repaying the Home Buyers' Plan, click here. For repaying the Lifelong Learning Plan, click here.
  • Did you and/or your spouse open an First Home Savings Account (FHSA)?*

  • For more information on First Home Savings Accounts click here.

  • Reside in a prescribed area eligible for the Northern Residents Deduction?
  • More information about eligibility for the Northern Residents Deduction is available here.
  • Union and professional dues
  • Disability support payments
  • Did either of you pay spousal or child support pursuant to a court order or written agreement, related to a previous relationship?
  • Which type of support was it?

  • Please provide a copy of the agreement or court order if you have not previously provided it to me.

  • Do you have child care expenses (i.e. daycare/dayhome/daycamp fees)?

  • Please provide the receipts from the Child Care Provider. Only amounts supported by receipts will be included on your return.

    Receipts must include all of the following information:

    • Your name 
    • The name(s) of the child(dren) being cared for
    • The amount paid for those services
    • The period you received those services (from and to dates)
    • The service provider's contact information
      • name
      • address
      • Social Insurance Number, if it is an individual or non-incorporated business
    • Receipt must also be signed and dated
  • Do you have adoption expenses to deduct?

  • You can claim an amount for eligible adoption expenses related to the adoption of a child who is under 18 years of age at the time that the adoption order is issued or recognized by a government in Canada.

    The maximum claim for each child is $19,580.

    You can claim all of the eligible adoption expenses that you incurred, but you have to claim them in the tax year that includes the end of the adoption period for the child.

    You can read more information on what you can claim HERE.

  • Business investment loss
  • Loss on investment in shares or loans to small business corporation
  • Did either of you incur expenses to move at least 40km closer to a new job/position or school?

  • Provide supporting documents for your moving expenses. Expenses reimbursed by employer are not eligible.

    I have an Excel template for moving expenses that I can send to you if you need help organizing your information. Please send me an email if you would like me to share it with you.

  • Are either of you a teacher or early childhood educator employed at an elementary or secondary school?

  • You might be eligible for a non-refundable tax credit for eligible supplies purchased, up to $1,000.

    You can read more information on what you can claim HERE.

  • Do you have medical expenses for your yourself, spouse and/or dependants?

  • Expenses reimbursed under any health plan are not eligible for the Medical Tax Credit, however, the portion not covered by the plan is eligible.

    Premiums paid for the health plans are eligible as well.

    The list of eligible expenses can be found on the CRA Website. 

  • Please provide all receipts for your medical expenses, including any statements from your health plan indicating which expenses were covered.

    To simplify the process, I recommend requesting annual tax receipts or statements from your pharmacy, dentist, chiropractor, etc., rather than submitting numerous individual receipts for each prescription or visit.

  • Are you claiming medical expenses for anyone over 18?

  • I will need some additional information for any dependants that aren't already listed above or included on your return. 

  • You or your dependent are eligible for the Disability Tax Credit - Provide form T2201
  • Are you the caregiver for a physically or mentally impaired parent, grandparent, brother, sister, uncle, aunt, niece, nephew, child, or grandchild?

  • You might be able to claim the caregiver amount. You can read more about the eligibility criteria HERE.

  • Was this person already listed as a dependant on your return last year?

  • Please provide the following information regarding the family member you are caring for.

  • Birthdate*
     - -
  • Did they have any income in 2025?*

  • If they also have a T2201 Disability Tax Certificate, please provide the letter from CRA indicating they are eligible as it affects how your return is prepared.

  • Did you incur renovation expenses for the home where a disabled individual or an individual who is over 65 year old lives?

  • You might be eligible to claim one of the following tax credits:

    Multigenerational home renovation tax credit (MHRTC)

    Home accessibility expenses

    Please gather all the related receipts and supporting documents. I will need to have a discussion with you about your situation before I can determine if you are in fact eligible to claim the expenses.

  • Did you or your spouse renovate your principal residense during the year? (Sask only)*

  • Under this non-refundable tax credit, Saskatchewan homeowners may save up to $2,100 in provincial income tax by claiming a 10.5 per cent tax credit on up to $20,000 of eligible home renovation expenses. Eligible expenses include the cost of labour and professional services, building materials, fixtures, equipment rentals, and permits.

    Please visit this website for more details.

    https://www.saskatchewan.ca/residents/taxes-and-investments/tax-credits/home-renovation-tax-credit

    If you qualify based on the criteria listed on the website, please provide all the required documentation.

  • Attended post-secondary education during the year?

  • You must provide the actual tuition slip (T2202A) from the education provider. If you haven't received it yet, you likely need to login to the student portal to retrieve it.

  • You can only claim tuition transferred from child/dependant once that person's tax return has been prepared and indicates there is tuition that is eligible to be transferred to you. If I am not preparing their tax return, please provide a copy of the Schedule 11 (both Federal and Provincial versions) and make sure they sign the second page of the T2202A slip indicating you are allowed to claim the tuition they aren't able to use.

  • Student loan interest paid during the year
  • Interest paid to Canada Apprentice Loan for Registered Red Seal apprentices
  • Charitable donations?*

  • Please provide all official tax receipts received from charities and/or political parties.

    They must be the actual official tax receipt from the organization. Email confirmations/proof of payment are not acceptable and cannot be used for tax purposes.

  • Fitness activity - Manitoba only
  • Arts activity - Manitoba only
  • Provincial education credit - MB, NS, PEI and NF only
  • Did either of you purchase a home as a first time home buyer?

  • $10,000 non-refundable tax credit for the first-time home buyers (or no house purchased (or owned) in the last four preceding years)

  • Date house purchased*
     - -
  • Is the credit being shared with spouse or co-owner?*
  • Canada Training Credit (CTC)
  • Up to half of eligible tuition and fees associated with work-related training may be eligible for reimbursement for individuals aged 25 to 64. Provide details on tuition and other fees related to training. Amounts refunded due to the CTC are not eligible for the tuition tax credit.
  • Stock options deduction
  • Legal expenses incurred

  • Final Review & Next Steps

  • How you would prefer to receive a copy of your tax return?*

  • If I am also preparing your spouse's return, both returns will be provided the same way.

  • Every tax situation is unique. While this form covers the most common scenarios, it may not capture every detail of your financial year. I encourage you to share any additional information or concerns that might you think impact your filing.

    How to Reach Me: If you have questions while gathering your documents, or if you would like to schedule a more detailed consultation, please feel free to reach out:

    Email: mel@melaniegesy.ca 

    Phone or text: 780-995-5236

    Book an Appointment: HERE

    Submitting Your Documents: Once you click Submit, you can provide your supporting documents via:

    • Secure File Sharing: A link will be provided on the confirmation page.
    • TaxFolder.com: Access will be granted to you within a few days.
    • Physical Delivery: Mail or office drop-off is always an option.

    Important: Document Submission & Accuracy

    To ensure your return is filed accurately and on time, please provide all receipts and slips, even if you believe I can access them through the CRA.

    • Why this matters: Recent years have shown that CRA’s "Auto-Fill" data is not always complete or updated in real-time. To protect you from future reassessments or penalties, I must verify your return against your original documents.
    • Processing Order: Returns are processed in the order they are received, as long as everything is complete. If documents are missing or provided in pieces, your file will be put on hold and moved to the "pending" queue until everything is received. This will result in a delay in filing your return.

    I prepare returns based on the information you provide. I cannot accept responsibility for errors or omissions resulting from missing documentation or a reliance on CRA data that proves to be inaccurate.

    I look forward to working with you this season and ensuring your return is filed accurately and on time.

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