T1 Personal Tax Questionere

Personal Tax Questionere
Tax Payer Name *
Tax Payer Social Insurance Number (SIN) *
Date of Birth *
mm/dd/yyyy
Phone Number
Spouse Name
Spouse Social Insurance Number (SIN)
Spouse Date of Birth
mm/dd/yyyy
Phone Number
Address
Email:
Marital Status *
If married or common law, should your return be filed jointly with your spouse's return

Yes No
If marital status changed during the year, provide date of change
mm/dd.yyyy
Province or territory of residence on December 31
Did the taxpayer immigrate to Canada or emigrate from Canada during the year?

Yes No
If yes, provide date of entry into Canada
mm/dd/yyyy
OR date of departure
mm/dd/yyyy
Is the tax payer a Canadian citizen

Yes No
If yes, the taxpayer authorizes the CRA to provide his/her name, address and date of birth to Election Canada to update his/her information on the National Register of Electors

Yes No
Did the taxpayer own or hold foreign property with a total cost of more than CAD$ 100,000 at any time during the year? if yes please provide list

Yes No
Date the taxpayer declared bankruptcy during the year
mm/dd/yyyy
Date the taxpayer refinance a business with new or revised debt
mm/dd/yyyy
Date the taxpayer closed a bank account or investment account
mm/dd/yyyy
Dependants

If more dependants, please send separate sheet with below information
Name of Child 1
Name of Child 2
Name of Child 3
Relationship Child 1
Relationship Child 2
Relationship Child 3
Date of Birth Child 1
mm/dd/yyyy
Date of Birth Child 2
mm/dd/yyyy
Date of Birth Child 3
mm/dd/yyyy
Social Insurance Number Child 1
Social Insurance Number Child 2
Social Insurance Number Child 3
Disability Amount Child 1
Disability Amount Child 2
Disability Amount Child 3
Income Child 1
Income Child 2
Income Child 3
Child Care Expense Child 1
Child Care Expense Child 2
Child Care Expense Child 3
General Income/Deductions
T4 Slips - Employment income (if yes, please e-mail T4 slips)

Yes No
T4A - Commission and self - employment (if yes, please e-mail T4A Slips)

Yes No
T4 E - Employment Insurance (if yes, please e-mail T4E slip)

Yes No
T5007- Social assistance (if yes, please e-mail T5007 slip)

Yes No
Employment income or taxable benefits not shown on the T4 Slip
Amount paid for union and professional dues and organization names if not shown on T4 slips
Child Care Expenses
Please keep receipt for record
Moving Expenses
Keep receipts for record
Support payment made or received
List of employment expenses below with amount (only when you have signed copy of T2200) - Please email expense details
Please keep receipts for record and submit when ask by CRA
Pension Income.
T4 A - Pension, retiremetn and annuity income

Yes No
T4 P- Canada Pension Plan Benefits

Yes No
T4 (RCA) Retirement compensation arrangements

Yes No
T4RSP - Registered retirement savings plan income

Yes No
T4RIF - Registered retirement income fund income

Yes No
Does the taxpayer elect to split eligible pension income with his/her spouse or common-law partner

Yes No
9. Investment Income/Deductions
T3 - Income from trust allocations

Yes No
T5 - Investment income

Yes No
T4PS - Income from Profit sharing plans

Yes No
T5008 - Income from securities transactions

Yes No
Did the taxpayer dispose of property during the year?

If so, provide the following details
Is the Property,Principle residence

Yes No
Description of the Property sold
Date Acquired
mm/dd/yyyy
Date Sold
mm/dd/yyyy
Sale Proceed
Cost of Acquisation
Expense of Disposal
Interest paid to earn investment income
Accounting/Legal fees
10. Self Employment/Business Income
Financial statement(s) schedule of revenue and expenses attached

Yes No
Has the taxpayer registered to be eligible for Employment Insurance special benefits

Yes No
If an owner/manager, did the taxpayer have a shareholder loan outstanding during the year

Yes No
If yes, provide details of borrowings and repayments
If the taxpayer used a vehicle for business, are the vehicle expense and both total and business mileage attached

Yes No
If yes, Please provide detail below
Vehicle expense for the year
Business Mileage for the year
Total Mileage for the year
If the taxpayer used a portion of his/her home for business are the home expenses and both total business square footage attach

Yes No
Total Home Expense
Please keep receipt
Total home square footage
Business square footage
Is list of all new additions attached

Yes No
11. Rental Income
Is the taxpayer owned rental property, is a statement of rental income attached

Yes No
1. Rental Property Address
2. Rental Property Address
For additional rental property, provide list seperatly
Total Rental Income
Please keep receipts for record
Total Rental Expenses
Please keep receipts for record
12. RRSP Contributions
T-Slip for contributions made attached

Yes No
Contribution limit
Contribution (Mar - Dec) Tax Year
Contribution (Jan - Feb) Following year
Institution Name
13. Other Credits
T 2202- Tuition/education Amount for tax payer

Yes No
T 2202- Tuition/education amount claimed on transfer from dependent?

Yes No
Receipt/amount for taxpayer's student loan interest?

Yes No
Receipt/listing of all medical expenses paid in the year for taxpayer, spouse and dependents?

Yes No
Receipts for charitable dontations or donations made by way of gifting in item in kind

Yes No
Were any loans associated with the charitable donations

Yes No
Receipts for political contributions

Yes No
Statement for new home to claim the home buyer's amount?

Yes No
Amount of property taxes/rent paid in the year?

Yes No
14. Prior year tax return information/correspondence
Is a copy of the Notice of Assessment for last year's tax return attached

Yes No
if taxpayer claimed a loss carryback in any of the preceding 3 years, are the Notices of Reassessment for those years attached

Yes No
Is the copy of any other correspondence from Canada Revenue Agency attached?

Yes No
If you would like your tax refund deposited directly into your account, is a void cheque attached?

Yes No
Is your statement of instalments paid for the year attached?

Yes No
Should be Empty:

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Personal Tax Questionere

9. Investment Income/Deductions

Did the taxpayer dispose of property during the year?

10. Self Employment/Business Income

11. Rental Income

12. RRSP Contributions

13. Other Credits

14. Prior year tax return information/correspondence