Personal Tax Organizer

Address* (required)

Required to file your return with CRA. Stored securely and never shared.

Did you dispose of property (or properties) in the tax year for which you are claiming a Principal Residence Exemption?

Did you dispose of a housing unit (including a rental property, or rights to purchase a property) in the tax year?

If yes, please provide the legal documents — Purchaser's Statement of Adjustments (from when you purchased the property) and the Seller's Statement of Adjustments (from when you sold the property).

Did you immigrate to Canada or emigrate from Canada during the year?* (required)

Are you a Canadian citizen?* (required)

Do you authorize CRA to provide information to Elections Canada?

Did you own or hold foreign investment property with a total cost of more than $100,000 CDN at any time during the taxation year?* (required)

Did you own an interest in a foreign affiliate at any time during the taxation year?* (required)

Did you open a FHSA at any time during the taxation year?* (required)

Name; Relationship; Date of Birth; SIN; Physical or mental impairment?; Income

T4 — Employment income?

T4A — Other income?

T4E — Employment insurance?

T776 — Rental income?

If yes, please complete the Real Estate Rental Schedule.

T2125 — Self-employment/business income?

If yes, please complete the Self-Employment/Business Schedule.

Tips, cash bonuses, spousal support received.

RRSP contributions?

Please provide details below.

Union or professional dues?

Child care expenses?

Caregivers, baby sitters, day care, day camps, and boarding schools.

Moving expenses?

Eligible if moved for work or school.

Employment expenses?

Only eligible if a T2200 is completed by your employer.

Working from home deduction?

Requires a signed T2200 from your employer for the year claimed.

Support payments made, carrying charges.

T3 — Income from trust allocations?

T5 — Investment income?

Including dividends.

T4PS — Income from profit sharing plans?

T5013 — Partnership income?

T5008 — Income from securities/share transactions?

To mitigate capital gains tax, supporting documents for purchase costs will be required. Summaries should be available from your trading account or your investment broker.

Interest on loans paid to earn income? Management/brokerage fees on investment accounts? Accounting and legal fees? Please detail below.

T4A — Pension, retirement & annuity income?

T4A(P) — Canada Pension Plan benefits?

T4A(OAS) — Old Age Security pension?

T4RSP — Registered Retirement Savings Plan withdrawals?

T4RIF — Registered Retirement Income Fund withdrawals?

Do you elect to split eligible pension income with your spouse or common-law partner?

If yes, we will determine the optimal split to mitigate your combined tax.

T2202 — Tuition, education and textbook amount?

If eligible for transfer from spouse or common-law partner or dependant, we will need the T2202 completed.

Student loan interest?

Please provide the appropriate statement/slip/receipt.

Medical expenses?

Please provide a summary and receipts of all medical expenses paid in the taxation year for yourself, spouse or common-law partner, and dependants.

Charitable donations?

Political contributions?

Digital news subscription tax credit?

To qualify for the credit, a digital news subscription must entitle an individual to access content in digital form that is primarily original written news.

Purchase a home?

If you purchased your first home during the taxation year, you could be eligible for the First-Time Home Buyer's Tax Credit.

Home accessibility expenses?

If you made eligible improvements to your home for accessibility purposes, you could be eligible for this tax credit.

New to our firm? Are your prior year tax returns available?

If available, please provide your prior year tax returns with your personal tax documents.

Would you like us to represent you with CRA?

Would you like your tax refund deposited directly into your bank account?

If yes, please provide a void cheque complete with your banking information — transit, institution and account numbers.

Have you created your "My Account" on the CRA website?

Highly recommended — allows you to track your refund, view or change information, check your benefit and credit payments, view your RRSP limit, set up direct deposit, receive online mail, authorize a representative and more.

By providing CRA with your email address, they will alert you when you have correspondence in your My Account inbox.