Personal Tax Organizer

Name *

First Name

Last Name

Address *

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Phone *

(###)

###

####

Date of Birth *

MM

DD

YYYY

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

Yes

No

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

Yes

No

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

Yes

No

Are you a Canadian Citizen? *

Yes

No

Do you authorize CRA to provide information to Elections Canada?

Yes

No

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? *

Yes

No

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

Yes

No

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

Yes

No

T4 - Employment Income?

Yes

No

T4A - Other Income?

Yes

No

T4E - Employment Insurance?

Yes

No

T776 - Rental Income?

(If yes, please complete the attached Property Rental Schedule)

Yes

No

T2125 - Self-Employment/Business Income?

(If yes, please complete the attached Self-Employment/Business Schedule)

Yes

No

RRSP Contributions?

Yes

No

Union or Professional Dues?

Yes

No

Child Care Expenses?

(Caregivers, baby sitters, day care, day camps, and boarding schools)

Yes

No

Moving Expenses?

(Eligible if moved for work or school)

Yes

No

Employment Expenses?

(Only eligible if T2200 completed by employer)

Yes

No

Working from Home Deduction?

(Only eligible if worked from home in 2020 due to the COVID-19 pandemic)

Yes

No

T3 - Income from Trust Allocations?

Yes

No

T5 - Investment Income?

(Including dividends)

Yes

No

T4PS - Income from Profit Sharing Plans?

Yes

No

T5013 - Partnership Income?

Yes

No

T5008 - Income from Securities/Share Transactions?

(Note: 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)

Yes

No

T4A - Pension, Retirement & Annuity Income?

Yes

No

T4AP - Canada Pension Plan Benefits?

Yes

No

T4A(OAS) - Old Age Security Pension?

Yes

No

T4RSP - Registered Retirement Savings Plan Withdrawals?

Yes

No

T4RIF - Registered Retirement Income Fund Withdrawals?

Yes

No

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)

Yes

No

T2202 - Tuition, Education and Textbook Amount?

(If eligible for transfer from spouse or common-law partner or dependant, will need T2202A completed)

Yes

No

Student Loan Interest?

(Please provide the appropriate statement/slip/receipt)

Yes

No

Medical Expenses?

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

Yes

No

Charitable Donations?

(If making a charitable donation for the first-time, you will be eligible for the First-time Donor's Super Credit)

Yes, donations made

No, donations made

Yes, First-Time Donor

No, not First-Time Donor

Political Contributions?

Yes

No

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.)

Yes

No

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)

Yes

No

Home accessibility expenses?

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

Yes

No

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)

Yes

No

Would you like us to represent you with CRA?

Yes

No

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, account numbers).

Yes

No

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)

Yes

No