Information Checklist – Personal Income Tax Returns

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SUMMARY OF SERVICE

We will prepare (without audit) your annual T1 Income Tax Return from information provided by you. I am registered with Canada Revenue Agency (CRA) as an EFILE PREPARER with certain responsibilities. I am not an agent for CRA, but I can Efile your tax return electronically using Efile Online, or paper-file your tax return. You will receive a summary and “Client Copy” of your final tax return filed.

INFORMATION WE REQUIRE

  • If married, both returns should be prepared at the same time
  • Verification of your birthdates
  • Children’s names and birthdates
  • Employment income slips (T4, T4A, T4E, T4PS, etc)
  • Pension and Other Benefit slips (T4RIF, T4A(P), T4A(OAS), T4RSP, etc)
  • Investment slips (T3, T5, T101, T5013, etc)
  • Security transactions (Brokers’ statements, shares sold in year, ACB of shares, etc)
  • Details of Rental properties and operations
  • Self Emlployment information (income, expenses, capital asset additions)
  • For unincorporated proprietorships or partnerships, any Financial Statements that may have been prepared
  • Automobile Expenses (if self-employed, business/total KM, vehicle expenses)
  • Copy of leased automobile documents, car purchases
  • Details of Home Office (size of office, size of home, expenses)
  • Deduction slips (RRSP, Dues, Interest paid on investments, Medical, Donations, etc)
  • Details of Home Buyers Plan
  • Income tax instalments made for the taxation year
  • Your phone and optional fax number where we can contact you – if we need more information
  • Take care.
    HART
    1-800-HART

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