T1 Personal Tax Return Checklist

Personal & Family Info

First Name*

Last Name*

SIN #*

Birthday*

Address*

How would you like to send us your information?*

Expected date of file send out

Main phone #*

Email*

Secondary phone #

Secondary Email #

Marital status*

Should we prepare a return for your spouse and/or dependents?*

Yes No

Residence Information and Foreign Reporting

Are you a Canadian citizen? required.*

Yes No

Province or territory of residence as on Dec 31*

If other

Sale of principal residence in 2020?

Yes No

During the year, did you immigrate to or emigrate from Canada?*

Do you own foreign assets with a cost greater than $100,000?*

Yes No

Deductions & Credits

Income, Deductions and Tax Credits

Income

Personal

T4 - Employment Income Income note included on T4 (directors fees, scholarships, bursaries, fellowships, tips etc) T4A (OAS) - Old Age Security T4A (P) - CPP Benefits T4A - Employment Insurance Benefits T5007 - Social Assistance / WCB T4 RSP - RRSP Income T4 RIF - RRIF Income Foreign Pensions (list country in notes below)

Investments

T3 - Estate / Trust / Mutual funds income T3 / T5 - Interest and dividend income Annual Statement(s) from Mutual fund(s) T600 - Canada Savings Bonds T5008 - Statement of Security Transactions T5013 - Limited Partnership Income Capital Gains/Losses (including Principal Residence) Trading Summary from broker(s) Foreign income (list country in notes below)

Business

Self-employment Rental income

Other

Alimony Child support received T4A Scholarships / Bursaries Sale of property Stock options

Deductions

Employment

RRSP contributions (Official receipts) Employment insurance benefits repayments Employment expenses

Investment

Investment management fees Interest and carrying charges Allowable business investment loss Union, Professional dues Deductible legal fees Moving expenses

Others

Alimony paid Personal tax installments made Child care expenses

Tax Credits

Tax Credit

Adoption expenses (provide a summary of expenses) Charitable donations (official receipts) Medical receipts - include insurance reimbursement statements T2201 Disability tax credit certificate - for you and/or dependant Canada caregiver tax credit - If you care for dependant(s) with mental or physical impairment, please provide their personal information Interest paid on student loans Political contributions (official receipts) BC Education Coaching Tax Credit - for teachers, principals, and teaching assistants T2202(A) - Tuition Fees/Education Credit - if eligible, please have the student sign the transfer section of the slip

Upload supporting documents

Max number of files : 20

Max File Upload size of each file : 5 MB

Notes related to Income, Deductions and Tax Credit

Have you and/or your family filled out a T1013 in the past?*

Yes No Unsure

By submitting a T1013, Provision will be granted online access to that particular individual's CRA account for the purpose of acquiring T-slips and information necessary for preparing personal tax returns.