Contact Information

First Name: Mailing address: Home Phone: Email address: Work Phone:

Personal Income Tax Return Information Checklist

Last Name:

Cell:

Marital Status
Status: Married Spouses Name: Birthdate: SIN: Divorced common-law single widowed

If I am not doing your spouses tax return, please write their net income from line 236 of his/her tax return: Spouses Net Income: Are you a Canadian Citizen? Yes No

Do you want to register for Elections Canada National Registry? Do you want to apply for GST Credit? Do you own foreign property?

Debrah Burleigh Accounting

778-855-5855


Dependants
Dependants Name Birthdate

Personal Income Tax Return Information Checklist

Relationship

Income

Information required
Alimony payments received Amount of any contributions to or distributions from, or loans to and from foreign trusts in 2012 Are you splitting your pension income with your spouse to reduce combined income tax? Yes No Business or Professional financial statements or income and expenses Canada Pension Plan Employment Insurance- T4E Employment- T4 If youre a single taxpayer, would you like to include the UCCB in your income or would you like to include it in the income of one of the children for whom the UCCB has been paid? Investment Income T5/T600 Mutual funds/trust income - T3 Notice of Assessment please bring a copy from the prior year or any other correspondence from CRA Old Age security - T4A (P) Other income including- scholarships, bursaries, research grants workers compensation Rental property including details of income, expenses, purchases and sales

Debrah Burleigh Accounting

778-855-5855

Personal Income Tax Return Information Checklist

Retirement Income for pensions - T4A, T4RSP, T4RIF Universal child care benefits RC62

Deductions/Credits Prior year Installments Total remitted: $ Alimony or separation allowances paid (attach copy of agreement or court order for spousal support Annual union or professional dues Attach T10- Personal Adjustment Reversal, if you received one Attendant care expenses Business investment losses Carrying charges (Interest on money borrowed to earn dividend and interest, investment counsel fees, interest for limited partnerships and safety deposit box) Charitable donations Child care expense Commission and employment expenses Disability deduction for you or your dependant Federal and provincial political contributions For trades people, receipts of tools bought during the year Medical expenses- including private health insurance Medical travel expenses Moving expenses, if you moved because of new employment or business ( indicate distance moved) Other deductions and expenses Public transit passes Receipts for child fitness or art credit ( for children under 17) RRSP contributions attach receipts Student loans or interest paid Tuition fee attach T2202/T2202A Will you be transferring any tuition? Yes No If yes, print their full name

Debrah Burleigh Accounting

778-855-5855