Personal Tax Return (T1) Checklist - SHORT

To help you assemble your financial information for the preparation of your personal income tax return, please keep this checklist handy. The checklist should be completed and returned to us together with the financial information assembled.

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Personal Contact
Your Name:
 
SIN Number:
 
Date of Birth
 
/
 
/
 
MM / DD / YY
Your Phone:
 
Work Phone:
 
E-Mail
 
Address
 
City
 
Province/State
 
Postal Code
 
Country
 
  Did you move in (Year)?
 
Yes  
 
No
Spouse Name:
 
SIN Number:
 
Date of Birth
 
/
 
/
 
MM / DD / YY
Spouse Phone:
 
Work Phone:
 
E-Mail
 
Address
 
City
 
Province/State
 
Postal Code
 
Country
 
  Did you move in (Year)?
 
Yes  
 
No

Marital Status:
 
Married
 
Common-law
 
Widowed
 
Separated
 
Divorced
 
Single  

Did your marital status change during the year?
 
Yes
 
No If yes, provide date
 
/
 
/
 
MM / DD / YY

Are we preparing a tax return for your spouse?
 
Yes
 
No
If we are NOT preparing a tax return for your spouse, please provide the following:
Universal Child Care Benefit from line 117 on page 2
$ 
income figure from line 236 on page 3
$ 

List all dependants
Name   Relationship   Birthdate
MM / DD / YYYY
  SIN#   Net Income During (Year)
                 
 
 
 
 
 
/
 
/
 
 
 
 
$ 
 
 
 
 
 
/
 
/
 
 
 
 
$ 
 
 
 
 
 
/
 
/
 
 
 
 
$ 
 
 
 
 
 
/
 
/
 
 
 
 
$ 
 
 
 
 
 
/
 
/
 
 
 
 
$ 

Do you, your spouse or any of your dependants qualify for the disability tax credit?
 
If yes, indicate whom
 

OTHER IMPORTANT MATTERS (unless otherwise indicated we will assume the default response)
          Default
Do you own/hold foreign property with a total cost of more than CAN $100,000?
 
Yes
 
No No
Are you a Canadian citizen?
 
Yes
 
No Yes
Do you authorize CRA to provide information about you to Elections Canada?
 
Yes
 
No No

(+) Have you made installment payments for the Tax year?
 
Yes
 
No If yes, how much?
$  

Do you want your tax refund deposited directly to your bank account?
 
Yes (attach a void cheque)
 
Direct deposit requested last year
 
No

How do you want your tax return delivered once it has been completed by our staff? Check all that apply.
 
Electronic copy sent to my email above
 
Mail to my home address
 
Courier to my home address
 
Hold for pick-up
 
Other (please specify)
 

PLEASE PROVIDE A COPY OF YOUR (Year) NOTICE OF ASSESSMENT WITH THIS CHECKLIST & YOUR TAX RETURN FROM LAST YEAR.

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