Tax Checklist

1. Personal Information

First Name*

Middle name

Last Name*

Sex*

Male Female

Date of Birth*

Social Insurance Number*

Marital Status*

Single Married Common-Law Separated Divorced Window

Previous marital status before the change

Marital status change during tax year

Street Address, House number etc*

Landmark, Floor, c/o

City*

Country*

State/Province*

Zip/Postal Code*

+ 4

Address change

The above address is new this year I was living in a different province on December 31st

Contact Number

Email*

Do you have access to your CRA portal

Yes No

Citizenship

Canadian Citizen Not a canadian citizen

2. Spouse’s information (if Married or Common Law)

First name

Middle name

Last name

Sex

Male Female

Date of Birth

Social Insurance Number

Phone number

Marital status change during tax year 1

Previous marital status before the change

If we are not preparing your spouse’s tax return, we still need the information of your spouse and his/her taxable net income from line 1010 of their tax return, please indicate it in the box below.

3. Dependants information

Full Name

Date of Birth

Sex

Male Female

Relation with taxpayer

Full Name

Date of Birth

Sex

Male Female

Relation with taxpayer

Full Name

Date of Birth

Sex

Male Female

Relation with taxpayer

Full Name

Date of Birth

Sex

Male Female

Relation with taxpayer

4. Provincial Property tax credit

Ontario Trillium Benefit

If entitled please indicate if you prefer a lump

One lump sum paid next year in June Monthly installments starting July this year

First year of filing a tax return

Yes / I turned 18-year-old this tax year Yes / I am newcomer in Canada this tax year (Complete section 5) No

Do you need to file previous years tax return

Yes No

If yes indicate in box below which years should be

5. Newcomer in Canada and first-time tax filing

First year of filing a tax return

Yes No

Date of immigration in Canada

Country of origin

World income part of the year the taxpayer was not

Type of income

Net employment income Net pension income Net interest and other investment income Taxable capital gains Net rental income Net self-employment income Other income (specify)

Provide any relevant additional information