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