Taxpayer
SIN #
Date of Birth
Phone Number
Alt. Phone Number
Street Address
City
Postal Code
Email
Spouse
SIN #
Date of Birth
Phone Number
Alt. Phone Number
Marital Status
Married
Single
Common-Law
Separated
Divorced
Widowed
If married or common-law, should your return be filed jointly with your spouse's return?
If your marital status changed during the year, provide date of change:
Province or territory of residence on December 31st
Did the taxpayer immigrate to Canada or emigrate from Canada during the year?
If yes, provide the date of entry into Canada
or, the date of departure
Is the taxpayer a Canadian citizen?
If yes, the taxpayer authorizes the CRA to provide his/her name, address and date of birth to Elections Canada to update his/her information on the National Register of Electors.
Do you want to sign up for CRA Online Mail?
Did the taxpayer own or hold foreign property with a total cost of more than CDN$100,000 at any time during the year? If yes, please provide a list. *SIGNIFICANT PENALTIES MAY ARISE FROM NOT REPORTING FOREIGN PROPERTIES.*
Are you a US citizen or green card holder?
Have you spent more than 30 days in the US in any of the last three years?
If yes please provide the number of days spent in the US in 2018:
If yes please provide the number of days spent in the US in 2019:
If yes please provide the number of days spent in the US in 2020:
Date the taxpayer declared bankruptcy during the year (if applicable)
Date the taxpayer refinanced a business with new or revised debt (if applicable)
Date the taxpayer closed a bank account or investment account (if applicable)
Do you have any dependants?
1st Dependant's Name
Relationship
Date of Birth
SIN #
Disability amount
Income
Child Care Expenses
2nd Dependant's Name
Relationship
Date of Birth
SIN #
Disability amount
Income
Child Care Expenses
3rd Dependant's Name
Relationship
Date of Birth
SIN #
Disability amount
Income
Child Care Expenses
4th Dependant's Name
Relationship
Date of Birth
SIN #
Disability amount
Income
Child Care Expenses
T4A slip - COVID19 benefits?
Did you work from home due to the COVID-19 pandemic?
If yes, do you wish to use the temporary flat rate method or detailed method?
If using the temporary flat method, provide the number of days you worked from home due to COVID-19.
If using the detailed method, provide a signed T2200S form.
T4 slips - Employment incomes?
T4A - Commission and self-employment?
T4E - Employment Insurance?
T5007 - Social assistance?
Employment income or taxable benefits not shown on the T4slip?
Amount and organization of union/professional dues?
List of child care expenses, with receipts for each child?
List of moving expenses paid in the year?
List of spousal support payments made or received?
List of child support payments made or received?
List of deductible employment expenses?
If yes, is a signed form T2200 attached?
T4A - Pension, retirement and annuity income?
T4A(P) - Canada pension plan benefits?
T4A(OAS) - Old age security pension slip/foreign pensions?
T4A(RCA) - Retirement compensation arrangements?
T4RSP - Registered retirement savings plan income?
T4RIF - Registered retirement income fund income?
Does the taxpayer elect to split eligible pension income with his/her spouse or common-law partner?
T3 - Income from trust allocations?
T4PS - Income from profit sharing plans?
T5013/T5013(A) - Partnership income?
T5008 - Income from securities transactions? If yes, include transaction summary with cost and selling value.
Did you withdraw funds from your RRSP during the year or in a prior year for the Home Buyers' Plan or Life Long Learning Plan? If yes, please provide details.
Did the taxpayer dispose of a principal residence, real estate other than a principal residence, stocks or bonds during the year?
Description of property 1
Cost
Date Acquired
Date Disposed
Sales Proceeds
Expense for Disposal
Description of property 2
Cost
Date Acquired
Date Disposed
Sales Proceeds
Expense for Disposal
Description of property 3
Cost
Date Acquired
Date Disposed
Sales Proceeds
Expense for Disposal
Interest paid to earn investment income
Rental fee on safety deposit box
Accounting legal fees
CRA Business Number (for GST filing):
Financial statements(s)/schedule of revenue and expenses attached?
Has the taxpayer registered to be eligible for employment insurance special benefits?
If an owner/manager, did the taxpayer have a shareholder loan outstanding during the year?
If yes, provide details of borrowing and repayments:
If the taxpayer used a vehicle for business, are the vehicle expenses and both the total and business mileage information attached?
If the taxpayer used a portion of his/her home for business, are the home expenses and both total and business square footage information attached? Form T2125.
Is a list of all new asset additions attached?
If the taxpayer owned rental property, is a statement of rental income attached?
Did the taxpayer dispose of rental property during this year? If so, provide the following details in a separate list:
Description of property 1
Cost
Date Acquired
Date Disposed
Sales Proceeds
Expense for Disposal
Description of property 2
Cost
Date Acquired
Date Disposed
Sales Proceeds
Expense for Disposal
T-slip for RRSP contributions made attached?
T2202 - Tuition/education amount for the taxpayer?
T2202 - Tuition/education amount claimed on transfer from the dependant?
Receipts/Listings of all medical expenses paid in the year for the taxpayers, spouse and dependants?
Receipt for charitable donations made by way of gifting an item in kind?
Were there any loans associated with charitable donations?
Receipts for political contributions?
Statement for new home to claim the home buyer's amount?
For Ontario and Manitoba residents, did you pay property taxes or rent during the year?
Is a copy of the Notice of Assessment for last year's tax return attached?
If new to our firm, are tax returns (and corresponding Notice of Assessment) for the last three years attached?
If the taxpayer claimed a loss carryback in any of the preceding three years, are the Notices of Reassessment for those years attached?
Is a copy of any other correspondence from the Canada Revenue Agency attached?
If you would like your tax refund deposited directly into your acccount, is a void cheque attached?
Is your statement of instalments paid for the year attached?
Signed RMI Prof. Corp. Engagement letter attached?
How would you like your package returned to you?
(PDF) Adobe E-Signature
Hard Copy (come to the office to sign & pay)
How would you like your original doc's returned?
Courier (additional $20.00 charge)
Canada Post (additional charge may apply)
Pick up for free
How would you like to pay?
Credit/Debit Card Number
Exp. Date
CVV
Name on card
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