May

30

Checklist: Personal Income Tax Returns

May 30, 2007 | Information Checklist |

Summary Of Service

I will prepare (without audit) your annual T1 Income Tax Return from information provided by you. You will receive a summary and “Client Copy” of your final tax return filed.

Information Required

* 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

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