client tax organizer

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Client Tax Organizer

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Personal Tax Organizer For The Year

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Please complete this T1 Organizer before your appointment. Please attach all applicable slips, lists, and other supplemental information

1. Personal Information

Taxpayer

First

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Taxpayer

Last

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Date Of Birth

mm/dd/yyyy

Phone

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Spouse *

First

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Spouse

Last

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Address

Address Line 1

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Address Line 2

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City

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State

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Postal Code

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Country

Marital Status

Married

Single

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If married or common-law, should your return be filed jointly with your spouse's return?

Yes

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If marital status changed during the year, provide date of change

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2. Residence

Province or territory of residence on December 31

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Did the taxpayer immigrate to Canada or emigrate from Canada during the year?

Yes

If yes, provide date of entry into Canada or date of departure

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3. Elections Canada

Is the taxpayer a Canadian citizen?

Yes

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.

Yes

4. Foreign Reporting

Did the taxpayer own or hold foreign property with total cost of more than CSN$100,000 at any time during the year? If yes, Please provide list.

Yes

5. Change in Personal or Financial Situation During the Year

Date the taxpayer declared bankruptcy during the year

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Date the taxpayer refinance a business with new or revised debt

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Date the taxpayer closed a bank account or investment account

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6. Dependants

Name

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Relationship

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Income

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Date Of Birth

mm/dd/yyyy

Universal Child Care Benefits (UCCB) - Is RC62 slip attached?

Yes

If the taxpayer is a single parent, is the UCCB designated to a dependent?

Yes

7. General Income/Deductions

T4 slips - Employment income?

Yes

T4A - Commission and self-employment?

Yes

T4E - Employment insurance?

Yes

T5007 - Social assistance?

Yes

Employment income or taxable benefits not shown on the T4 slip?

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Amount paid for union and professional dues and organization names?

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List of child care expenses, with receipts, for each child?

Yes

List of moving expenses paid in the year?

Yes

List of support payments made or received?

Yes

Is a signed from T2200 attached?

Yes

8. Pension Income

T4A - Pension, retirement and annuity income?

Yes

T4AP - Canada pension plan benefits?

Yes

T4A(OAS) Old age security pension slip/foreign pensions?

Yes

T4A(RCA) - Retirement compensation arrangements?

Yes

T4RSP - Registered retirement savings plan income?

Yes

Does the taxpayer elect to split eligible income with his/her spouse or common-law partner?

Yes

9. Investment Income/Deductions

T3 - Income from trust allocations?

Yes

T5 - Investment income?

Yes

T4PS - Income from profit sharing plans?

Yes

T5013/T5013(A) - Partnership income?

Yes

T5008 - Income from securities transactions?

Yes

10. Self-Employment/Business Income

Financial statement(s)/schedule of revenue and expenses attached?

Yes

Has the taxpayer registered to be eligible for Employment Insurance special benefits?

Yes

If an owner/manager, did the taxpayer have a shareholder loan outstanding during the year?

Yes

If yes, provide details of borrowings and repayments

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if the taxpayer used a vehicle for business, are the vehicle expenses and both total and business mileage attached?

Yes

if the taxpayer used a portion of his/her home for business, are the home expenses and both total and business square footage attached?

Yes

Is a list of all new asset additions attached?

Yes

11. Rental Income

If the taxpayer owned rental property, is a statement of rental income attached?

Yes

12. RRSP Contributions

T-slip for contributions made attached?

Yes

13. Other Credits

T2202 - Tuition/education amount for taxpayer?

Yes

T2202 - Tuition/education amount claimed on transfer from dependant?

Yes

Receipt or amount for taxpayer's student loan interest?

Yes

Receipt/listing of all medical expenses paid in the year for taxpayer, spouse, and dependants?

Yes

Receipts for charitable donations or donations made by way of gifting an item in kind?

Yes

Were any loans associated with the charitable donations?

Yes

Receipts for political contributions?

Yes

Tickets for public transit?

Yes

Receipts/listing for fitness and extracurricular activity amounts paid for each child?

Yes

Statement for new home to claim the home buyer's amount?

Yes

Amount of property taxes/rent paid in the year?

Yes

14. Prior Year Tax Return Information/Correspondence

Is a copy of the Notice of Assessment for last year's tax return attached?

Yes

If new to the firm, are tax returns (and corresponding Notices of Assessment) for the last three years attached?

Yes

Is a copy of any other correspondence from the Canada Revenue Agency attached?

Yes

Is Your statement of instalments paid for the year attached?

Yes

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