Personal tax questionaire

Personal tax questionnaire
Renseignements pour la
déclaration d’impôts
Personal information / État civil
First and last name / Nom et prénom :
Date of birth / Date de naissance :
(dd/mm/yyyy)
SIN number / Numéro NAS :
Adress / Adresse :
City / Ville :
Province :
Postal code / Code postal :
Phone number / Téléphone
Are you a Canadian citizen / Êtes-vous un citoyen canadien ?
Oui
Non
Information about your spouse or common law partner (if applicable) / Information sur votre époux/se ou conjoint de fait (le cas échéant)
Spouse name:
Nom de l’époux/se :
Spouse SIN number:
Numéro NAS de l’époux/se :
Spouse date of birth /
Date de naissance de l’époux/se :
Information about your children (if applicable) / Renseignements sur vos enfants (le cas echéant)
Last name - Nom
First name - Prénom
Date of birth - Date de naissance (dd/mm/yyyy)
Deductions/credits (keep all you income tax records / conservez tous vos justificatifs)
Do you live alone? / Vivez-vous seul(e) ?
Oui
Non
Are you a tenant? / Êtes-vous locataire ?
Oui
Non
Rent & property tax paid in 2015:
Loyer & taxes foncières payés en 2015 :
Hydro paid (if not already included in your monthly rent amount):
Électricité et chauffage payés (si non inclus dans votre loyer) :
Interest paid on student loan:
Intérêts payés sur un prêt étudiant :
Tuition or examination fees:
Frais de scolarité ou d’examen :
Day care paid:
Frais de garde d’enfants encourus:
Children fitness expanses (under 16 years of age):
Frais pour la condition physique des enfants (moins de 16 ans) :
Medical expanses (not covered by insurance):
Frais médicaux (non couverts par une assurance):
Caregivers:
Maintien pour personne âgée :
Monthly public transit pass:
Laissez-passer de transport en commun mensuels :
Charitables donations:
Dons pour organismes de bienfaisance :
[email protected] (eng) / [email protected] (fr)
1920 Yonge St, suite 200, Toronto, M4S 3E2
647- 525-8825 / 647-932-0292
Canadian tax return
checklist
In order to help us maximize your tax return,
here is a list of documents you may need to provide.
Please, indicate any expanse that doesn’t appear on the table.
Be sure to have every receipt in your possession.
Void cheque: if you are eligible for a tax return, the Canadian Revenue Agency will transfer your tax return
directly on your bank accound if you join a void cheque to your tax declaration.
Slips (to provide us)
Receipts (to keep during 6 years)
All T4 slips
(Employment income)
Employment insurance benefits (T4E)
Interest, dividends, mutual funds
(T3, T5)
Tuition / education receipts
(T2202A)
Universal Child Care Benefit (RC62)
Old Age Security and CPP benefits
(T4A-OAS, T4AP)
Other pensions and annuities (T4A)
Social assistance payments
(T5007)
Workers’ compensation benefits (T5007)
All other information slips
RRSP contribution slip
Support for a child, spouse or common-law partner
Professional or union dues
Tool expenses (Tradespersons)
Medical expenses
Transit pass receipts
Charitable donations
Political contributions
Child care expenses
Adoption expenses
Children’s arts and sports programs
Moving expenses
Interest paid on student loans
Carrying charges and interest expenses
Office - in-home expenses
Exams for professional certification
Other documents
Notice of Assessment/Reassessment
Canada Revenue Agency correspondence
Sale or deemed sale of stocks, bonds or real estate
Northern residents deductions
Rental income and expense records
Business, farm or fishing income/expenses
Automobile / Travel logbook and expenses
Disability Tax Credit Certificate
Declaration of Conditions of Employment (T2200)
Volunteer firefighters or search and rescue volunteers certification
Other documents: ________________________________________________
Once you gahter all your documents, contact us:
[email protected]