LIST OF INFORMATION
FOR PERSONAL INCOME TAX RETURN
Please provide all of the following information as
applicable to your situation.
| PERSONAL INFORMATION |
| |
|
YOURSELF |
| 1 |
|
First & Last Name _________________________________________ |
| 2 |
|
Date of Birth _____________________________________________ |
| 3 |
|
Full Address _____________________________________________ |
| 4 |
|
Social Insurance Number ___________________________________ |
| |
|
SPOUSE |
| 5 |
|
First & Last Name _________________________________________ |
| 6 |
|
Date of Birth _____________________________________________ |
| 7 |
|
Full Address _____________________________________________ |
| 8 |
|
Social Insurance Number ___________________________________ |
| |
|
CHILDREN |
| 9 |
|
Number of Children (under 18) _______________________________ |
| 10 |
|
First & Last Name (of each child) _____________________________ |
| 11 |
|
Date of Birth (of each child) _________________________________ |
Please
make sure to provide "Notice of Assessment" and a
copy of your last year Income Tax Return
INCOME
INFORMATION
(please show separately for each member of the family) |
| 12 |
|
_____________ Employment Income (T4, T4A, etc.) |
| 13 |
|
_____________ Investment Income (T5, T3, etc.) |
| 14 |
|
_____________ Pension Income |
| 15 |
|
_____________ Government Assistance (Welfare) |
| 16 |
|
_____________ Employment Insurance Income (T4E) |
| 17 |
|
_____________ Rental Income (please call for more information) |
| 18 |
|
_____________ Commissions Income (please call for more information) |
| 19 |
|
_____________ Business Income (please call for more information) |
| 20 |
|
_____________ All other income |
Please list all expenses
that apply to your situation
Make sure you have all receipts to prove your expenses
PERSONAL EXPENSES |
| 21 |
|
_____________ RRSP Contributions (You must have receipts) |
| 22 |
|
_____________ Charitable Donations (You must have receipts) |
| 23 |
|
_____________ Day Care / Child care (You must have receipts) |
| 24 |
|
_____________ Tuition Paid for College/University (Amount
& number of month) |
| 25 |
|
_____________ Interest Paid on Student Loan |
| 26 |
|
_____________ Medical Bills (dentist, medication, hospital).
(You must have receipts) |
| 27 |
|
_____________ Moving Expenses (if you moved more than 40 km.
to start a new job) |
| 28 |
|
_____________ Disability Amount |
| 29 |
|
_____________ Income Taxes Paid During the Year |
| 30 |
|
_____________ Rent of Apartment or House (Amount and Address) |
| |
|
Please
note that you must have receipts in order to support your
claim |
| 31 |
|
_____________ Business or Rental Expenses (Please call for
more information) |
Please include any other documents
that could be relevant to the preparation of the tax return.
|
