email: info@tagtax.ca
text: 587-777-5558 or office phone:403-265-0162
214, 4441 76 Ave SE Calgary
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Personal Information
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Last Name
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First Name
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Social Insurance Number
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Date of Birth
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Marital Status (Married/Common Law/Separated/Divorced/Widowed/Single)
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Effective date of marital status
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Address
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Telephone Number (Home)
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Telephone Number (Work)
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Telephone Number (Cell)
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Email adddress
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(All of the above details for each dependant as well.)
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- Additional Information
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All T-Slips received for the current year:T4, T4A, T3, T5, T5013, T4SRP
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If You Have A Home Buyer's Plan (HBP) or Life Long Learning Plan
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Minimum Repayment
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Date Commenced
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If You Have Any RRSP's
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Purchase receipts for the year
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Withdrawal statements for any RRSP's cashed during the year
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Amount of child support/alimony received and whether or not it is taxable
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Legal fees paid for collection of alimony/child support payments
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Child care expense amounts
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Tuition/school fees paid
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Interest paid on student loans
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If any custody claimed, is it equivalent to spouse?
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If previous year's tax return was not by us, the Notice Of Assessment for the prior year
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Interest paid on investments
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Safety deposit fees
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Service charges from broker/accountant
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Education amounts (Form T2202A) from an academic institution
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Professional/Union dues paid
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Capital gains/losses
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Stock/Mutual Fund buy date, buy cost, buy units, sell date, sell value, sell units
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Stock/Mutual Fund/Investment statements from your brokers for the year
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Medical and dental receipts
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Donations & Political Donations