Personal Information

Last Name

First Name

Social Insurance Number

Date of Birth

Marital Status (Married/Common Law/Separated/Divorced/Widowed/Single)

Effective date of marital status

Address

Telephone Number (Home)

Telephone Number (Work)

Telephone Number (Cell)

Email adddress

(All of the above details for each dependant as well.)

All T-Slips received for the current year:T4, T4A, T3, T5, T5013, T4SRP

If You Have A Home Buyer's Plan (HBP) or Life Long Learning Plan

Minimum Repayment

Date Commenced

If You Have Any RRSP's

Purchase receipts for the year

Withdrawal statements for any RRSP's cashed during the year

Amount of child support/alimony received and whether or not it is taxable

Legal fees paid for collection of alimony/child support payments

Child care expense amounts

Tuition/school fees paid

Interest paid on student loans

If any custody claimed, is it equivalent to spouse?

If previous year's tax return was not by us, the Notice Of Assessment for the prior year

Interest paid on investments

Safety deposit fees

Service charges from broker/accountant

Education amounts (Form T2202A) from an academic institution

Professional/Union dues paid

Capital gains/losses

Stock/Mutual Fund buy date, buy cost, buy units, sell date, sell value, sell units

Stock/Mutual Fund/Investment statements from your brokers for the year

Medical and dental receipts

Donations & Political Donations