• 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.)

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  • Additional Information
  • 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

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