Personal Tax (T1) Organizer

If married or common-law, should your return be filed jointly with your spouse's return?

Was the taxpayer born in the U.S. or is he/she a U.S. citizen?

Did the taxpayer immigrate to Canada or emigrate from Canada during the year?

Is the taxpayer a Canadian citizen?

If yes, the taxpayer authorizes the CRA to provide his/her name, address and date of birth to Elections Canada to update his/her information on the National Register of Electors.

Did the taxpayer own or hold foreign property with a total cost between CAN$100,000 and CAN$250,000 at any time during the year? If yes, please provide the total foreign income and capital gains earned during the year.

Did the taxpayer own or hold foreign property with a total cost of more than CAN$250,000 at any time during the year? If yes, please provide a detailed list of all income and capital gains earned during the year.

Universal childcare benefits (UCCB) — Is RC62 slip attached?

If the taxpayer is a single parent, is the UCCB designated to a dependant?

T4 slips — Employment income?

T4A — Commission and self-employment?

T4E — Employment insurance?

T5007 — Social assistance?

List of childcare expenses, with receipts, for each child?

List of moving expenses paid and for whom?

List of spousal support payments made or received?

List of deductible employment & medical expenses?

Is a signed Form T2200 attached / Student loan interest receipt?

T4A — Pension, retirement and annuity income?

T4A (P) — Canada Pension Plan benefits?

T4A (OAS) — Old age security pension slip / foreign pensions?

T4A-RCA — Retirement compensation arrangements?

T4RSP — Registered retirement savings plan income?

T4RIF — Registered Retirement Income Fund income?

Does the taxpayer elect to split eligible pension income with his/her spouse or common-law partner?

T3 — Income from trust allocations?

T5 — Investment income?

T4PS — Income from profit sharing plans?

T5013 — Partnership income?

T5008 — Income from Securities transactions?

Financial statement(s) / schedule of revenue and expenses attached?

Has the taxpayer registered to be eligible for Employment Insurance special benefits?

If an owner/manager, did the taxpayer have a shareholder loan outstanding during the year?

If the taxpayer used a vehicle for business, are the vehicle expenses and both total and business mileage attached?

If the taxpayer used a portion of his/her home for business, are the home expenses and both total and business square footage attached?

Is a list of all asset additions and disposals (including cars, equipment, etc.) attached?

If the taxpayer owned rental property, is a statement of rental income attached?

Does the taxpayer also live in the rental property (in which case no CCA should be claimed)?

T-slip for contributions made attached?

Were any amounts repaid during the year to a home buyers' plan or a lifelong learning plan?

FHSA Contributions (Attached contribution statements)

Crypto Transactions (Attached contribution statements)

T2202A — Tuition amount for taxpayer?

T2202A — Tuition amount claimed on transfer from dependant?

Receipt or amount for taxpayer's student loan interest?

Receipts/listing of all medical expenses paid in the year for taxpayer, spouse, and dependants?

First-time making charitable donations?

Receipts for charitable donations or donations made by way of gifting an item in kind.

Were any loans associated with the charitable donations?

Receipts for political contributions?

List of eligible teaching supplies purchased (for teachers and early childhood educators only)?

Public transit passes for travel prior to July 1, 2017, or for travel after June 30, 2017, for Ontario seniors (receipts/details)?

Receipts/listing for fitness and arts activity amounts paid for each child (applicable for taxpayers living in BC, Manitoba, Quebec, and Yukon)?

Information pertaining to the purchase of a new home to claim the first-time home buyer's amount?

Is a copy of the Notice of Assessment for last year's tax return attached?

If new to the firm, are tax returns (and corresponding Notices of Assessment) for the last three years attached?

If taxpayer claimed a loss carryback in any of the preceding 3 years, are the Notices of Reassessment for those years attached?

Is a copy of any other correspondence from the CRA attached?

If you would like your tax refund deposited directly into your account and if you have not already registered for direct deposit, is a void cheque attached?

Is your statement of instalments paid for the year attached?