MDP LLP | Chartered Professional Accountants



2019 PERSONAL INCOME TAX CHECKLISTNAME: FORMTEXT _________________________________PHONE # HOME: FORMTEXT _________________EMAIL: FORMTEXT _________________________________PHONE # OFFICE: FORMTEXT _________________ GENERALX’DETAILSDo you want to receive a full copy of your tax return by email? FORMCHECKBOX FORMTEXT _________________Any change in marital status or name? FORMCHECKBOX FORMTEXT _________________Any dependants?NameSINDate of BirthRelationshipNet Income FORMTEXT _________________________ FORMTEXT ______-______-______ FORMTEXT ____________ FORMTEXT ____________ FORMTEXT ____________ FORMTEXT _________________________ FORMTEXT ______-______-______ FORMTEXT ____________ FORMTEXT ____________ FORMTEXT ____________ FORMTEXT _________________________ FORMTEXT ______-______-______ FORMTEXT ____________ FORMTEXT ____________ FORMTEXT ____________Are you a Canadian citizen? FORMCHECKBOX FORMTEXT _________________Do you authorize CRA to provide your information to Elections Canada? FORMCHECKBOX FORMTEXT _________________Did you move in 2019? FORMCHECKBOX FORMTEXT _________________Did you acquire a residence in 2019? FORMCHECKBOX FORMTEXT _________________Is it your first residence? FORMCHECKBOX FORMTEXT _________________Did you sell a residence in 2019 in which you resided at any time in the past? FORMCHECKBOX FORMTEXT _________________[If yes, please provide address, proceeds of disposition, and date of acquisition] Please provideRent receipt or property tax statement indicating amounts paid for 2019 FORMCHECKBOX FORMTEXT _________________2019 Instalment Payment Summary from CRA (if applicable) FORMCHECKBOX FORMTEXT _________________Notice of (Re) Assessment for 2018 FORMCHECKBOX FORMTEXT _________________Notice of (Re) Assessment for other years if not already provided FORMCHECKBOX FORMTEXT _________________FOREIGNDo you own foreign property with a cost greater than $100,000 CDN? FORMCHECKBOX FORMTEXT _________________(If yes, please provide details of foreign properties)Foreign Property includes:Shares and Bonds of foreign companies / foreign governments (held in Canadian or foreign investment accounts)Funds in foreign bank accountsReal estate situated outside Canada (except if owned exclusively for personal use)Interest in non-resident trusts / Interest or units in offshore mutual fundsAre you a citizen or resident of the United States? If yes, please provide details FORMCHECKBOX FORMTEXT _________________Did you work in the United States in 2019? FORMCHECKBOX FORMTEXT _________________If yes to either of the above, is a US tax return being filed? FORMCHECKBOX FORMTEXT _________________INCOMEEmployment / Commission (T4, T4A, T4PS) FORMCHECKBOX FORMTEXT _________________Investment (T3, T5, T5013, T5008) FORMCHECKBOX FORMTEXT _________________Pension (T4A, T4RSP, T4RIF, T4AOAS, T4AP, Foreign, Other) FORMCHECKBOX FORMTEXT _________________Disposition of Investments (e.g. shares, bonds) FORMCHECKBOX FORMTEXT _________________Please provide Realized Gains / Losses Summary from broker FORMCHECKBOX FORMTEXT _________________Spousal support FORMCHECKBOX FORMTEXT _________________Other income. Please provide details FORMCHECKBOX FORMTEXT _________________Rental Income. Is the income and expense summary attached? FORMCHECKBOX FORMTEXT _________________[Please visit our website < ; or call us at (905) 279-7500 to obtain a template if needed.]Business Income. Is the income and expense summary attached? FORMCHECKBOX FORMTEXT _________________ [Please visit our website < ; or call us at (905) 279-7500 to obtain a template if needed.] DEDUCTIONSEmployment expenses. Please provide a summary and a signed T2200 FORMCHECKBOX FORMTEXT _________________[Please visit our website <; or call us at (905) 279-7500 to obtain a template if needed.] RRSP contribution(s). Please provide contribution slips FORMCHECKBOX FORMTEXT _________________Home buyers plan – Withdrawal / Repayment FORMCHECKBOX FORMTEXT _________________Childcare expenses FORMCHECKBOX FORMTEXT _________________Support payments FORMCHECKBOX FORMTEXT _________________Union or professional dues (if not already included on a T4 slip) FORMCHECKBOX FORMTEXT _________________Accounting fees FORMCHECKBOX FORMTEXT _________________Investment carrying costs - Interest expense FORMCHECKBOX FORMTEXT _________________Investment carrying costs - Investment management fees FORMCHECKBOX FORMTEXT _________________If you moved in 2019, please contact us to see if you qualify to claim moving expenses. FORMCHECKBOX FORMTEXT _________________CREDITSInterest on eligible student loan(s) FORMCHECKBOX FORMTEXT _________________Tuition fees / Examination fees (T2202) FORMCHECKBOX FORMTEXT _________________Tuition fees / Examination fees from your dependent (T2202) FORMCHECKBOX FORMTEXT _________________(please have the dependent sign the T2202] Charitable donations / Political contributions (Please provide a summary) FORMCHECKBOX FORMTEXT _________________Teaching supplies / expenses if you are a teacher or early childhood educator FORMCHECKBOX FORMTEXT _________________Home renovations for a senior or disabled individual who lives in your home FORMCHECKBOX FORMTEXT _________________Medical expenses for self and dependents ** (Please provide a summary) FORMCHECKBOX FORMTEXT _________________[Prescription summaries from your pharmacy and insurance reimbursement summaries from your insurer are very welcome] Disability Tax Credit for self or dependents (signed T2201 if first time of claim) FORMCHECKBOX FORMTEXT _________________Eligible public transit expenses for Ontario senior residents age 65 and over FORMCHECKBOX FORMTEXT _________________Please note that MDP LLP will return all of the documentation used to complete your 2019 tax return Please read carefully, date and sign below:I certify that the information given to MDP LLP to prepare my income tax return and any documents attached are correct, complete and fully disclose my income and deductions to which I am entitled. I am aware it is a serious offence to give false or misleading information. I understand that I am responsible for retaining copies of my tax returns and supporting documentation. I understand that I bear responsibility for tax, interest or penalties assessed by CRA due to the disallowance of any deductions or exclusions, or the taxation of any unreported income. I understand that MDP LLP will not audit, review or otherwise attempt to verify the accuracy or completeness of this information.Signature:____________________________________ Date: _____________________________The objective of this checklist is to help you keep your tax affairs organized. This checklist is not intended to provide, and should not be construed as providing, individual, tax, legal or investment advice, nor is it meant to cover all of your tax or other relevant considerations. ................
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