February 27, 2008
2020 PERSONAL INCOME TAX CHECKLIST (for each family member): If you need extra copies of this checklist, both a PDF and a Word version can be downloaded from: For new clients:a) 2017 to 2019 Personal Tax Returns and Notices of Assessment (& reassessment).b) Name, phone, SIN, DOB & Address, so I can generate a CRA Consent to be signed at start.Current address and Province of residence at Dec 31, 2020.(if different than the previous year, or if different than your tax slips).If you are a Canadian Citizen, do you wish to provide info to Elections Canada? (Y, N, NA).Did you hold foreign property during 2020 with a cost of more than $100,000? (Y,N) Details if Y.Did you sell a property in 2020. Even if you are claiming it as a principal residence, you need to report the info re the disposition to CRA.Details of your dependants (spouse, children, parents, other). Name, DOB, income, tuition, etc...Explanation of changes from 2019 to 2020.2020 Tax slips showing your income (T3, T4, T5, pensions, etc...)Information on other income amounts (alimony, capital gains reports, etc...)2018 Tax slips for deductions and credits (RRSP, child care, dues, tuition, medical, donations, student loan interest, public transit, etc...). If you have many receipts for a category, a detailed list totalling the amount by person and category is rmation on other deductions and credits (moving, alimony, investment exp’s, employment exp’s, rent, property taxes, etc.) . Have you totalled your medical by person?Business income statements or informationRental property statements or informationIf you have non-eligible dividends from a private corporation, has TOSI been considered (Y/N).Whatever else you think is applicable and / or necessary.Online Mail from CRA: Enter your email address here _________if you wish to receive most of your CRA correspondence via electronic notifications. YOU WILL NO LONGER RECEIVE PAPER COPIES.Do you work from home in 2020. If yes, it will be easier to do the simplified office at home claim. Enter number of days here ______ worked from home. Maximum is 200 days.If you need to make notes for me, or wish to send me documents electronically, consider preparing the notes in a word document, and upload the document(s) to my "Send This File" account. A link for which can be found near the bottom of my website. If you have questions, please don’t hesitate to call. ................
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