Income Tax Checklist - Fraser & Partners

Because one receipt can make the difference between owing CRA or getting a refund, please use this checklist to ensure all of your information is accounted for at tax time.

Personal Income Tax Checklist

Instructions

You can either complete this form here and have your answers emailed directly to us when you hit the submit button or if you prefer, print out this page and fill in your answers by hand.

Name

Spouse Name

Current Address

Apt, suite, etc.

Country

City

State

Zip code

Daytime Phone

Evening Phone

Primary means of contact

Phone

Would you like to be registered for online mail with CRA?

Yes

Already registered

Please confirm email address to provide to CRA

All T-4s & T-4As related to employment/retirement income

Included

Will forward on receipt

Not applicable

All T-3s

Included

Waiting to receive

Not applicable

All T-5s related to investment income

Included

Waiting to receive

Not applicable

All RRSP contribution receipts

Included

Waiting to receive

Not applicable

Statements re: sales of stocks, bonds, mutual funds & other financial instruments

Included

Waiting to receive

Not applicable

Limited partnership T5013s and carrying charges if applicable

Included

Waiting to receive

Not applicable

Self-employed income and expenses

Included

Waiting to receive

Not applicable

Medical expense receipts

Included

Waiting to receive

Not applicable

Charitable donation receipts

Included

Waiting to receive

Not applicable

Political contribution receipts

Included

Waiting to receive

Not applicable

Alimony and/or maintenance receipts

Included

Waiting to receive

Not applicable

Tuition receipts

Included

Waiting to receive

Not applicable

Childcare receipts

Included

Waiting to receive

Not applicable

Moving expense receipts

Included

Waiting to receive

Not applicable

Copy of property tax bill or rent receipts

Included

Waiting to receive

Not applicable

Instalments paid

Included

Not applicable

Copy of previous 3 year\'s Notice of Assessment (1st time users of F&P tax service only)

Included

Not applicable

Copy of last 3 year\'s Income Tax Return (1st time users of this tax service)

Included

Not applicable

Details of all foreign properties including cost and FMV at year end

Included

Not applicable

Details of all principal residence changes during the year

Included

Not applicable

Other (please provide details)

Notes/Comments

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