2016 Personal Income Tax Return Checklist

2016 Personal Income Tax Return Checklist

Personal tax checklist Canada Form Preview
  • Personal Income Tax Return Checklist - Taxclinic.ca

    Complete the checklist below and click "Submit" at the bottom. You can also print the form and return it to us together with the information and documentation required. If we are required to prepare tax returns for family members, submit a checklist for each family member. DO NOT SUBMIT THIS FORM IF YOU ARE NOT OUR CLIENT. PRINT THE FORM AND USE IT AT YOUR OWN RISK.
  • General Information

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  • If you lived or worked in another province as of the end of the year, you may be considered resident of the other province

  • You are considered "common law" if you are in a relationship for more than 12 consecutive months or have a child with your partner and living toghether

  • For additonal information regarding sale of principal residence visit this link

    Principal residence reporting requirements

  • Spouse or Common Law

    If you require us to complete the personal tax return for your spouse, please complete a separate form for your spouse or common law
  • Children or Dependants

    Dependant - parent, grandparent, grandchild, brother or sister by blood, mariage or common relationship. For all your children and dependants provide the same information as for your spouse above.
  • Employment Income

  • If you claim expenses against your employment or commission income attach a copy of form T2200 Declaration of Conditions of Employment provided by your employer.

  • For additonal information regarding office in home expenses visit this link

    Home office expenses

  • Self-employment Income

    If yes provide details of revenues and expenses
  • For additonal information regarding office in home expenses visit this link

    Home office expenses

  • Pension, Annuity or Retirement Income

  • Investment Income

    Interest, dividends, capital gains or losses, foreign income etc.
  • Rental Income

    If yes provide details of revenues and expenses
  • Other Income

  • Deductions and Tax Credits

  • Loss on investment in shares or loans to small business corporation

    See www.businessloss.ca for additional details

  • An individual will be considered a first-time donor if neither the individual nor the individual's spouse or common-law partner has claimed the non-refundable charitable donations tax credit in any of the five preceding tax years.

  • The program must be minimum eight consecutive weeks duration or, in the case of children's camps, five consecutive days. Eligible fitness expenses up to $500 per child.

  • The program must be minimum eight consecutive weeks duration or, in the case of children's camps, five consecutive days. Eligible art expenses up to $250 per child.

  • $5,000 non-refundable tax credit for the first-time home buyers (or no house purchased in the last four preceding years)

  • Non-refundable tax credit for eligible supplies purchased, up to $1,000

  • Miscellaneous

  • Capital and non-capital losses, tuition amounts, capital gains reserve, RRSP contribution, moving expenses etc.

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