2016 Personal Income Tax Checklist
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- Gary McCormick
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1 STEPHEN ACKROYD) ~ CHARTERED PROFESSIONAL ACCOUNTANT l---y Despite recycling efforts, in 2011 it was estimated that 4 billion trees were cut down for the production of paper. As a firm, we are committed to minimizing our environmental footprint. Acco rdingly, the hard copy you receive of your personal income tax return will not include many of the supplementary schedules used in calculating your refund or balance due. Upon request, we will gladly provide a full and complete PDF co py of any tax return prepared on your behalf. When providing your personal tax information to the firm, we respectfully request (wherever possible) to be provided with either the original forms, or electronic copies which we will not print. Personal Information New clients, please complete all sections Name: Phone: Birthdate: SIN: Address: Are you a Canadian Citizen? Provide Information to Elections Canada? At any point in the year, did you own foreign property costing more than $100,000 CAD? 0 Yes 0 Yes 0 Yes Spousal Information Change in the year? 0 Yes Marital Status: Married Common-Law Widowed Divorced Separated Single Date of change: If we are not preparing your spouse's return, please complete: Spouse Name: Birthdate: SIN: Net Income: 2275 Upper Middle Road East Suite kvillc, ON L6H OC3. 905A
2 STEPHEN ACKROYD) - ~ CHARTERED PROFESSIONAL ACCOUNTANT l--y Income 0 Were you employed in the year? T4, T4A slips received from each employer during the year T4E, TS007 from Service Canada if you received socia l assistance Amount of tips rece ived (if applica ble) during the yea r 0 Were you self-employed in the year? 0 Were you retired in t he year? Complete the Business Income and Employment Expenses Worksheet T4A, T4RIF slip related to each pension rece ived during the year T4A(P), T4AOAS slips if you received CPP or OAS benefits in the year 0 Did you own any investments outside of a tax free savings account during the year? 0 Did you own a rental property in the year? Expenses 0 Were you required to incur expenses for yo ur employment? 0 Did you pay any union of professional dues? Complete the Rentals and Investments Worksheet Complete the Rentals and Investments Worksheet Complete the Business Income and Employment Expenses Worksheet Copy of receipts 0 Did you incur medical expenses? Copy of all medica l receipts (Cash register receipts are not sufficient) 0 Did you donate funds to a charity or political party? Copy of the donation receipt issued 0 Did you purchase monthly passes for public t ransit for you or your child? Tota l of amounts paid for the year (retain your passes and receipts) 0 Were you enrolled in post-secondary school full/part time? T2202A slip from each school attended 0 Did you pay rent or property taxes in the year? How much did you pay, and who was it payable too? (Have receipts ava ilable) Other 0 Did yo u have to pay personal taxes by instalments for t he year? Statement of account from CRA noting amount paid for the yea r 0 Please provide a copy of all Notices of Assessment or Reassessment received in the year. 0 Do you have children? 0 Did you pay or receive support payments? 0 Do you, or does anyone in your ca re suffer from a physical or mental disability? Complete the Family Supplemental Worksheet 2275 Upper M1ddle Road East Suite I 0 I Oakville, ON L611 OC
3 STEPHEN ACKROYD)- ~ CHARTERED PROFESSIONAL ACCOUNTANT ~ Family Supplemental Worksheet Your Children Name Birthdate SIN Lives with me (y/n) Gender (m/f) 0 Did you receive the $100/month Universal Child Care Supplement? RC62 slip 0 Did you send your children to camp or pay for daycare (including a nanny)? Copy of receipts 0 Did you enrol your child in sports (fitness) or arts related activities? Copy of receipts 0 Did your child attend post secondary education? Support Payments Tuition form T2202A from your child's un iversity/college 0 Support payments were: 0 paid by me 0 received by me Name: --- SIN: Child support:--- Spousal Support: Total:--- Family Disabilities 0 Will this be the first year a claim is made? Form T2201- Disability tax credit certificate completed by your doctor Please call or us to discuss the specific nature of the disability, as many situations can be unique 227S Upper Middle Road East Suite I 0 I O;~kvi ll c, ON L6H OC
4 STEPHEN ACKROYD) CHARTERED PROFESSIONAL ACCOUNTANT l--y - If Rentals and Investments Worksheet Investments - RRSP 0 Did you contribute to your RRSP before March 1 of the cu rrent year? RRSP contribution receipts for "the remainder of the year" RRSP contribution receipts for the first 60 days following the year 0 Did with withdraw! money from your RRSP? T4RSP slips Investments - Not in RRSP /TFSA 0 Did you sell any securities during the year? Capital gains report for the year Broker st atements for the year if we track the cost bases for you 0 Did you earn any income from the investments? TS slips received for the year (these are issued before February 28th) T3/T5013 slips received for the year (these are issued before March 31st) Rental Property 0 Was this property purchased or sold in the year? Purchase and sale documentation 0 Summary of income and expenses for each rental property owned Address: ---- #of units: Personal portion: % -- Total rent revenue: Advertising: Insurance: Mortgage Interest: Utilities: Property Taxes: Repairs: Other: Upper Middle Road East Suite I 0 I Oakville, ON L6H OC
5 STEPHEN ACKROYD).-~ CHARTERED PROFESSIONAL ACCOUNTANT H Business Income and Employment Expenses Worksheet Employment Expenses 0 Do you have a signed T2200- Declaration of Conditions of Employment Please provide a copy 0 Does your employer collect GST/HST on their revenues? 0 Yes 0 What expenses have you incurred for the year? Advertising: Cell Phone: Assistant Salary: Business Income 0 Do you have an HST return that needs to be filed? Copy of HST form with access code Meals & Entertainment: Tools & Supplies: Home Office & Automobile: 0 Unsure Statement of account from CRA with total instalments paid for the year 0 Are computerized records maintained? Profit and Loss statement for the year (if complete) 0 Summary of business income and expenses for each business operated Complete the Home and Auto Worksheet Whatdoyou do? Total Revenue: Advertising: Insurance: Office: Travel: Rent: Cost of sales: Meals & Entertainment: Licences & Memberships: Sa la ries & Subcontracting: Telephone & Internet: Home Office & Automobile: Complete the Home and Auto Worksheet 2275 Upper Middle Road East Suite I 0 I Oakville, ON L6H OC
6 STEPHEN ACKROYD) - ~ CHARTERED PROFESSIONAL ACCOUNTANT l--y Home Office Expenses Home and Auto Worksheet Business Use: % Heat: Electricity: Insurance: Maintenance: Property Taxes or Mortgage Interest: Automobile Expenses 0 Did you purchase or lease a new car this year? Copy of the purchase or lea se agreement Rent: Make of car: Yea r: Total km driven: Business km driven: Fuel: Insurance: Licence: Maintenance: Leasing: Parking: 407 Tolls: Other: 2275 Upper tvliddlc Road East Suite I 0 I 0.1kvillc, ON L6H OC
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Dear Client, FEBRUARY 3, 2016
1210 Sheppard Avenue East, Suite 308, Box 18, Toronto, Ontario M2K 1E3 (416) 492-1881 fax: (416) 492-1926 e-mail: accountants@kurin.ca www.kurin.ca Dear Client, FEBRUARY 3, 2016 Once again it is time to
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