New Client Personal Tax Package

Transcription

1 New Client Personal Tax Package Our contact infmation is: #102, Street NW Edmonton, Alberta T5L 1A5 Telephone: (780) ext. 312 Fax: (780) Our firm has significant experience in personal tax preparation. We have been preparing returns since 1974 in the City of Edmonton. Our Firm can prepare your personal tax return virtually paperless. Documents to prepare the return can be exchanged securely via , mail, fax, through our online ptal. Our online ptal is directly linked to our website All yearly client documents, letters, repts, etc. can be exchanged and maintained securely on this ptal in which authized clients have access to these recds at any time. All returns are prepared by qualified professional staff (CA, CPA equivalent) with years of experience. Personal tax services offered include: Personal income tax planning Personal tax preparation Estate/trust planning Retirement and succession management What do you need to complete your personal tax return? Your personalized checklist: Pri year tax return Updated infmation including address, , phone numbers, and marital status Dependent infmation such as childcare recds and birthdates Income/Expenses from rental, business farm - infmation is to be in summary fm of your choice. Alternatively, summary fms are available f download on our website at F self-employed individuals, recds of all expenses including receipts f expenses and applicable office in home infmation Investment Gains and Losses - it is vital to provide the iginal cost and year of purchase of any items being disposed of. Please contact your broker/financial advis if you are unsure of this infmation.

2 Tuition Transfer - if your dependent student will be transferring their tuition/education amounts to you, ( you, as a student, will be transferring your tuition amounts to your spouse, parent, etc.), the tuition receipt T2202A is to be signed by the person attending the educational institution to qualify f the transfer. Charitable donation receipts Medical expense claims (please note massage therapy is not a qualified medical expense) RRSPs and other T Slips received Employment Expenses - can only be claimed if you were provided with a completed and signed Fm T2200 from your employer. Expenses are to be in summary fm. Expenses must be specifically identified. Summary fm is available f download on our website. If property was sold during the year, please provide proceeds of disposition, address of property, and the year the property was acquired. Feign Property if you hold feign property of me than $100,000 Cdn, you are required to file fm T1135, Feign Income Verification. If you are a teacher early childhood educat, please provide receipts (up to $1,000) f eligible school supplies purchased in the year. Befe we get started, there are a few fms to be filled out and signed. These fms allow our firm to access your recds to complete your tax return in a timely manner. These fms can be downloaded from our website a copy can be ed to you by contacting carrie@seniuk.com. If you are interested in having one of our tax specialists prepare your personal tax, please contact our Personal Tax Manager - Carrie Tsui, CPA, CA directly at: carrie@seniuk Telephone: (780) ext. 312 Our costs begin at $ f a simple return. Please contact Carrie to receive a quote pri to us preparing your return and to complete and submit the following fms attached: o T183 o T1013 Note: Areas required to be filled out are highlighted in the attached fms. We also offer electronic signatures via RightSignature. Sign the fms easily on your mobile phone! Please let us know if you would like us to send you an electronical copy of the fm. We look fward to assisting you! F me infmation about our firm to receive event and tax updates, follow us on our social media! Facebook & LinkedIn: Seniuk & Company Chartered Accountants

3 Authizing Cancelling a Representative Protected B when completed Imptant: If you recently moved, update your address and contact infmation with the Canada Revenue Agency (CRA) online if you are registered f My Account at cra.gc.ca/myaccount, by telephone at , in writing. By registering f My Account, you can view, add, modify, cancel your authized representatives. To immediately cancel a representative, call us at Complete a separate Fm T1013 f each account (Part 1) and representative (Part 2). Do not complete a new fm every year if there are no changes. See the attached infmation sheet if you need help completing this fm. Part 1 Taxpayer infmation Complete the line that applies. SIN, TTN ITN Trust account number T T5 filer identification number H A Trust name: Filer name: Part 2 Representative infmation and authization Complete section A B, as applicable. A. Authize online access f all tax years (including access by telephone, in person, and in writing) RepID GroupID G Business number (BN) Representative mailing address: Group name: Enter the level of authization (level 1 2): Notes A representative of a trust account will have access to all tax years with no online access. If you have a "care of" address on your account, we will send you a letter asking you to call the CRA to authize the online access. B. Authize access by telephone, in person, and in writing (no online access) Telephone: Ext: Fax: Tick the appropriate box and indicate the level of authization: All tax years (past, present, and future) Level of authization (level 1 2) Specific tax year(s) with the level of authization (level 1 - disclose, level 2 - disclose/request changes) indicated f each tax year. Tax year(s) Level of authization T1013 E (16) (Vous pouvez obtenir ce fmulaire en français à arc.gc.ca/fmulaires ou en composant le )

4 Part 3 Authization expiry date Enter an expiry date, if applicable. Your representative's access to your infmation will stay in effect until you your representative cancel it, we are notified of your death. Year Protected B when completed Month Day Part 4 Cancel your representative Complete this section to cancel your representative(s) and remove their access to your infmation. Tick the appropriate box. Cancel all representatives Cancel the representative listed below: RepID GroupID G Business number (BN) Group name: Go to My Account at cra.gc.ca/myaccount to view all representatives with access to your infmation. Part 5 Signature and date If you are the taxpayer, you must sign and date this fm. If you are the legal representative, you must tick the box below, and sign and date this fm. I am the legal representative f this taxpayer estate/trust (execut/administrat, power of attney, the legal guardian the trustee custodian of this trust account). Imptant: You must send a complete copy of the legal document giving you the authity to act in this capacity to the taxpayer s tax centre. Read the attached infmation sheet f tax centre addresses. If two me legal representatives are acting jointly on the taxpayer's behalf, each legal representative must sign below. Name of taxpayer, legal representative(s) cpate officer(s) X Signature of taxpayer, legal representative(s), cpate officer(s) a parent (if taxpayer is under the age of 16), a witness (when signed with a mark) Name of cpation and title of cpate officer(s) Date of signature If your representative has not electronically submitted this fm on your behalf then it must be submitted within six months of the date of signature. If not, it will not be processed. Personal infmation is collected under the Income Tax Act to administer tax, benefits, and related programs. It may also be used f any purpose related to the administration enfcement of the Act such as audit, compliance and the payment of debts owed to the Crown. It may be shared verified with other federal, provincial/territial government institutions to the extent authized by law. Failure to provide this infmation may result in your request not being accepted. Under the Privacy Act, individuals have the right to access their personal infmation and request crection if there are errs omissions. Refer to Info Source at cra.gc.ca/gncy/tp/nfsrc/nfsrc-eng.html, Personal Infmation Banks CRA PPU 005, CRA PPU 015, CRA PPU 063, CRA PPU 140, CRA PPU 178 and CRA PPU 218. BARCODE

5 Infmation Return f Electronic Filing of an Individual's Income Tax and Benefit Return Protected B when completed The infmation found on this fm cresponds to the tax year indicated on the right. Tax year: Befe you fill out this fm, read the infmation and instructions on page 2. The individual ( legal representative) identified in Part A must sign Part F. Part G is to be filled out by your electronic filer once the return has been submitted. Give the signed iginal of this fm to your electronic filer and keep a copy f yourself. Part A Identification and address as shown on your return (mandaty) First name Last name Social insurance number Mailing address: Apt no Street no Street name PO Box RR City Prov./Terr Postal code Part B Declaration of amounts from your General Income Tax and Benefit Return (mandaty) Enter the following amounts from your return, if applicable: Total income (line 150).... Refund (line 484)... Taxable income (line 260)... Total federal non-refundable tax credits (line 350 of Schedule 1).... Part C Optional sign up f new Canada Revenue Agency (CRA) services Balance owing (line 485)... Want to go paperless? Give CRA your address and your CRA mail will be delivered electronically in My Account Address (optional): I understand that by providing an address, I am registering f online mail and I accept the terms and conditions. F me infmation, refer to page 2. To access online mail you must be registered f My Account. Want instant CRA assessment results and your Notice of Assessment faster? Tick this box: I understand that by ticking ( ) the box above, I am allowing the CRA to electronically provide my assessment results and my notice of assessment and reassessment to the electronic filer (including a discounter) named in Part E. F me infmation, refer to page 2. Want to Pre-authize CRA to withdraw a specified amount from your bank account? Fill in the info below: I hereby authize the electronic filer to create this personal pre-authized debit on my behalf. I authize the CRA to automatically withdraw the funds from my bank account as per the agreement details listed below. I acknowledge that I have read and understood the infmation about pre-authized debit on page 2 of this fm. Signature One time payment f your Individual income tax (T1), to be withdrawn on, f the amount of Want to ReFILE like you EFILE? Tick this box: I understand that by ticking ( ) the box above, I authize the electronic filer named in Part E to ReFILE my amended T1 return. Part D Authizing an electronic filer to represent you By ticking ( ) this box, I authize the Canada Revenue Agency to deal with the electronic filer named in Part E as my representative f income tax matters on my tax return. This authization is limited to the specific tax year and does not provide my representative with online access. This authization will expire on If you do not show an expiry date, this authization will remain in effect until you, the undersigned, cancel it. Read page 2 of this fm f me details. Signature (individual identified in Part A legal representative) Name and title of legal representative Part E Electronic filer identification (mandaty) By signing Part F below, you declare that the following person firm is electronically filing the T1 return and/ the amended T1 return (if ReFILE is ticked above) of the person named in Part A. Part F must be signed befe the return is electronically transmitted. Name of person firm: Electronic filer number: Part F Declaration and authization (mandaty) I declare that the infmation entered in Part A, B and E are crect and complete and fully disclose my income from all sources. I also declare that I have read the infmation on page 2 of this fm, and that the electronic filer identified in Part E is filing my return. I allow this electronic filer to communicate with CRA to crect any errs omissions. Signature (individual identified in Part A legal representative) Name and title of legal representative Part G Document control number (mandaty) Enter the document control number f the individual's electronic recd: Privacy Act, personal infmation bank numbers CRA PPU 005 and CRA PPU 175 T183 E (17) (Vous pouvez obtenir ce fmulaire en français à arc.gc.ca/fmulaires ou en composant le )