New Client Personal Tax Package
|
|
- Derick Barton
- 5 years ago
- Views:
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 )
Early Childhood Staff Grant Application Form
Early Childhood Staff Grant Application Form SECTION 1 For completion by the Early Childhood Staff: (Please Print) First Name: Last Name: Mailing Address: Phone: Email: I am a NEW applicant. I have completed
More informationLa Capitale HBP-RRSP Loan Procedure
La Capitale HBP-RRSP Loan Procedure Forms to be completed (PDF files) HBP-RRSP Loan Contract T129 Application/Instructions for RSP (for the HBP) T016 Home Buyers Plan (HBP) Request To Withdraw Funds From
More informationWORK STUDY. Bi-Weekly Work Study Payroll - Timesheet Schedule
2017-2018 WORK STUDY Bi-Weekly Work Study Payroll - Timesheet Schedule Start Date End Date Timesheet Deadline to Payroll Officer on 28.08.2017 09.09.2017 11.09.2017 10.09.2017 23.09.2017 25.09.2017 24.09.2017
More informationMonthly UTM and WUSC Payroll Schedule
2017-2018 Monthly UTM and WUSC Payroll Schedule Instructions: 1. Print your name, social insurance number and student number on each timesheet. 2. Submit your completed timesheets each month by the deadline
More informationComplete AVC Transfer Package Package includes: - Transferring Funds to Your AVC Account form - Forms T2033 and T2151
AVC Fund Transfer Transferring funds from a registered retirement savings vehicle to an AVC Account Information Sheet Lump sum transfers to an AVC account can be made from the following registered retirement
More informationPayroll Bank Authorization Form for Direct Deposit
Payroll Bank Authorization Form for Direct Deposit INSTRUCTIONS FOR COMPLETION To ensure that your account number is correct, please attach a cheque marked "VOID" for an account with chequing privileges
More informationIncome Tax and Benefit Return
T1 GENERAL 2017 Protected B when completed Income Tax and Benefit Return Step 1 Identification and other information Identification Print your name and address below. ON 8 First name and initial Last name
More informationIncome Tax and Benefit Return. Complete all the sections that apply to you. For more information, see the guide. Postal code
Solution : Exercise 1 High school student Protected B when completed T1 GENERAL 2015 Income Tax and Benefit Return Complete all the sections that apply to you. For more information, see the guide. Identification
More informationThe T2 Short Return. Except for Quebec and Alberta, the T2 Short Return also serves as a provincial or territorial income tax return.
Who can use the T2 Short Return? The T2 Short Return The T2 Short Return is a simpler version of the T2 Corporation Income Tax Return. There are two categories of corporations that are eligible to use
More informationIncome Tax and Benefit Return Complete all the sections that apply to you. For more information, see the guide.
Canada Revenue Agence du revenu Agency du Canada T1 GENERAL 2015 RC-15-119 Income Tax and Benefit Return Complete all the sections that apply to you. For more information, see the guide. Identification
More informationRequest for a Business Number
FOR OFFICE USE Request for a Business Number BN Fill in this form to apply for a business number (BN). If you are a sole proprietor with more than one business, your BN will apply to all your businesses.
More information2016 Tax Summary (Federal)
Pilot, George-Chapter 4 Example SIN: 527 000 145 Printed: 2017/02/20 15:21 Summary Total income Employment * Old Age Security CPP/QPP benefits Other pensions Split-pension amount Universal Child Care Benefit
More informationT2 Corporation Income Tax Return (2016 and later tax years)
T2 Corporation Income Tax Return (206 and later tax years) This form serves as a federal, provincial, and territorial corporation income tax return, unless the corporation is located in Quebec or Alberta.
More informationThe T2 Short Return. information to report, you do not have to attach these schedules; however, they will be accepted if filed.
The T2 Short Return Who can use the T2 Short Return? The T2 Short Return is a simpler version of the T2 Corporation Income Tax Return. There are two categories of corporations that are eligible to use
More informationSTUDENT TEACHER SUBSTITUTE TEACHER EMPLOYMENT APPLICATION INFORMATION
STUDENT TEACHER SUBSTITUTE TEACHER EMPLOYMENT APPLICATION INFORMATION PLEASE READ BEFORE COMPLETING APPLICATION FORM: This application form is for a Student Teacher to complete if (s)he is applying for
More informationIndividual Return for Certain Taxes for RRSPs, RRIFs, RESPs or RDSPs
Identification First name and initial(s) Individual Return for Certain Taxes for RRSPs, RRIFs, RESPs or RDSPs Last name Enter the tax year for this return Year Mailing address: Apt No Street number Street
More informationCanada Revenue Agency (CRA) Process for Non-Resident of Canada Reduced Withholding Tax Application
Canada Revenue Agency (CRA) Process for n-resident of Canada Reduced Withholding Tax Application Competitor Process for filing with Canada Revenue Agency If you have already obtained an ITN (Individual
More informationReconciliation of 2017 Business Income for Tax Purposes
General information Reconciliation of 2017 Business Income for Tax Purposes Use this form if you: are electing to have a fiscal period that does not end on December 31, effective for the first fiscal period
More informationCHECKLIST PUBLIC SERVICE SUPERANNUATION PLAN RETIREMENT APPLICATION. Nova Scotia Pension Services Corporation PO Box 371 Halifax, NS B3J 2P8
1-800-774-5070 toll free (902) 424-5070 local (902) 424-0662 fax e-mail: pensionsinfo@nspension.ca www.novascotiapension.ca CHECKLIST PUBLIC SERVICE SUPERANNUATION PLAN RETIREMENT APPLICATION SEND: TO:
More informationForm CT-1040X Amended Connecticut Income Tax Return for Individuals
Department of Revenue Services State of Connecticut (Rev. 12/13) Print type in blue black ink. On iginal return: Fm CT-1040X Amended Connecticut Income Tax Return f Individuals Single Head of household
More informationASIAN SPECIAL OPPORTUNITIES FUND SICAV
Luxembourg investment company with variable capital () SUBSCRIPTION FORM To be sent to the Agent: EDMOND DE ROTHSCHILD ASSET MANAGEMENT (Luxembourg) 20 Boulevard Emmanuel Servais - L-2535 Luxembourg -
More informationForm CT-1040X Amended Connecticut Income Tax Return for Individuals
Department of Revenue Services State of Connecticut (Rev. 12/17) 1040X 1217W 01 9999 Complete this fm in blue black ink only. Type print. Fm CT-1040X Amended Connecticut Income Tax Return f Individuals
More informationStatement of Farming Activities
Statement of Farming Activities For more information on how to fill in this form, see Guide T00, Farming and Fishing Income. Identification Your name Your social insurance Farm name Business Farm address
More informationForm CT-1040X Amended Connecticut Income Tax Return for Individuals
Department of Revenue Services State of Connecticut (Rev. 12/18) 1040X 1218W 01 9999 Complete this fm in blue black ink only. Type print. Fm CT-1040X Amended Connecticut Income Tax Return f Individuals
More informationPayroll Bank Authorization Form for Direct Deposit
Payroll Bank Authorization Form for Direct Deposit INSTRUCTIONS FOR COMPLETION To ensure that your account number is correct, please attach a cheque marked "VOID" for an account with chequing privileges
More informationIncome Tax Guide for Electing Under Section 216
Income Tax Guide for Electing Under Section 216 2016 T4144(E) Rev. 16 Is this guide for you? T his guide is for you if you were a non-resident of Canada (see the definition below) for all or part of 2016
More informationT1013 Form T1013, Authorizing or Cancelling a Representative FAQs for tax preparers. 2.0 What are the benefits of sending Form T1013 electronically?
1.0 What s new for 2015? 1.1 W series messages Most T1013 forms sent electronically are processed immediately; but sometimes it is not possible to update the authorization right away. In those cases, you
More informationIf you have any questions when completing this application please speak to your Financial Adviser.
Prudential Investment Plan Prudential Investment Plan Additional Investment application fm Please use black ink and write in CAPITAL LETTERS tick 4 as appropriate. Any crections must be initialled. Please
More informationclaiming a benefit for a terminal illness or terminal medical condition
claiming a benefit f a terminal illness terminal medical condition HS 1146.3 03/18 ISS3 If you are diagnosed with a terminal illness terminal medical condition, you may be eligible to claim f: 1. Death
More informationWORK STUDY. Bi-Weekly Work Study Payroll - Timesheet Schedule
2018-2019 WORK STUDY Bi-Weekly Work Study Payroll - Timesheet Schedule Start Date End Date Timesheet Deadline to Payroll Officer on 27.08.2018 08.09.2018 10.09.2018 09.09.2018 22.09.2018 24.09.2018 23.09.2018
More informationWelcome to Tax Season!
Welcome to Tax Season! Please be sure to collect all tax slips and records before making an appointment. We have included a very useful tax checklist to help you assemble your tax information. Please bring
More informationProtected B when completed 055 Do not use this area. 200 Code Business number (BN)... Corporation's name
T2 Corporation Income Tax Return (2014 and later tax years) This form serves as a federal, provincial, and territorial corporation income tax return, unless the corporation is located in Quebec or Alberta.
More informationT4RSP and T4RIF Guide
F T4RSP and T4RIF Guide T4079(E) Rev. 17 Is this guide for you? This guide has information on how to fill out the T4RSP and T4RIF information returns. You can find samples of these forms in Appendix A
More informationMoriyama Wolsey, Chartered Accountants
PERSONAL TAX ORGANIZER For the Year 2015 Please complete this T1 Organizer before your appointment. Attach all applicable slips, lists and other supplemental information. 1. PERSONAL INFORMATION Taxpayers
More information2016 Tax Summary (Federal)
Musician, Buddy-Chapter 4 Problem SIN: 527 000 061 Printed: 2017/02/25 16:24 Summary Total income Employment * Old Age Security CPP/QPP benefits Other pensions Split-pension amount Universal Child Care
More informationReconciliation of 2018 Business Income for Tax Purposes
General information Use this form if you: Reconciliation of 2018 Business Income for Tax Purposes are self-employed business person, including a self-employed commission salesperson, professional, a farmer,
More informationUnit Trust Tax Free Savings Application form
Unit Trust Tax Free Savings Application fm The tax free unit trust allows you to make flexible contributions and does not require you to commit to any future contributions. You can withdraw amounts from
More informationElections Canada (see Help)
First name Last name Mailing Address: Canada Revenue Agency Agence du revenu du Canada T1 GENERAL 2010 Identification Income Tax and Benefit Return ON 7 Information about you THE LATE ERIC Your social
More informationDON T DON T DO NOT , DON T DO NOT DON T
Common errs that delay processing Kansas Income Tax fms are designed to be imaged on our computers, enabling us to process your tax return faster and with fewer errs. In der f our system to wk at its best
More informationCANADIAN PERSONAL TAX RETURN CHECKLIST
Roohi & Associate Chartered Professional Accountants LLP CANADIAN PERSONAL TAX RETURN CHECKLIST 2016 Tax Returns Please enter the number of t- slips or receipts you are submitting for each section. Name:
More informationChildren s Fitness Tax Credit and Arts Amounts Effective the 2017 and subsequent taxation years, both credits have been eliminated.
Tax measures that may affect your return ******Principal Residence***** On October 3, 2016 CRA made an administrative change to reporting requirements for the sale of a principal residence. Usually the
More informationSell your own Investment Account to use your inherited ISA allowance
Sell your own Investment Account to use your inherited ISA allowance To sell your existing holdings to open an ISA using your inherited ISA allowance How to fill in this fm: Use this fm if you are making
More informationis a registration number for businesses such as corporations, partnerships, and sole proprietorships. Trust account number
INSTRUCTIONS T2062A Request by a Non-Resident of Canada for a Certificate of Compliance Related to the Disposition of Canadian Resource or Timber Resource Property, Canadian Real Property (Other than Capital
More informationStock Transfer of Investment Funds (in the event of a death)
Stock Transfer of Investment Funds (in the event of a death) Internal Ref: Fm D How to fill in this fm: This should be completed by all Execut(s) Administrat(s) and be sent to us with a sealed Grant of
More informationSUBSTITUTE TEACHER EMPLOYMENT APPLICATION INFORMATION
SUBSTITUTE TEACHER EMPLOYMENT APPLICATION INFORMATION PLEASE READ BEFORE COMPLETING APPLICATION FORM: This application form is for substitute teachers to complete and return. An application is not considered
More informationSIN # SIN # Divorced. Yes Yes
204-6465 Millcreek Drive, Mississauga, Ontario L5N 5R3 Telephone 905-821-9215 Facsimile 905-821-8212 2013 Tax Return Checklist Your name Your spouse Address SIN # Birthdate / / SIN # Birthdate / / Work
More informationOvernight paperwork: Charge my account (please refer to the fee schedule) Overnight paperwork: Charge this overnight number Overnight provider
P 1.800.962.4238 W www.pensco.com Traditional/SEP/Roth Transfer/Rollover Request IMPORTANT INFORMATION This fm is to be completed by an IRA Account Owner who wishes to make a transfer, rollover direct
More informationWestpac KiwiSaver Scheme First Home Purchase Withdrawal Form
Westpac KiwiSaver Scheme First Home Purchase Withdrawal Fm BT Funds Management (NZ) Limited is the scheme provider and Westpac New Zealand Limited is the distribut of the Westpac KiwiSaver Scheme. Use
More informationSUBSTITUTE TEACHING EMPLOYMENT APPLICATION
Dear Applicant: SUBSTITUTE TEACHING EMPLOYMENT APPLICATION Thank you for considering employment with the Louis Riel School Division. In order to process your application, please ensure that the following
More informationBonCap income declaration form 2016 P.O. Box 1101, Florida Glen 1708 Call Centre Fax (011)
This fm is only to be used by members who have selected the BonCap Option. Broker House Name: Aon SouthAfrica (Pty) Ltd BonCap income declaration fm 2016 P.O. Box 1101, Flida Glen 1708 Call Centre 0860
More informationREGULATION 105 WAIVER APPLICATION
Protected B when completed Instructions REGULATION 105 WAIVER APPLICATION Use this form if you are a non-resident self-employed individual or corporation and want to apply for a reduced amount of Regulation
More informationBackground Information
Background Information This information will be used to determine your filing status. If you have recently married, be sure that your spouse has a social security number and, that if her name has been
More information0001CSA1710MEM. Superannuation Contribution Splitting Form CSA1710MEM / / MALE FEMALE
This fm should be used if you want to split eligible concessional contributions with your spouse. If your spouse is not already a QIEC Super member, they will need to complete the Member Application Fm
More informationPrairie Rose School Division
Prairie Rose School Division Employee Information Form PLEASE ENCLOSE A VOID CHEQUE OR BANK FORM FOR DIRECT DEPOSIT INFORMATION First Name: Middle Initial: Last Name: Mailing Address: City/Town: Postal
More informationThe T2 Short. If the corporation does not fit into either of the above categories, please file a regular T2 Corporation Income Tax Return.
The T2 Short Who can use the T2 Short? The T2 Short is a simpler version of the T2 Corporation Income Tax Return. There are two categories of corporations that are eligible to use this return: You can
More informationPermit Information Package
Permit Information Package (STAGE CAUCUS 2 GENERAL) I.A.T.S.E. Local 212 Motion Picture and Stage Technicians International Alliance of Theatrical Stage Employees, Moving Picture Technicians, Artists and
More informationSIPP TOP UP APPLICATION FORM (for existing customers only)
FundsNetwk Self Invested Personal Pension provided by Standard Life. Standard Life Assurance Limited is the provider and administrat of the scheme and Standard Life Trustee Company Limited is the trustee
More informationTransfer Authorization for Registered Investments
Page 1 of 5 Transfer Authization f Registered Investments *indicates mandaty fields This fm must be used f Registered Investments (RRSP, LIRA, LRSP, RRIF, LRIF, LIF, PRIF, Restricted LSP, Restricted LIF
More information1 2 3 Complete in full the first 3 forms with your personal, employment and residency information.
InStruCtIOnS It s quick and easy to get your canadian tax refund. Just follow the 3 steps below. 1 2 3 Complete in full the first 3 forms with your personal, employment and residency information. Please
More information*1* * * *DD8108*
ELECTRONIC FUND TRANSFER DISCLOSURE 136 E Madison Street Lake Mills, Wisconsin 53551 Telephone Banking (888)454-1009 (920)648-8336 www.bankoflakemills.com F purposes of this disclosure the terms "we",
More informationSUBSTITUTE TEACHING EMPLOYMENT APPLICATION
Dear Applicant: SUBSTITUTE TEACHING EMPLOYMENT APPLICATION Thank you for considering employment with the Louis Riel School Division. In order to process your application, please ensure that the following
More informationPension or Provident Preservation Fund application
4971329106 No. 16.0 June 2013 Pension Provident Preservation Fund application Please complete this fm if you wish to become a member of the Allan Gray Pension Preservation Fund the Allan Gray Provident
More informationLohn Caulder LLP. Comprehensive Checklist for Your 2017 Personal Income Tax Return
Lohn Caulder LLP Comprehensive Checklist for Your 2017 Personal Income Tax Return The filing due date this year will be Monday, April 30, 2018 Please fill in the information, or check the applicable boxes,
More informationYear Month Day Address of head office Has this address changed since the last. 040 Type of corporation at the end of the tax year (tick one)
é T2 Corporation Income Ta Return EEMPT FROM TA This form serves as a federal, provincial, and territorial corporation income ta return, unless the corporation is located in Quebec or Alberta. If the corporation
More informationé Non-Profit Organization (NPO) Information Return
é Non-Profit Organization (NPO) Information Return This return is for: non-profit organizations (NPOs) described in paragraph 149(1)(l) of the Income Tax Act; and organizations described in paragraph 149(1)(e)
More informationLifeSave. Investment Bond Savings Plans. Application Form. Policy Owner Details First Owner
Application Fm LifeSave Investment Bond Savings Plans This application fm covers Savings Plus, Special Savings Plus and Investment Bond products. Regular Contribution Plan Type (as per the illustration)
More informationNo February Investor details. Surname First name(s) Date of birth ID number (Passport number if foreign national) Income tax number
5615432804 No. 18.0 February 2014 etirement Annuity Fund application Please complete this fm if you wish to become a member of the Allan Gray etirement Annuity Fund. Allan Gray Investment Services Proprietary
More informationPlease complete this T1 Organizer before your appointment. Please attach all applicable slips, receipts, lists, and other supplemental information.
PERSONAL TAX ORGANIZER For the year 2017 Please complete this T1 Organizer before your appointment. Please attach all applicable slips, receipts, lists, and other supplemental information. 1. Personal
More informationRequest by a Non-Resident of Canada for a Certificate of Compliance Related to the Disposition of Taxable Canadian Property INSTRUCTIONS T2062
Request by a Non-Resident of Canada for a Certificate of Compliance Related to the Disposition of Taxable Canadian Property INSTRUCTIONS T2062 All legislative references are to the Canadian Income Tax
More informationSUBSTITUTE TEACHER EMPLOYMENT APPLICATION INFORMATION
SUBSTITUTE TEACHER EMPLOYMENT APPLICATION INFORMATION PLEASE READ BEFORE COMPLETING APPLICATION FORM: This application form is for substitute teachers to complete and return. An application is not considered
More informationLohn Caulder LLP. Comprehensive Checklist for Your 2016 Personal Income Tax Return
Lohn Caulder LLP Comprehensive Checklist for Your 2016 Personal Income Tax Return The filing due date this year will be Monday, May 1, 2017 Please fill in the information, or check the applicable boxes,
More informationMET Collective Investments (RF) (Pty) Ltd repurchase form
MET Collective Investments (F) (Pty) Ltd repurchase fm Contract Number U Imptant: Please read the minimum disclosure documents (MDDs, also known as fact sheets) f each ptfolio befe signing this fm. Kindly
More informationApplication checklist
PENSION ANNUITY Application Fm Imptant please read carefully. Just is a trading name of Just Retirement Limited. Where you see Just in this fm, this means Just Retirement Limited. Please consider and answer
More information2017 Personal Income Tax Return Checklist
2017 Personal Income Tax Return Checklist PLEASE COMPLETE THIS CHECKLIST AND FORWARD to KMSS, along with all of the following information, as soon as you believe that you have obtained the majority of
More informationFlexible Investment Bond Request to make an additional payment
Flexible Investment Bond Request to make an additional payment Application Please complete in block capitals and tick the small boxes where appropriate. Applications can only be accepted from UK residents
More informationThalidomide Survivors Contribution Program Ongoing Support Payments Form
Ongoing Suppt Payments Fm Page 1 of 5 Please complete this fm to tell us how you want to receive your Thalidomide Survivs Contribution Program Ongoing Payments. Any change to your payment preferences will
More informationMark Feldstein & Associates Professional Corporation Chartered Accountants
Mark Feldstein & Associates Professional Corporation Chartered Accountants 20 Crown Steel Drive, Unit # 12, Markham, Ontario L3R 9X9 Tel: 905-474-2440 Fax: 905-474-2441 February 12, 2013 Dear Client: Enclosed
More informationTax Instruction Letter
Tax Instruction Letter To: From: Subject: Eligible Holders who hold Units of Canso Select Opportunities Fund ( the Fund ) Canso Select Opportunities Corporation ( NewCo ) Tax Instruction Letter for Eligible
More informationRC435 E (15) Protected B when completed Rollover from a Registered Education Savings Plan to a Registered Disability Savings Plan
RC435 E (15) Protected B when completed Rollover from a Registered Education Savings Plan to a Registered Disability Savings Plan Legislative references on this form are from the "Income Tax Act". This
More informationTax return for 2009 prepared for. Tania McIntyre by UFile.ca
2009 Tax return for 2009 prepared for Tania McIntyre by UFile.ca Executive summary for 2009 taxation year Taxpayer Name Social insurance number Date of birth Province of residence Tania McIntyre 644-838-989
More informationElectronic filers manual for 2014 income tax returns. Chapter 2 Error messages
Electronic filers manual for 2014 income tax returns Chapter 2 Error messages Ce document est disponible en français RC4018(E) Rev. 14 Table of contents What s new... 1 Introduction... 2 How error codes
More informationRequest for a Business Number and Certain Program Accounts
Request for a Business Number and Certain Program Accounts BN FOR OFFICE USE Fill in this form to apply for a business number (BN) and to register for certain program accounts. If you are a sole proprietor
More informationLohn Caulder LLP. Comprehensive Checklist for Your 2013 Personal Income Tax Return
Lohn Caulder LLP Comprehensive Checklist for Your 2013 Personal Income Tax Return The filing due date this year will be Wednesday April 30, 2014 Please fill in the information, or check the applicable
More informationELECTRONIC FUND TRANSFER DISCLOSURE AND AGREEMENT
ELECTRONIC FUND TRANSFER DISCLOSURE AND AGREEMENT Hamilton Bank 410-823-4510 www.hamilton-bank.com F purposes of this disclosure and agreement the terms "we", "us" and "our" refer to Hamilton Bank. The
More informationT1 Filing Season Digital Service Enhancements. CRA/CPA Webinar
T1 Filing Season Digital Service Enhancements CRA/CPA Webinar 2017 Targets for Online Filing EFILE Digital services will be expanded to remove additional exclusions February 2017 Multiple Jurisdictions
More informationCovered California for Small Business (CCSB)
Covered Califnia f Small Business (CCSB) Application f Employers Covered Califnia f Small Business offers a new way f small employers to offer health insurance to employees. Who can use this application?
More informationForeign Income Verification Statement
Foreign Verification Statement Protected B when completed For departmental use. This form must be used for the 2015 and later taxation years. Complete and file this form if at any time in the total cost
More informationT2 Corporation Income Tax Return (2018 and later tax years)
T2 Corporation Income Tax Return (2018 and later tax years) This form serves as a federal, provincial, and territorial corporation income tax return, unless the corporation is located in Quebec or Alberta.
More information2006 Individual Income Tax 500 and 500EZ Forms and General Instructions
IT 511 State of Gegia Department of Revenue 2006 Individual Income Tax 500 and 500EZ Fms and General Instructions FROM THE COMMISSIONER This booklet provides infmation to assist individuals with 2006 Gegia
More informationCanada Revenue Agency's Electronic Services - Information and Services At Your Fingertips! Diane Foucault February 28, 2011
Canada Revenue Agency's Electronic Services - Information and Services At Your Fingertips! Diane Foucault February 28, 2011 Electronic Services Fast and simple services at your fingertips view account-specific
More informationVoluntary Disclosures Program (VDP) Application
Voluntary Disclosures Program (VDP) Application Canada Revenue Agency Stamp DO NOT USE THIS AREA Use this form to make an application to correct inaccurate or incomplete information, or to disclose information
More informationDeclaration of eligibility for benefits (reduced tax) under a tax treaty for a hybrid entity
Declaration of eligibility for benefits (reduced tax) under a tax treaty for a hybrid entity Protected B when completed NR303 Use this form if you are a hybrid entity that is: Subject to tax under Part
More informationLearning about Taxes With Intuit ProFile 2018/19. Chapter 4: A Basic T1
Learning about Taxes With Intuit ProFile 2018/19 Chapter 4: A Basic T1 Copyright Copyright 2019 Intuit, Inc. All rights reserved. Intuit, Inc. 5100 Spectrum Way, Mississauga, ON L4W 5S2 Trademarks 2019
More informationKANSAS INDIVIDUAL INCOME TAX and/or FOOD SALES TAX REFUND. School District No. County Abbreviation
K40 (Rev. 7/02) DO NOT STAPLE KANSAS INDIVIDUAL INCOME TAX and/ FOOD SALES TAX REFUND 114502 Infmation Your First Name Spouse s First Name City Town Post Office Initial Initial Last Name Last Name Mailing
More information2017 PERSONAL INCOME TAX RETURN CHECKLIST
2017 PERSONAL INCOME TAX RETURN CHECKLIST We cannot E-File without permission in advance. We will provide E-file forms for signature upon completion of personal tax returns. A copy of the form must be
More informationLohn Caulder LLP. Comprehensive Checklist for Your 2018 Personal Income Tax Return
Lohn Caulder LLP Comprehensive Checklist for Your 2018 Personal Income Tax Return The filing due date this year will be Tuesday, April 30, 2019 Please fill in the information, or check the applicable boxes,
More informationChecklist 2017 Personal Income Tax Return
Checklist 2017 Personal Income Tax Return Please fill out the form below and return it to our office along with your tax information and documents. Documents can be sent through email or fax, or alternatively
More informationThe Taxstar 5-Minute Tax Questionnaire TAXSPOT TAX CENTER EDITION
The Taxstar 5-Minute Tax Questionnaire TAXSPOT TAX CENTER EDITION Fill Out This Questionnaire Put a question mark in areas you do not understand We will call you for clarification, if needed. Sign and
More informationComputer Specifications for Data Filed on Magnetic Media T5, T5008, T4RSP, T4RIF, NR4, and T3
Computer Specifications f Data Filed on Magnetic Media T5, T5008, T4RSP, T4RIF, NR4, and T3 Available on-line only T4031(E) Rev. 03 What s New f 2003 T here are no changes to the T5, T5008, T4RSP, T4RIF,
More informationElectronic Filers Manual
Electronic Filers Manual Chapter 2 Error Messages 2015, 2016, 2017 and 2018 Income Tax and Benefit Returns Ce document est disponible en français RC4018(E) Rev. 18 Table of contents Page What s new...3
More information