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  • More
    • Home
    • Income Tax
    • Accounting & Bookkeeping
    • Payroll
    • Business Plan
    • Personal Tax Checklist
    • CRA My Account
    • Calculators
    • Download
    • Currency Exchange Rates
    • Contact Us
    • CEBA
    • Cryptocurrency
    • RRSP 2020
  • Home
  • Income Tax
  • Accounting & Bookkeeping
  • Payroll
  • Business Plan
  • Personal Tax Checklist
  • CRA My Account
  • Calculators
  • Download
  • Currency Exchange Rates
  • Contact Us
  • CEBA
  • Cryptocurrency
  • RRSP 2020

Your Tax Checklist for 2020 personal income tax

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NEW CLIENTS

· Full legal name

· Date of birth

· SIN

· Address

· Phone number

· Photo ID

· Residency status in Canada (Citizen, PR, Refuge, …)

· Date of landing (for newcomers)

· Marital status 

· If married:

      Spouse full legal name, Date of Birth, SIN

      Spouse income (T slips, self-employed, rental, …)

      If your marital status changed in 2020, provide us with its date.

· Number of children

      Children name, Date of Birth, SIN

      Let us know if there is a newborn in 2020.


ALL CLIENTS

· Income information

      Employment income (T4)

      Investment income (T3, T5, …)

      Retirement income, grant, scholarship, government benefits, …. (T4RSP, T4PS, T4A, T5007, CERB, CRB, CESB, …)

      Self-Employed income (T4A, …) 

      Rental Income (need to complete our Rental Statement Excel template in Download tab)

· RRSP Contribution receipt if you contribute in 2020.

. Employment Expenses (T2200)

· Education:

      Did you receive T2202A from any college/university?

      Did you pay any exam fee?

      Did you receive any grant from college/university (T4A)?

      Interest on student loan 

· Did you pay for professional license or membership?

· Donation to charitable organization (if you received a receipt)

· Medical Expenses (need to complete Medical Expense Excel template  in Download tab)

  · Moving expenses (at least 40 kilometers closer to your new place of work)

· Childcare expenses (example: daycare, nanny, after school programs … BUT are)


QUESTIONS

· Are you first time home buyer in 2020? If yes, did you use RRSP as down payment?

· Did you pay rent or property tax in 2020? If yes, provide us with total rent paid, landlord or City name.

· Did you change your address in 2020?

· Did you sell any property in 2020?

· Do you have non personal use properties/assets out of Canada total more than $100,000 (example: Investment property, shop, office, saving, stock, ….) 

· Did your residency status changed from last time you files your tax return (example: PR to Citizen) 

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(Chartered Professional Accountant) - 

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