2025 PERSONAL INCOME TAX CHECKLIST "*" indicates required fields Step 1 of 13 7% FacebookThis field is for validation purposes and should be left unchanged.Personal InformationName* First Last Date of Birth* MM slash DD slash YYYY SIN*Email* Phone* Spousal InformationName First Last Date MM slash DD slash YYYY SINEmail (if different) Phone (if different) AddressAddress* Street Address City AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince Edward IslandQuebecSaskatchewanYukon Province Postal Code Did your address change during the year?* Yes No Marital StatusOn December 31, 2025 your marital status was:* Single Married Common-law Divorced Separated Widowed Did your marital status change in 2025?* Yes No If yes, what was the effective date of change? MM slash DD slash YYYY DependentsListNameRelationDate Of BirthSINDisability (Y/N)T2201 Disability tax credit certificate (Y/N) Add Remove General QuestionsAre you a Canadian citizen? Yes No If yes, should your name, address, date of birth, and citizenship information be supplied to Elections Canada? Yes No Did you authorize the CRA to share your name and email address to Ontario Health for the purpose of being contracted by email about organ and tissue donation? Yes No Did you open a First Home Savings Account? Yes No Foreign Reporting – T1135Did you own or hold foreign property with a total cost between CAN$100,000 and CAN$250,000 at any time during the year? Yes No (If yes, please provide the total foreign income and capital gains earned during the year along with the top 3 foreign jurisdictions by cost. If your foreign investments are held through a financial institution, they can provide a foreign asset report.) Did you own or hold foreign property with a total cost of more than CAN$250,000 at any time during the year? Yes No (If yes, please provide a detailed list of the total cost base, foreign income and capital gains earned during the year for each specific asset grouped by type of asset in each foreign jurisdiction. If your foreign investments are held through a financial institution, they can provide a foreign asset report.)Did you own or hold foreign property with a total cost of more than CAN$250,000 at any time during the year? Yes No (If yes, please provide a detailed list of the total cost base, foreign income and capital gains earned during the year for each specific asset grouped by type of asset in each foreign jurisdiction. If your foreign investments are held through a financial institution, they can provide a foreign asset report.) Regular Income and DeductionsT4- slips - Employment income Yes No Any Employment income or taxable benefits not shown on the T4 slip? Yes No Provide details.T4A Commission and self-employment? Yes No T4E - Employment insurance Yes No Amounts paid for union and professional dues (with receipts)? Yes No Listing of childcare expenses, with receipts, summarized for each child? Yes No Listing of moving expenses paid and for whom? Yes No Listing of spousal support payments made or received? Yes No Is a signed Form T2200 (Employment expenses) included? Yes No Pension IncomeT4A - Pension, retirement, and annuity income? Yes No T4A (P) - Canada pension plan benefits? Yes No T4A (OAS) - Old age security pension slip/ foreign pensions? Yes No T4A-RCA - Retirement compensation arrangements? Yes No T4RSP (RRSP income) or T4RIF — (RRIF income)? Yes No Pension splitting - Does the taxpayer elect to split eligible pension income with spouse or common-law partner? Yes No Investment IncomeT3 - Income form trust allocations? Yes No T5 - Investment income? Yes No T4PS - Income from profit sharing plans? Yes No T5013 - Partnership income? Yes No Capital gains/Losses – Did you sell any investments in your non-registered accounts during the year? Please obtain a Realized Gain/Losses Summary from your broker or through your online investment account. Yes No Provide summary of interest and / or management fees paid to earn investment income or accounting/legal fees? Yes No (with description of the expense to allow us to determine if deductible) Rental IncomeIf you owned rental property, is a schedule of rental income and expenses included? Yes No Please download and complete the Rental Property Template SpreadsheetIs this the first year you purchased your rental property? Yes No Do you use a portion of any rental properties as your personal residence? Yes No Was there any change in the use of any properties you owned during the year? Yes No Self-Employment/Business IncomeSchedule of revenue and expenses included? Yes No Please download and complete the Self-Employment-Business-Income for Accountant SpreadsheetRRSPReceipts for contributions made included? Yes No Were any amounts repaid during the year to a home buyers' plan or a lifelong learning plan? Yes No Are you a first-time home buyer or acquiring a home for a related person with a disability - you may qualify for a tax credit? Contact me for more details. Yes No Other CreditsT2202 Tuition amount for taxpayer or being claimed on transfer from dependent? Yes No Receipt or amount for taxpayer's student loan interest? Yes No Receipts/listing of all medical expenses paid in the year for taxpayer, spouse, and dependants included? Yes No Receipts for charitable donations or in-kind donations in kind Yes No List of eligible teaching supplies purchased (for teachers or early childhood educators only)? Yes No Receipts for the digital news subscription credit? Yes No Amount of property taxes/rent paid in the year and name of landlord/ municipality? Yes No Did you pay any instalments for the year? Yes No
