Personal Tax Organizer Template - Fillable
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3PERSONAL TAX ORGANIZER
For the year ____________
Please complete this T1 Organizer before your appointment. Please attach all applicable slips, lists, and
other supplemental information.
1.
Personal Information
Date of Birth
Phone
Name
SIN
(dd/mm/yy)
Office
Ext
Taxpayer
Spouse
Address
Home
Mobile
Email:
Marital Status:
Married
Single
Common-law
Separated
Divorced
Widowed
If married or common-law, should your return be filed jointly with your spouse’s return?
Yes
No
If marital status changed during the year, provide date of change (dd/mm/yy): ______________________________
2.
Residence
Province or territory of residence on December 31
_______________________
Did the taxpayer immigrate to Canada or emigrate from Canada during the year?
Yes
No
If yes, provide date of entry into Canada ______________________ or date of departure ____________________________
3.
Elections Canada
Is the taxpayer a Canadian citizen?
Yes
No
If yes, the taxpayer authorizes the CRA to provide his/her name, address and date of birth
to Elections Canada to update his/her information on the National Register of Electors.
Yes
No
4.
Foreign Reporting
Did the taxpayer own or hold foreign property with a total cost of more than CDN$100,000
at any time during the year? If yes, please provide list.
Yes
No
5.
Change in Personal or Financial Situation During the Year
Date the taxpayer declared bankruptcy during the year
______________________
______________________
Date the taxpayer refinance a business with new or revised debt
Date the taxpayer closed a bank account or investment account
______________________
6.
Dependants
Disability
Child Care
Name
Relationship
Date of Birth
SIN
Income
Amount
Expenses
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