Personal Tax Organizer Template - Fillable Page 2
Download a blank fillable Personal Tax Organizer Template - Fillable in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Personal Tax Organizer Template - Fillable with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3Universal Child Care Benefits (UCCB) – Is RC62 slip attached?
Yes
No
If the taxpayer is a single parent, is the UCCB designated to a dependant?
Yes
No
7.
General Income/Deductions
T4 slips – Employment income?
Yes
No
T4A – Commission and self-employment?
Yes
No
T4E – Employment insurance?
Yes
No
T5007 – Social assistance?
Yes
No
Employment income or taxable benefits not shown on the T4 slip?
__________________________________
Amount paid for union and professional dues and organization names?
__________________________________
List of child care expenses, with receipts, for each child?
Yes
No
List of moving expenses paid in the year?
Yes
No
List of support payments made or received?
Yes
No
List of deductible employment expenses?
Yes
No
Is a signed form T2200 attached?
Yes
No
8.
Pension Income
T4A – Pension, retirement and annuity income?
Yes
No
T4AP – 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 – Registered retirement savings plan income?
Yes
No
T4RIF – Registered retirement income fund income?
Yes
No
Does the taxpayer elect to split eligible pension income with his/her spouse or
common-law partner?
Yes
No
9.
Investment Income/Deductions
T3 – Income from trust allocations?
Yes
No
T5 – Investment income?
Yes
No
T4PS – Income from profit sharing plans?
Yes
No
T5013/T5013(A) – Partnership income?
Yes
No
T5008 – Income from securities transactions?
Yes
No
Did the taxpayer dispose of property during the year? If so, provide the following details in a separate list:
Description of
Expenses for
Date Acquired
Date Disposed of
Sales Proceeds
Cost
Property
Disposal
Interest paid to earn
Rental fee on safety
Accounting/
investment income
______________
deposit box
_________________
legal fees
_______________
10.
Self-Employment/Business Income
Financial statement(s)/ schedule of revenue and expenses attached?
Yes
No
Has the taxpayer registered to be eligible for Employment Insurance special benefits?
Yes
No
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial