Personal Tax Organizer Template - Fillable Page 3
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3If an owner/manager, did the taxpayer have a shareholder loan outstanding during the year?
Yes
No
If yes, provide details of borrowings and repayments: ______________________________________________________________
If the taxpayer used a vehicle for business, are the vehicle expenses and both total and
business mileage attached?
Yes
No
If the taxpayer used a portion of his/her home for business, are the home expenses and
both total and business square footage attached?
Yes
No
Is a list of all new asset additions attached?
Yes
No
11.
Rental Income
If the taxpayer owned rental property, is a statement of rental income attached?
Yes
No
12.
RRSP Contributions
T-slip for contributions made attached?
Yes
No
13.
Other Credits
T2202 – Tuition/education amount for taxpayer?
Yes
No
T2202 – Tuition/education amount claimed on transfer from dependant?
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?
Yes
No
Receipts for charitable donations or donations made by way of gifting an item in kind?
Yes
No
Were any loans associated with the charitable donations?
Yes
No
Receipts for political contributions?
Yes
No
Tickets for public transit?
Yes
No
Receipts/listing for fitness and extracurricular activity amounts paid for each child?
Yes
No
Statement for new home to claim the home buyer’s amount?
Yes
No
Amount of property taxes/rent paid in the year?
Yes
No
14.
Prior Year Tax Return Information/Correspondence
Is a copy of the Notice of Assessment for last year’s tax return attached?
Yes
No
If new to the firm, are tax returns (and corresponding Notices of Assessment)
for the last three years attached?
Yes
No
If taxpayer claimed a loss carryback in any of the preceding 3 years,
are the Notices of Reassessment for those years attached?
Yes
No
Is a copy of any other correspondence from the Canada Revenue Agency
attached?
Yes
No
If you would like your tax refund deposited directly into your account, is a void
cheque attached?
Yes
No
Is your statement of instalments paid for the year attached?
Yes
No
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