Tax Checklist - AH Accounting & Tax Services

ah aCCOUNTING & TAX SERVICES

Make your taxes

Existing or new client

Returning client New client

Tax Return for which year(s)?

Tax Payer Name (First and Last)

First Name

Last Name

Spouse SIN

Spouse Date of Birth

Spouse Email Address

Phone 1

Phone 2

Province of Residence on Dec 31

Are you a resident of Canada for tax purposes?

Yes No Other

In case we are not doing spouse or common-law partner taxes, provide "Net Income" Line 23600

Current Address

Address Line 1

City

State / Province / Region

Postal / Zip Code

Marital status

If marital status has changed during last year, provide date

Citizenship status

New immigrant to Canada provide entry date

Did you sell principal residence during the year?

If the principal residence is sold, report Purchase Year, Sold Date and Sold Price **Election Is Required**

If the taxpayer has passed away in the current tax year, it's important to note that their principal residence will also be considered as deemed disposed of. Therefore, please ensure that this information is reported in the tax return.

Change in Use Of Property

if the property was principal residence and changed to a rental property or it was a rental property and changed to principal residence. Election will be required. Notify Us and also review your taxes, once you receive'em back. A separate fee will apply to complete this election

Rental address

Rent paid at this address

Name of landlord to whom the payments was made.

Number of months of tenancy at this address

Provide Details

Do you own any foreign property, investments, stocks, trust interest, or any financial interest with an aggregate cost of $100,000 Canadian? Any type or form whatsoever. Prepare T1135 (if yes complete checklist) Do you have dependants?

In case of US citizen, prepare my US taxes as well.

No Yes

TABLE 1 - SELECT TYPE OF INCOME/DEDUCTIONS TO SEE RELEVANT TABLES

Select the appropriate tables choices by clicking the square box, to see the detailed Tables from 2 to 9.

Tax Documents Submission

Please advise how would you send us the tax documents. Please select appropriate option.

Source of tax documents.

Tax documents submitted with this form We will email them info@ahaccounting.ca We will bring paper documents to office Documents are uploaded to ShareFile - client portal Other

How do you want to received your NOA from CRA? only one option

I would like to receive paper NOA through Canada Post. I would like to register and sign up for online mail with CRA to view and access NOA. I am already registered for online with CRA and can view/access NOA.

Contact

Get in touch for accounting and bookkeeping services.

Services

(250) 420-1129

info@ahaccounting.ca

Consultation