Canadian T1 Tax Return Preparation Checklist

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* 1. What is your full name?

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* 2. If you are completing this survey as part of a couple, please provide their full name as well.

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* 3. Would you like to sign your tax documents electronically?

Yes

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* 4. What is your email address?

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* 5. If this survey is being completed on behalf of a couple, please include your partner's email address.

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* 6. What is your telephone number?

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* 7. What is your current residential address?

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* 8. Did your residential address change in 2024?

Yes

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* 9. Do you authorize the Canada Revenue Agency to give your name, address, date of birth, and citizenship to Elections Canada to update the National Register of Electors?

Yes

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* 10. If you live in Ontario, do you authorize the CRA to share your name and email address to Ontario Health for the purpose of being contacted by email about organ and tissue donation?

Yes

N/A

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* 11. If you currently receive paper copies of your Notice of Assessment, are you interested in receiving your Notice of Assessment electronically only? Note: This would require you to register for "My Account" with CRA.

Yes

Already Registered

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* 12. If yes to the previous question, please provide the email address you would like CRA to use here:

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* 13. Are you a Canadian resident for tax purposes?

Yes

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* 14. Did you or your spouse or common-law partner add a child (children) to your family in 2024?

Yes

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* 15. Do you have any children or dependents under the age of 18 in 2024?

Yes

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* 16. Are you providing care for someone who meets any of the following descriptions?

Spouse

Your parent, grandparent, aunt, uncle, niece, or nephew

Your child, grandchild, brother or sister under 18 years of age

Your child, grandchild, brother, or sister 18 years of age or over with an impairment in physical or mental functions

N/A

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* 17. For Nova Scotia residents, have you paid fees towards sports or arts activities for children under the age of 19?

Yes

N/A

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* 18. Did you own specified foreign property at any time in 2024 with a total cost of more than CAN$100,000?

Yes

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* 19. Did you earn income from a payer in the United States or any other foreign country in 2024?

Yes

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* 20. Did you earn employment income in 2024?

Yes

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* 21. Did you earn self-employment or business income in 2024?

Yes

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* 22. Did you receive any income from investments (e.g. interest, dividends)?

Yes

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* 23. If a resident of BC, did you rent in 2024?

Yes

N/A

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* 24. Did you receive income from any other source?

Yes

If "Yes", please specify.

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* 25. Did you have business use of a vehicle in 2024?

Yes

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* 26. Did you dispose of capital property in 2024 outside of your Verecan Managed Account?

Yes

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* 27. Did you make any charitable donations?

Yes

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* 28. Did you incur any medical expenses?

Yes

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* 29. Did you have any tuition or education amounts to claim?

Yes

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* 30. Did you have any childcare expenses?

Yes

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* 31. Did you have any RRSP or FHSA (First Home Savings Account) contributions?

Yes

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* 32. Did you have any other deductions or credits to claim?

Yes

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* 33. Did you sell your principal residence in 2024?

Yes

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* 34. Did you buy a home in 2024?

Yes

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* 35. Did you relocate for employment purposes in 2024?

Yes

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* 36. Did you incur any expenses in 2024 to improve the safety of your home for someone over the age of 65 or someone eligible for the disability tax credit?

Yes

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* 37. Did you convert all or part of a home from a rental property into your principal residence, or from your principal residence into a rental property in 2024?

Yes

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* 38. For BC Residents Only: Do you authorize CRA to share your full name, email address and postal code to BC Transplant for the purpose of being contacted by email about organ and tissue donation?

Yes

N/A

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* 39. We've included a document checklist for your convenience.

Notice of Assessment (if we are filing your return for the first time)

Previous Year Tax Return (if we are filing your return for the first time)

Current Year Installment Summary

All Issued T4 Slips

RSP Contribution Receipts

Employment Expenses (T2200)

Professional & Union Dues Receipts (If not included in T4)

Interest Charges on Investment Loans (Statement of Interest Charges)

Investment Management Fees (Annual Account Statement)

Child Care Expenses (Receipts)

Support Payments (Record of Payments Made)

Tuition/Student Loan Interest (Receipts, T2202A)

Medical (Receipts, Travel Records, Premiums for Private Health Plan)

Digital News Subscription (Receipts)

Adoption Expenses (Receipts)

Charitable Donatations (Receipts)

Moving Expenses (Receipts)

Volunteer Firefighter/Search & Rescue (Support Letter)

The information provided in this questionnaire is collected solely for the purpose of preparing your personal income tax return in accordance with applicable Canadian tax laws. Please ensure that all information is accurate, complete, and up-to-date. Our firm relies on the information you provide, and we are not responsible for any errors or omissions resulting from incomplete or inaccurate disclosures.

While we strive to maximize applicable tax credits and deductions, tax planning and advice are beyond the scope of this questionnaire. Please consult with us directly if you require specific tax planning services or advice.

All information provided will be treated as confidential and handled in compliance with applicable privacy laws. By completing this questionnaire, you consent to the use of your information for tax preparation purposes and acknowledge that our firm is not liable for any tax liabilities, penalties, or interest resulting from inaccurate or incomplete information.

If you have any questions while completing the questionnaire, please contact us for assistance.