2012T1PERSONALTAXCHECKLIST

BACKGROUNDINFORMATIONONYOU Name:_______________________________SIN:__________________Dateofbirth:__________________ Spouse:______________________________SIN:__________________Dateofbirth:__________________ Maritalstatus:OsingleorseparatedOmarriedOcommon-lawOwidowedOdivorced Mailingaddress:______________________________City:_____________________Postalcode:_________ Contactinforma on:Ohome:________________Ocell:________________Oemail:_________________________ DEPENDANTS Name:________________________rela onship:___________SIN:_______________Dateofbirth:________________ Name:________________________rela onship:___________SIN:_______________Dateofbirth:________________ Name:________________________rela onship:___________SIN:_______________Dateofbirth:________________ Diddependantslivewithyouin2012?OyesOno Doanyofthedependentsqualifyforthedisabilityamount?OyesOno Eligiblechildrensartexpenses(max$500/child)orEligiblechildrenstnessamount(max$500/child) Tui onfeetransfersfromdependants(includesdomes candforeignuniversi es)?PleaseprovideT2202fortui on feesandexcess/unusedtui onfromdependants. Childcare(toenableaparenttoworkora endschool,summercampsareeligibleaswell):Nameofchild,organizaonname,SINofchildcareprovider,numberofweeksandtotalamountpaid. PLEASEENSUREYOUPROVIDEUSWITHTHEFOLLOWINGINFORMATION: Copyofyourprioryeartaxreturn(Newclientsonly) Installmentsyoumadefor2012taxes$_______________ AnycorrespondencereceivedfromCRA,suchasassessments,reassessments,objec ons,etc. AreyouaCanadianci zen?Pleaseindicateifyouhaveotherci zenshipaswell. Mandatoryforeignrepor ngchecklist:Didyouownanyforeignproperty(assetslocatedoutsideofCanadasuchas funds,sharesofnon-residentcorpora ons,indebtednessowedtonon-residents,interestinnon-residenttrusts,real propertyandotherproperty)atany mein2012withatotalcostofmorethanCAN$100,000.OyesOno Ifso,pleaseindicatewheretheinvestmentswerelocatedandthetotalincomereportedonyourtaxreturnresul ngfrom theinvestment. IfyoutravelregularlytotheU.S.(oranothercountry),pleaseindicatewhetheryouhavetravelledformorethan183 days,foranyreason. Pleaseinformusofanyothersignicanteventsastheymighthavetaxconsequences,suchasmovingprovincesorin andoutofCanada,taxreturnsledinothercountriesandforeigntaxespaid,death,etc.) 1

2012T1PERSONALTAXCHECKLIST
INCOME T4s(employmentincome),T4A(Pensionsandcontractwork),T4RSP(StatementofRRSPincome),T4OAS(Statement ofOldAgeSecurity),T5013(partnershipincome) Otherincome(CPP,disabilitybenets,UniversalChildBenet,EIbenets,protsharing,childsupport,foreignincome,deathbenets,WCB,studentscholarships,lumpsumincomesuchasre rementallowances,pensionor wrongfuldismissalse lements,RRIFpayout) T3s,T5s(investmentslips) Rentalincome:Ifapplicable,pleaserequestchecklist Self-employedbusinessorprofessionalac vi es:Ifapplicable,pleaserequestchecklist Forcapitalgainsandlosses,pleaseprovideuswiththeannualtradingsummary(thiscano enbeobtainedfromyour broker).Foranyinvestmentssoldduringtheyearwewillrequiretheadjustedcostbasetocalculatethegainorloss. Pleasesummarizeasaddi onalfeesmayapplyforthecalcula onofadjustedcostbases. DEDUCTIBLEEXPENSES:ALLOFTHESEREQUIRERECEIPTS Homeoce:Ifapplicable,pleaserequestchecklist Foremployeeandcommissionsalespersonexpenses: TheT2200taxformmustbesignedbyyouremployer includingthedollaramountreimbursed. Carryingchargesandinterestexpensesrelatedto earninginvestmentincome(safetydepositboxrental, investmentmanagementfees,interestonmoney borrowedtoearninvestmentincome,etc.) AllowableBusinessinvestmentloss(ABIL),taxshelter slips,RRSPcontribu onsordeduc onforelected pensionspli ng,disabilitysupportdeduc ons Annualunionorprofessionaldues Interestonstudentloans Tradespersontooldeduc on Areyouinaqualiedappren ceshiptrainingprogram? Movingexpensesincurredtobeatleast40kilometersclosertoworkorschool Spousal/childsupportpaymentspleaseprovide courtorderedorwri enagreementinsupportof alimonyormaintenance TAXCREDITS:REQUIRERECEIPTSORFORMS Volunteerreghterstaxcredit Publictransitpasscredit:Pleaseprovidepassesand receiptsformonthly(orlonger)publictransitpasses. Familycaregiveramount:Fordependantswitha physicalormentalimpairmentyoumaybeeligibleto claimanaddi onal$2,000.Doctorsnoteisrequired. First- meHomeBuyersTaxCredit Adop onexpenses(childunder18yearsofage) Medicalexpensesnetofanyreimbursementfrom privateinsurance.Includepremiumsforextended healthandoutofcountrymedicalcoverage.Please summarize,totalanda achoriginalcopies.Addi onalfeesmayapplyfortotallingreceipts. Charitableand/orpoli caldona ons:ocialdonaonreceiptsarerequired. Formoreinforma on,pleasecontact: SumeetSangha,CA Partner Direct:604-728-7949 sumeet@sanghasoppit.com EvaSoppit,CA Partner Direct:604-722-4031 eva@sanghasoppit.com