PERSONAL INCOME TAX CHECKLIST

Name________________________________ SIN________________________

Address _________________________________________________________

City_________________________________ Postal Code__________________

Telephone (Residence)__________________(Business)___________________

Telephone (Cell)_______________________(Fax)________________________

Birth date____________________________Marital status__________________

Spouse’s name_______________________Spouse’s SIN__________________

Spouse’s birth date_________________________________________________

If Change in Marital Status, provide date of change________________________

If Residency has changed for tax purposes, provide date of change___________

Income Sources:	Yourself	Spouse
- Did you earn any employment or commission income? If so, please attach all T4 and T4A slips
- Did you receive any Old Age Security, Canada Pension Plan benefits or other pensions or superannuation? If so, please attach T4A (OAS), T4A (P) and T4A slips.
- Did you receive Universal Child Care benefits? Please attach RC62 slip.
- Did you receive any employment insurance benefits? If so, attach T4E slip.
- Did you earn any interest or dividend income? If so attach T5, T3 and/or T600 slips.
- Did you own any Canada Saving Bonds? Please ensure that I have the series number and face value of all bonds.
	Yourself	Spouse
- Did you make any investments in limited partnerships? If so, please attach T5003, T5013 slips and related interest expense on money borrowed to invest in partnerships.
- Did you own any rental properties? Please ensure that I have the gross rental incomes as well as all related expenses including: property taxes, repairs and maintenance, mortgage interest, insurance, utilities, strata fees, advertising and management fees.
- Did you buy or sell any mutual funds, stocks, precious metals, etc. if so, please provide details as to acquisition cost, sales proceeds, commissions paid, dates acquired and sold.
- Did you sell any real estate properties? If so, please provide acquisition date, cost, sales proceeds, commissions and legal expenses incurred.
- Did you receive any child support, alimony or separation allowance? If so, how much?
- Did you withdraw funds from your R.R.S.P. plan? If so, attach T4RSP slip.
- Did you receive any scholarships, bursaries, and research grants or directors fees? Please provide details.