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2020 Personal Income Tax Checklist

2020 Personal Income Tax Checklist

    Have you had a change of address during the year? YesNo
    If yes, please fill in the new address below:
    0 characters

    Are you a Canadian Citizen? YesNo
    Do you authorize CRA to provide your name, DOB, address and citizenship to Elections Canada for them to update the National Register of Electors? YesNo
    Did you sell your principal residence in 2020? YesNo
    Did you own specified foreign property/investments at any time in 2020 with a total cost of more than $100,000.00 Cdn? YesNo
    Change in Family Status? YesNo
    Are you claiming a home office for 2020 and confirm you are eligible per CRA requirements? YesNo
    Do you require a T2200? YesNo
    Did you claim CEWS? How much was claimed for 2020? YesNo Amount
    Are you claiming a small business? YesNo
    HST registered? YesNo
    HST return required? YesNo
    Are you claiming a rental property? YesNo
    Are you pension splitting? YesNo

    Please check relevant items below: Child care paymentsDisability Tax CreditDonationsHome Buyers PlanInstalments paidInterest on loans to earn investment incomeInvestment council feesMedical expensesMoving expensesPension IncomeRRSP ContributionsSale of Investments outside RRSPScholarships, fellowship and bursaries receivedSpousal support payments madeStudent loan interestTeachers supply creditTuition FeesUnion Dues

    Do you have additional comments or notes? 0 characters

      Have you had a change of address during the year? YesNo
      If yes, please fill in the new address below:
      0 characters

      Are you a Canadian Citizen? YesNo
      Do you authorize CRA to provide your name, DOB, address and citizenship to Elections Canada for them to update the National Register of Electors? YesNo
      Did you sell your principal residence in 2020? YesNo
      Did you own specified foreign property/investments at any time in 2020 with a total cost of more than $100,000.00 Cdn? YesNo
      Change in Family Status? YesNo
      Are you claiming a home office for 2020 and confirm you are eligible per CRA requirements? YesNo
      Do you require a T2200? YesNo
      Did you claim CEWS? How much was claimed for 2020? YesNo Amount
      Are you claiming a small business? YesNo
      HST registered? YesNo
      HST return required? YesNo
      Are you claiming a rental property? YesNo
      Are you pension splitting? YesNo

      Please check relevant items below: Child care paymentsDisability Tax CreditDonationsHome Buyers PlanInstalments paidInterest on loans to earn investment incomeInvestment council feesMedical expensesMoving expensesPension IncomeRRSP ContributionsSale of Investments outside RRSPScholarships, fellowship and bursaries receivedSpousal support payments madeStudent loan interestTeachers supply creditTuition FeesUnion Dues

      Do you have additional comments or notes? 0 characters

        Have you had a change of address during the year? YesNo
        If yes, please fill in the new address below:
        0 characters

        Are you a Canadian Citizen? YesNo
        Do you authorize CRA to provide your name, DOB, address and citizenship to Elections Canada for them to update the National Register of Electors? YesNo
        Did you sell your principal residence in 2020? YesNo
        Did you own specified foreign property/investments at any time in 2020 with a total cost of more than $100,000.00 Cdn? YesNo
        Change in Family Status? YesNo
        Are you claiming a home office for 2020 and confirm you are eligible per CRA requirements? YesNo
        Do you require a T2200? YesNo
        Did you claim CEWS? How much was claimed for 2020? YesNo Amount
        Are you claiming a small business? YesNo
        HST registered? YesNo
        HST return required? YesNo
        Are you claiming a rental property? YesNo
        Are you pension splitting? YesNo

        Please check relevant items below: Child care paymentsDisability Tax CreditDonationsHome Buyers PlanInstalments paidInterest on loans to earn investment incomeInvestment council feesMedical expensesMoving expensesPension IncomeRRSP ContributionsSale of Investments outside RRSPScholarships, fellowship and bursaries receivedSpousal support payments madeStudent loan interestTeachers supply creditTuition FeesUnion Dues

        Do you have additional comments or notes? 0 characters

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