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2022 Personal Income Tax Checklist

2022 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 2022? YesNo

    Did you own specified property/ investments at any time in 2022 with a total cost of more than $100,000.00 Cdn?YesNo

    Did you own an interest in a foreign affiliate at any time in 2022YesNo

    Change in Family Status? YesNo

    Did you work from home due to COVID-19 and are applying for the $2/day tax credit? If so please confirm:

    a. Did you work from home during 2022 because of the Covid-19 pandemic?

    YesNo - ( Answer No to b, c, d, e )

    b. You worked from home more than 50% of the time for a period of at least 4 consecutive weeks in the year?

    YesNo

    c. You are only claiming a home office expense and no other employment expense?

    YesNo

    d. Your employer did not reimburse you for all of your home office expenses?

    YesNo

    e. Please provide the number of days you worked from home in 2022 (write '0' if it is not the case)

    Did you receive/ do you require a T2200? YesNo

    If you have a sole proprietorship (small business) did you claim the Canada Emergency Wage Subsidy (CEWS), the Canada Emergency Rental Subsidy (CERS), the Canada Emergency Business Account loan (CEBA) or Canada Recovery Hiring Program (CRHP)? YesNo Please note which of the benefits above were received and the amount

    Are you claiming a small business (a business that is not incorporated)? YesNo

    HST registered? YesNo

    HST return required? YesNo

    Are you claiming a rental property? YesNo

    Are you pension splitting? YesNo

    Do you have additional comments or notes? 0 characters

    Did you receive the Canada Recovery Caregiving Benefit (CRCB), Canada Recovery Sickness Benefit (CRSB), or Canada Worker Lockdown Benefit (CWLB)? 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 DuesAny Occupational Skill Courses that you paid out of pocket

      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 2022? YesNo

      Did you own specified property/ investments at any time in 2022 with a total cost of more than $100,000.00 Cdn?YesNo

      Did you own an interest in a foreign affiliate at any time in 2022YesNo

      Change in Family Status? YesNo

      Did you work from home due to COVID-19 and are applying for the $2/day tax credit? If so please confirm:

      a. Did you work from home during 2022 because of the Covid-19 pandemic?

      YesNo - ( Answer No to b, c, d, e )

      b. You worked from home more than 50% of the time for a period of at least 4 consecutive weeks in the year?

      YesNo

      c. You are only claiming a home office expense and no other employment expense?

      YesNo

      d. Your employer did not reimburse you for all of your home office expenses?

      YesNo

      e. Please provide the number of days you worked from home in 2022 (write '0' if it is not the case)

      Did you receive/ do you require a T2200? YesNo

      If you have a sole proprietorship (small business) did you claim the Canada Emergency Wage Subsidy (CEWS), the Canada Emergency Rental Subsidy (CERS), the Canada Emergency Business Account loan (CEBA) or Canada Recovery Hiring Program (CRHP)? YesNo Please note which of the benefits above were received and the amount

      Are you claiming a small business (a business that is not incorporated)? YesNo

      HST registered? YesNo

      HST return required? YesNo

      Are you claiming a rental property? YesNo

      Are you pension splitting? YesNo

      Do you have additional comments or notes? 0 characters

      Did you receive the Canada Recovery Caregiving Benefit (CRCB), Canada Recovery Sickness Benefit (CRSB), or Canada Worker Lockdown Benefit (CWLB)? 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 DuesAny Occupational Skill Courses that you paid out of pocket

        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 2022? YesNo

        Did you own specified property/ investments at any time in 2022 with a total cost of more than $100,000.00 Cdn?YesNo

        Did you own an interest in a foreign affiliate at any time in 2022YesNo

        Change in Family Status? YesNo

        Did you work from home due to COVID-19 and are applying for the $2/day tax credit? If so please confirm:

        a. Did you work from home during 2022 because of the Covid-19 pandemic?

        YesNo - ( Answer No to b, c, d, e )

        b. You worked from home more than 50% of the time for a period of at least 4 consecutive weeks in the year?

        YesNo

        c. You are only claiming a home office expense and no other employment expense?

        YesNo

        d. Your employer did not reimburse you for all of your home office expenses?

        YesNo

        e. Please provide the number of days you worked from home in 2022 (write '0' if it is not the case)

        Did you receive/ do you require a T2200? YesNo

        If you have a sole proprietorship (small business) did you claim the Canada Emergency Wage Subsidy (CEWS), the Canada Emergency Rental Subsidy (CERS), the Canada Emergency Business Account loan (CEBA) or Canada Recovery Hiring Program (CRHP)? YesNo Please note which of the benefits above were received and the amount

        Are you claiming a small business (a business that is not incorporated)? YesNo

        HST registered? YesNo

        HST return required? YesNo

        Are you claiming a rental property? YesNo

        Are you pension splitting? YesNo

        Do you have additional comments or notes? 0 characters

        Did you receive the Canada Recovery Caregiving Benefit (CRCB), Canada Recovery Sickness Benefit (CRSB), or Canada Worker Lockdown Benefit (CWLB)? 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 DuesAny Occupational Skill Courses that you paid out of pocket

        Collingwood CPA, corporate accountant, chartered accountant, tax advice, income tax filing