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Chartered Professional Accountants serving Collingwood + surrounding area

2023 Personal Income Tax Checklist

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  • 2023 Personal Income Tax Checklist

2023 Personal Income Tax Checklist

APPLICANT 1

    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?YesNo
    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 2023?YesNo

    In 2023 did you own specified foreign property with a total cost at any time during the year of more than $100,000.00 CAD?
    - This may include holdings in non-registered investment accounts. Please request a T1135 report from your Financial Advisor and submit to us. If you are unsure, please check with your advisor. There is a $2,500.00 penalty for not filing the T1135 if required.
    - Or, did you own a rental property in foreign country? For example, in Florida, this also requires a T1135 filing if you rented it out.
    YesNo

    Did you own an interest in a foreign affiliate at any time in 2023YesNo

    Change in Family Status?YesNo

    Do you have an arrangement that may represent a bare trust (i.e. on title of parent's bank account, on title of a child's home, bank account in trust for a child, only one spouse on title of the marital residence, on title of a parent's home for estate planning purposes, etc. - please refer to our communication sent out in early February)YesNo

    b. Did you work from home more than 50% of the time for a period of at least 4 consecutive weeks in the year & required by your employer to do so?

    YesNo

    d. Did your employer reimburse you for all of your home office expenses?

    YesNo

    Did receive /require a T2200 Form to claim employment expenses? 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)?
    (If “no” is selected please write in “None 0”)
    YesNo Please note which of the benefits above were received and the amount

    Are you claiming a small business? (also referred to as sole proprietorship)YesNo

    Are you HST registered?YesNo

    Do you require us to prepare and file your HST return?YesNo

    Do you have income from a rental property?YesNo

    Do you have income from a farm?YesNo

    Do you want us to apply the pension split if applicable?YesNo

    Do you have additional comments or notes? 0 characters

    Did you repay Covid-19 support payments in 2023?YesNo

    Please check relevant items below:None applyChild care paymentsDisability Tax CreditDonationsHome Buyers PlanInstalments paidInterest on loans to earn investment incomeInvestment council feesMedical expensesMoving expensesPension IncomeRRSP ContributionsSale of investments that are non-registered (i.e. not an RRSP)Scholarships, fellowship and bursaries receivedSpousal support payments made (please provide a copy of your separation agreement if not provided previously)Student loan interestTeachers supply creditTuition FeesUnion DuesAny Occupational Skill Courses that you paid out of pocketFirst Home Savings AccountMulti-generational home renovationsTools acquired by a trades person or eligible apprentice mechanics

    APPLICANT 2

      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?YesNo
      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 2023?YesNo

      In 2023 did you own specified foreign property with a total cost at any time during the year of more than $100,000.00 CAD?
      - This may include holdings in non-registered investment accounts. Please request a T1135 report from your Financial Advisor and submit to us. If you are unsure, please check with your advisor. There is a $2,500.00 penalty for not filing the T1135 if required.
      - Or, did you own a rental property in foreign country? For example, in Florida, this also requires a T1135 filing if you rented it out.
      YesNo

      Did you own an interest in a foreign affiliate at any time in 2023YesNo

      Change in Family Status?YesNo

      Do you have an arrangement that may represent a bare trust (i.e. on title of parent's bank account, on title of a child's home, bank account in trust for a child, only one spouse on title of the marital residence, on title of a parent's home for estate planning purposes, etc. - please refer to our communication sent out in early February)YesNo

      b. Did you work from home more than 50% of the time for a period of at least 4 consecutive weeks in the year & required by your employer to do so?

      YesNo

      d. Did your employer reimburse you for all of your home office expenses?

      YesNo

      Did receive /require a T2200 Form to claim employment expenses? 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)?
      (If “no” is selected please write in “None 0”)
      YesNo Please note which of the benefits above were received and the amount

      Are you claiming a small business? (also referred to as sole proprietorship)YesNo

      Are you HST registered?YesNo

      Do you require us to prepare and file your HST return?YesNo

      Do you have income from a rental property?YesNo

      Do you have income from a farm?YesNo

      Do you want us to apply the pension split if applicable?YesNo

      Do you have additional comments or notes? 0 characters

      Did you repay Covid-19 support payments in 2023?YesNo

      Please check relevant items below:None applyChild care paymentsDisability Tax CreditDonationsHome Buyers PlanInstalments paidInterest on loans to earn investment incomeInvestment council feesMedical expensesMoving expensesPension IncomeRRSP ContributionsSale of investments that are non-registered (i.e. not an RRSP)Scholarships, fellowship and bursaries receivedSpousal support payments made (please provide a copy of your separation agreement if not provided previously)Student loan interestTeachers supply creditTuition FeesUnion DuesAny Occupational Skill Courses that you paid out of pocketFirst Home Savings AccountMulti-generational home renovationsTools acquired by a trades person or eligible apprentice mechanics

      APPLICANT 3

        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?YesNo
        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 2023?YesNo

        In 2023 did you own specified foreign property with a total cost at any time during the year of more than $100,000.00 CAD?
        - This may include holdings in non-registered investment accounts. Please request a T1135 report from your Financial Advisor and submit to us. If you are unsure, please check with your advisor. There is a $2,500.00 penalty for not filing the T1135 if required.
        - Or, did you own a rental property in foreign country? For example, in Florida, this also requires a T1135 filing if you rented it out.
        YesNo

        Did you own an interest in a foreign affiliate at any time in 2023YesNo

        Change in Family Status?YesNo

        Do you have an arrangement that may represent a bare trust (i.e. on title of parent's bank account, on title of a child's home, bank account in trust for a child, only one spouse on title of the marital residence, on title of a parent's home for estate planning purposes, etc. - please refer to our communication sent out in early February)YesNo

        b. Did you work from home more than 50% of the time for a period of at least 4 consecutive weeks in the year & required by your employer to do so?

        YesNo

        d. Did your employer reimburse you for all of your home office expenses?

        YesNo

        Did receive /require a T2200 Form to claim employment expenses? 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)?
        (If “no” is selected please write in “None 0”)
        YesNo Please note which of the benefits above were received and the amount

        Are you claiming a small business? (also referred to as sole proprietorship)YesNo

        Are you HST registered?YesNo

        Do you require us to prepare and file your HST return?YesNo

        Do you have income from a rental property?YesNo

        Do you have income from a farm?YesNo

        Do you want us to apply the pension split if applicable?YesNo

        Do you have additional comments or notes? 0 characters

        Did you repay Covid-19 support payments in 2023?YesNo

        Please check relevant items below:None applyChild care paymentsDisability Tax CreditDonationsHome Buyers PlanInstalments paidInterest on loans to earn investment incomeInvestment council feesMedical expensesMoving expensesPension IncomeRRSP ContributionsSale of investments that are non-registered (i.e. not an RRSP)Scholarships, fellowship and bursaries receivedSpousal support payments made (please provide a copy of your separation agreement if not provided previously)Student loan interestTeachers supply creditTuition FeesUnion DuesAny Occupational Skill Courses that you paid out of pocketFirst Home Savings AccountMulti-generational home renovationsTools acquired by a trades person or eligible apprentice mechanics

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