Skip to main content Skip to search

2024 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 currently registered for CRA email Notifications?YesNo

    Please provide the telephone number you would like CRA to have:0 characters

    Have you had a change in Marital status during the year?YesNo

    If Yes, please provide new status: 0 characters

    Do you have any new dependants for the year? 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

    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

    Did you sell your principal residence in 2024?YesNo

    Did you dispose of a housing unit (including rental or right to purchase) in 2024?YesNo

    Have there been any change in use of your property (ie. has all or part of your property become a rental or Vice Versa)?YesNo

    In 2024 did you own specified foreign property with a total cost at any time during the year of more than $100,000.00 CAD? YesNo

    - 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.

    Did you own an interest in a foreign affiliate at any time in 2024?YesNo

    Did you work from home in 2024 and receive a T2200 form from your employer to claim home office expenses?YesNo

    Are you claiming a small business? (also referred to as sole proprietorship). Note: this does not apply if your business is incorporated.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 have a foreign pension?YesNo

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

    Did you open and/or make contributions to the First Home Saving Account?YesNo

    Do you have a short-term rental (i.e. Airbnb, vrbo, etc.)?YesNo

    – If yes, are you compliant with the applicable provincial or municipal licensing, permitting or registration requirements? YesNo

    Are you claiming Nursing home expensesYesNo

    - If yes, have you already applied and been granted the Disability Tax Credit? YesNo

    Please check relevant items below:None applyDonationsInstalments paidInterest on loans to earn investment incomeInvestment council feesPension IncomeRetiring allowanceRRSP ContributionsSale of investments that are non-registered (ie. not an RRSP)Child care paymentSpousal support paymentsMedical expensesDisability Tax CreditStudent loan interestTuition feesScholarships, fellowship and bursaries receivedTeacher supply creditAny Occupational Skill Courses that you paid out of pocketProfessional and Union dues paidHome Buyers PlanFirst Home Savings AccountMoving expensesMulti-generational home renovationsHome accessibility tax creditLabour Mobility DeductionTools acquired by a trades person or eligible apprentice mechanicsAre you a volunteer fire fighter or search and RescueDigital News Subscription

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