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About Us
Services
News & Information
FAQ
Contact
Client Portal
File My 2024 Taxes
File My 2023 Taxes
File My 2022 Taxes
File My 2021 Taxes
Pay an Invoice
Client Vault
Register/deregister Email w Connect Live
2020 Tax Checklist
Name
*
First
Last
Email
*
Are you?
*
A returning client?
A new client?
Has your address changed since we last did your return?
*
Yes
No
Current Address
*
Street Address
Address Line 2
City
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland & Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
Province
Postal Code
Phone
*
Relationship status
*
Relationship status
Married
Living Common Law
Widowed
Divorced
Separated
Single
Name of Spouse
First
Last
Number of Dependent Children
*
Income For 2020
Employment (T4)
COVID 19 Benefits (CERB T4A)
Pension (T4A)
CPP/Old Age Security (T4A(P)/T4A(OAS)
Employment Insurance(T4E)
Dividends/Interest (T5/T600)
RRSP, RPP, RRIF, DPSP (T4RSP/T4RIF)
Estate/Trust Income (T3)
Spousal support received
Partnerships/Tax Shelter (T5013/T101)
Foreign Income/taxes
Other (Please provide details below)
Amount of Spousal Support Received in 2020
Description of Other Income
Deductions/Credits - Please provide information or receipts.
RRSP Contributions
Union/Professional Dues (May be on T4)
Child Care Expenses
Moving Expenses
Accounting/Legal Fees
Investment Counsel Fees
Interest paid on Investments
Tuition Fees
Interest paid on student loans
Medical/attendant care expenses
Charitable donations
Political donations
Trade person's tool receipts and T2200
Employment expenses (must provide T2200 from employer)
Spousal Support Paid
Other deductions or credits (Please provide details below.)
Details of Other Deductions/Credits
Capital Transactions
Sale of principal residence during 2020
Stocks/Bonds/mutual fund sales
Sale of investment property
Tax Shelters
Sale of other capital assets (Please provide details below)
Details of other capital assets
Other sources of Income
Rental Income and Expenses
Business/Professional Income and Expenses
Self employed Commission Income
Farming/Fishing income
Did you pay tax installments for 2020 to CRA
*
Yes
No
Amount paid for 2020 Year to CRA for Installments
Choose a method of sending your documents/forms to us for preparation of your taxes.
*
Upload documents from secure link as part of this checklist
Send me a secure private link so I can upload scanned documents or pictures from my phone, tablet or computer.
Pick-Up/Drop off or by mail
Fax documents to 250-924-4245
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