PERSONAL TAX RETURN ORGANIZER FOR THE TAX YEAR
1. Personal Information
Name SIN Date of Birth Phone (Bus.)
Taxpayer
Spouse
Address Phone (Res.)
Marital Status: Married Single Common-law Separated Divorced
Widowed
If your marital status changed during the year, please indicate
the date.
If married or common-law, and we are not preparing their return,
please indicate his/her Net Income from Line 236 of their 2016
income tax return.
Did you sell your principal residence during the year? Yes
No
If YES, your are required to report the disposition of your
principalresidence to the CRA. Please download and fill out the
‘Principal Residence Declaration’.
2. Personal Information
3. Foreign Reporting
Did the either you or your spouse own or hold foreign property
with a total cost of more than $100,000CAN at any time during the
year?
If you answered YES, please provide us with the applicable
information. If you have any questions, please contact the
office.
Yes No
4. Dependants
Name Relationship Date of Birth SIN Disability Amount Income
Page 1 of 3
Are you a Canadian citizen?
Is your spouse a Canadian citizen ? (if applicable)
Do you authorize the CRA to provide your names, address, and
dates of birth to Elections Canada to update his/her information on
the National Register of Electors.
Is your name different from last year’s return?
Did you move in or out of Canada last year?
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
Are you transferring education amounts or tuition from a
dependent?
If YES, please have them sign and date their T2202A
Yes No
© 2017 The Cloud Accountant Inc.This document is provided for
informational purposes only and does not constitute professional
tax advice.
Users are cautioned to seek professional advice regarding their
particular circumstances.
Home Accessibility Tax Credit
Are you eligible?
1. You can claim an amount for the eligible expenses for a
qualifying renovation of an eligible dwelling, if: you are a
qualifying individual (an individual who is 65 years of age or
older at the end of a year OR you are an individual who is eligible
for the disability tax credit for the year); or
2. You are an eligible individual (see below) making a claim for
a qualifying individual.
A qualifying individual is defined by the CRA as: (a) an
individual who is eligible for the disability tax credit for the
year; or (b) an individual who is 65 years of age or older at the
end of a year.
An eligible individual is defined by the CRA as:
(a) a spouse or common-law partner of a qualifying individual;
or
(b) for a qualifying individual who is 65 years of age or older,
an individual who has claimed the amount for an eligible dependent
(line 305), caregiver amount (line 315) or amount for infirm
dependents age 18 or older (line 306) for the qualifying
individual, or could have claimed such an amount if: (i) the
qualifying individual had no income; (ii) for the eligible
dependent amount, the individual was not married or in a common-law
partnership; and (iii) for the amount for an infirm dependent age
18 or older, the qualifying individual was dependent on the
individual because of mental or physical infirmity.
(c) If (b) does not apply, an individual who is entitled to
claim the disability amount for the qualifying individual or would
be entitled if no amount was claimed for the year by the qualifying
individual or the qualifying individual's spouse or common-law
partner.
Do you have an eligible dwelling?
An eligible dwelling is a housing located in Canada and meets at
least one of the following conditions:
(a) it is owned (either jointly or otherwise) by the qualifying
individual and it is ordinarily inhabited (or is expected to be
ordinarily inhabited) in the year by the qualifying individual,
or
(b) it is owned (either jointly or otherwise) by the eligible
individual and is ordinarily inhabited (or is expected to be
ordinarily inhabited) in the year by the eligible individual and
the qualifying individual, and the qualifying individual does not
throughout the year own (either jointly or otherwise) and
ordinarily inhabit another housing unit in Canada.
What renovations or expenses are eligible and ineligible?
A qualifying renovation is a renovation or alteration that is of
an enduring nature and is integral to the eligible dwelling
(including the land that forms part of the eligible dwelling). The
renovation must:
(a) allow the qualifying individual to gain access to, or to be
mobile or functional within, the dwelling; or
(b) reduce the risk of harm to the qualifying individual within
the dwelling or in gaining access to the dwelling.
An item you buy that will not become a permanent part of your
dwelling is generally not eligible.
Please note: this document has been summarized using text from
the CRA Website. Individuals are cautioned that this has been
provided for information purposes only and professional advice
should be sought regarding your specific circumstances.
© 2017, The Cloud Accountant Inc.
Attachment
Sheet1
SCHOOL SUPPLY TAX CREDIT
Client Name:
Instructions: please tick the box that applies, and then
complete the chart below and enter the full amount of the proceeds
of disposition for the property.
Initial:I represent that I am "eligible teacher" in that I hold
a teacher’s certificate that is valid in the province or territory
in which I am employed OR I am an eligible early childhood educator
holds a certificate or diploma in early childhood education that is
recognized in the province or territory in which I am employed.
Initial:I represent that I am employed at an elementary or
secondary school or a regulated child care facility.
Initial:I represent that, if requested by the CRA, I can provide
a certification from my employer that I am elgible to claim the
eligible supplies expense.
Initial:I acknowledge that The Cloud Accountant Inc. ("TCAI")
and/or Arden Vanderhorst Professional Corporation ("AVPC") are
relying my representations in order to prepare my income tax
return. I agree to indemnify and hold harmless TCAI, AVPC and their
partners, agents or employees, from and against any and all losses,
costs (including solicitors fees), damages, expenses, claims,
demands or liabilities arising out of or in consequence with me
providing them an incorrect representation on this submission.
An eligible supplies expense is an amount paid in the year by an
eligible teacher or early childhood educator for teaching supplies
that are:
(a)purchased by the teacher or educator for teaching or
facilitating learning, and directly consumed or used in an
elementary or secondary school or in a regulated child care
facility in the performance of the teacher or educator’s duties of
employment;
(b)not reimbursable and not subject to an allowance or other
form of assistance (unless the reimbursement, allowance or
assistance is included in the income of the teacher or educator and
not deductible); and
(c)not deducted or used in calculating a deduction from any
person’s income for any taxation year.
Examples include:
Construction paper for activities, flashcards for activity
centres; Items for science experiments, such as seeds, potting
soil, vinegar, baking soda and stir sticks; Art supplies such as
paper, glue and paint; and Various stationary items, such as pens,
pencils, posters and charts. The only durable goods that qualify as
teaching supplies are listed below: games and puzzles; books for
the classroom; containers such as plastic boxes or banker boxes;
and educational support software.
&8© 2017 The Cloud Accountant Inc. This document is provided
for informational purposes only and does not constitute
professional tax advice. Users are cautioned to seek professional
advice regarding their particular circumstances.
Sheet2
Date of Purchase (M/D/YY)VendorBrief DescriptionAmount
&8© 2017 The Cloud Accountant Inc. This document is provided
for informational purposes only and does not constitute
professional tax advice. Users are cautioned to seek professional
advice regarding their particular circumstances.
Attachment
7. Pension Income Splitting
We will automatically optimize the splitting of pension income
unless we hear from you to the contrary.
8. Investment Income/Deductions
Did the taxpayer earn investment income? Yes No
Page 2 of 3
9. Other Items
Was the taxpayer self-employed during the year?
Yes No
If YES, please download and fill out the Self-Employment
Summary.
If YES, please attach the following slips, in addition to any
other information needed, if applicable: T3, T5, T5008, T5013 slips
and details
Interest paid to earn investment income Accounting/legal
fees
6. Income & Expenses
Please see the enclosed envelope for organizing your various
slips and receipts.
This could include, but not limited to, the following:T4, T4A,
T4A(P), T4A(OAS), T4(RCA), T4(E), T4(PS), T4(RSP), T4(RIF),
RC62
Are you claiming a deduction for spousal support?
If YES, please provide us with the amount in addition to the SIN
number of the recipient. Please note the CRA may later request you
to provide a copy of the Separation Agreement/Court Order and
confirmation of the amounts paid. You are responsible for being
able provide this information.
5. Prior Year Tax Return Information/Correspondence
Is a copy of the Notice of Assessment for last year's tax return
attached? Yes NoIf NO, please attach
Are you a new client of the firm? Yes No
If YES, is a copy of your 2016 tax return attached in addition
to your 2016 Notice of Assessment ?
Other than the Notice of Assessment for your tax return, did you
receive any other correspondence from the Canada Revenue
Agency?
If YES, please attach Yes No
Did the taxpayer have rental income?
Yes No
If YES, please download and fill out the Rental Income
Summary.
Yes No
Did the taxpayer have employment expenses? Yes No
If YES, please download and fill out the Employment Expenses
Summary. Also, please be sure to include your T2200.
© 2017 The Cloud Accountant Inc. This document is provided for
informational purposes only and does not constitute professional
tax advice.
Users are cautioned to seek professional advice regarding their
particular circumstances.
10. Other Credits
Did you purchase your first house, townhouse or condo during the
year, and you or your spouse/common-law partner did not own a home,
townhouse or condo during the previous four years?
Note: House, townhouse or condo must be located in Canada and
closing must have been sometime in 2016.
Yes No
If YES, you may qualify for a $5,000 non-refundable tax credit
on your 2016 taxes.
Please use this space to record any notes that you want to bring
to our attention.
Page 3 of 3
Did you incur expenses during the year to make your dwelling
more accessiblefor an individual who is 65 years old or older?
If YES, please attach official receipts. For more information
about this credit, please refer to the PDF on the website.
Are you claiming education amounts or tuition for yourself?If
YES, please be sure to include your T2202A.
Yes No
Yes No
Are you claiming medical expenses?
If YES, please attach official receipts. For prescriptions,
please be sure provide us with a summary from the pharmacy or
provider, not the individual receipts.
Are you claiming charitable or political donations?If YES,
please attach all the official receipts.
Are you claiming the School Supply Tax Credit? If YES, please
download and fill out the ‘School Supply Tax Credit Summary’.
Are you applying for Rental or Property Tax Credit?If YES,
please be sure to include Rental Receipts or Property Tax Statement
showing your total Final 2016 Taxes.
Yes No
Yes No
Yes No
Yes No
© 2017 The Cloud Accountant Inc. This document is provided for
informational purposes only and does not constitute professional
tax advice.
Users are cautioned to seek professional advice regarding their
particular circumstances.
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