Personal Income Tax Checklist

To prepare your Personal Income Tax, bring in the following details for you and your spouse:

  • Your Name
  • Social Insurance Number
  • Date of Birth
  • Address
  • Citizenship (if not Canadian)
  • Primary contact telephone numbers
  • Email address
  • If your marital status changed during the year, provide date of change
  • Details of any dependants
  • Spouse’s Name
  • Social Insurance Number
  • Date of birth
  • Relationship to you
  • Number of months lived in your household
  • Net income
  • Prior tax information
  • Copy of prior year Tax Return submitted (for new clients only)
  • Prior year government notice of assessment from CRA
  • If you owned foreign property with a total cost of more than CAD $100,000 at any time in the year:
    • Type of property
    • Cost
    • Location