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: