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