Personal Tax Checklist « Kara Business Solutions

Personal Tax Checklist

Fields marked with an * are required

Name *

Address *

Postal Code *

Email *

Contact Number *

Marital Status

Have we filed your taxes before?

Is all essential information the same from last year?

If you answered “NO”, how is it different?

What is your personal birthdate?

Are you self employed?

Do you have a GST number?

What is the GST number and access code?

Do you have dependents?

Dependents

If you answered “Yes” please list your dependents below.Name, Relationship, DOB, Physically or Mentally Infirmed, Income, Child Care Expenses

Real Property

Real Property: You are required to report basic information on your tax return when you sell your principal residence in order to claim your principal residence exemption.

Did you sell real property in 2020, including a principal residence?

Real Property Details

If yes, please provide the following:
Address of the property sold
Date of acquisition
Original cost of the property
Proceeds of disposition
Purchaser’s statement of adjustments from your original purchase
Seller’s statement of adjustment (space)

Are you a Canadian Citizen?

Citizenship

If you are a U.S. citizen have you been filling U.S. Returns?

At any time in 2020, did you own or acquire the following specified foreign property with a total cost in excess of $100,000 CAD?

Was the total cost of all specified property held: