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Personal Tax Checklist 2022

The document is a 2022 tax checklist that collects personal and financial information needed to prepare an individual's taxes. It requests information such as name, address, dependents, income sources and amounts, deductions, and details of expenses related to employment, rental properties, businesses, home offices, and vehicle usage. The checklist offers options for electronic or paper tax return delivery and allows the taxpayer to indicate which tax slips and documents they are providing to support the information reported.

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ShujaRehman
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
123 views2 pages

Personal Tax Checklist 2022

The document is a 2022 tax checklist that collects personal and financial information needed to prepare an individual's taxes. It requests information such as name, address, dependents, income sources and amounts, deductions, and details of expenses related to employment, rental properties, businesses, home offices, and vehicle usage. The checklist offers options for electronic or paper tax return delivery and allows the taxpayer to indicate which tax slips and documents they are providing to support the information reported.

Uploaded by

ShujaRehman
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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(Recommended to use Webform) 2022 Tax Checklist

ELECTRONIC OR PAPER DELIVERY (PLEASE CHOOSE ONE)


☐
E-DELIVERY Please send my tax returns securely via e-Delivery to the email address or Sharefile. (I understand that I will not receive a paper copy of
my tax returns and that my original supporting documents will be shredded. An electronic copy of these documents will be included with my tax. No fee
☐ PAPPER DELIVERY I will pick up the paper copy and my tax slips from the office. Charge me $8.95 for each printing copy.
PERSONAL INFORMATION
Name:
SIN: Date of Birth: YYYY / MM / DD
Spouse Name:
SIN: Date of Birth: YYYY / MM / DD

Address:

Tel: Email: Martial ☐ Married ☐ Common Law ☐ Single


Status ☐ Divorced ☐ Widowed ☐ Separated

Do you own foreign property with aggregate cost $100,000 Canadian ☐ Yes ☐ No (If yes, complete T1135 checklist on our website)
☐ Canadian Citizen ☐ Permanent Resident ☐ Non-Resident ☐ New Immigrant, Canada Arrival Date:
Do any of your family members qualify for the disability tax credit T2201 ☐ Yes ☐ No (Provide CRA approvals letter copy)

MINOR, INFIRM, OR ELDERLY DEPENDANTS INFORMATION Date of Birth YYYY/MM/DD Net Income; if any
NAME SIN
- - $

- - $

INCOME INCLUDED SLIPS REQUIRED


Salaries, Commissions, Gratuities, Foreign employment income  T4, T4A Slips, and/or Foreign income country name
Pension income (CPP / OAS / RRSP / RRIF / Foreign Pension  T4A, T4AP, T4A(OAS), T4RSP, T4RIF
Employment insurance (EI), Covid19 benefits  T4E, T4A
Investment Income  T3, T5, OTHER
Partnership Income  T5013 or Details
Self-Employment Income (Business, Commission, Contractor)  Complete Table #3, #4, #5 OR The separate form see website
Rental Income and Expenses  Complete Table #2 OR The separate form see on website
Taxable Capital Gain or Losses  T5008 slip, Realized capital gain/loss summary from broker
Spousal Support Payment Made  Details (spouse name, SIN and address)
Sale of Principal Residence (Reply to this Yes or No)  Purchase Year, Sale Date and Proceed **Election Required**
Change in use of principal residence to Rental and Vice Versa IMP  Details **Election Required** (Separate Filing is Required)

DEDUCTIONS INCLUDED SLIPS REQUIRED


RRSP Contribution  Official RRSP contribution receipts
Moving Expenses  Details of expense
Spousal Support  Name, address, payee, amount paid
Interest Expenses, Investment Expenses, Carrying Charges  Details of expenses
DayCare Expenses  Caregiver name, SIN, Total paid (receipts)
Employment Expenses  Copy of T2200 signed by employer and complete Table # 1
Donations  Official receipts
Caregiver and Home Accessibility For Seniors/Disabled  Details and renovation summary with amount paid
Medical, Dental, Physio, Eye Glasses Expenses  Summary or statement from pharmacy
Interest Paid on Student Loan  Official receipt
Digital News Subscription Expenses  Receipt or email copy or summary
EMPLOYMENT EXPENSES (TABLE # 1) Signed T2200 from your employer is required. Complete the table, original receipts are not
required. Keep them for 7 years.
Accounting and Legal $ Parking $

Advertising and Promotion $ Supplies, Postage, office $

Automobile Complete Table # 4 Tools $

Lodging $ Other $

Meals (report 100%) Apprenticeship Level Passed


RENTAL INCOME (TABLE # 2) Original receipts are not required by CNC, keep them for 7 years. In the case of multiple properties,
see a dedicated rental income schedule on CNC website. Cncpa.ca
Property Address: Owner Name SIN

Co - Owner name SIN Gross Rental Income $

Advertising $ Insurance $

Mortgage Interest $ Repairs & Maintenance $

Property Taxes $ Utilities + Heat + Hydro $

Renovations $ Strata + management fee $

SELF-EMPLOYENT/BUSINESS/PROFESSIONAL INCOME/CONTRACTOR (TABLE # 3) Original receipts are not required by CNC. Keep
them for 7 years.
Register for GST ☐ Yes ☐ No Want CNC to Prepare GST ☐ Yes ☐ No
GST Number Are all numbers GST inclusive ☐ Yes ☐ No
SALE / REVENUE $ Advertising expense $

Meals expense (100%) $ Business license/membership $

Office expense, supplies $ Office rent (NOT home office) $

Repairs and maintenance $ Salaries & Wages $

Travel $ Insurance $

Bank charges $ Automobile COMPLETE TABLE # 4


Utilities and Property taxes $ All Other expenses $

AUTO EXPENSES (TABLE # 4) Original receipts are not required by CNC. Keep them for 7 years.
Bought a new vehicle last year ☐ Yes ☐ No Lease a new vehicle last year ☐ Yes ☐ No
Purchase documents included ☐ Yes ☐ No Lease documents included ☐ Yes ☐ No
Fuel $ Insurance $

Repairs & maintenance $ Leasing cost (entire year) $

Business KM driven last year Total KM driven last year

HOME OFFICE EXPENSES (TABLE # 5) Original receipts are not required by CNC. Keep them for 7 years.

Office SQ FT Total Home SQ FT


BC Hydro $ Fortis $

Insurance $ Mortgage Interest Only $

Home Rent $ Property Taxes $

Maintenance $ Utilities (Water & Sewer) $

Other $ Other $

Chaudhry Nafees & Company Ltd. (CNC)


CHARTERED PROFESSIONAL ACCOUNTANT
Page # 2

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