Tax Checklist | Taxes | Tax Return (United States)

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  TAX PREPARATION ASSISTANCE Personal tax preparation service is available at no charge to individuals:ã Without dependants with a gross household income of less than $30,000ã With dependants, including a spouse or equivalent, with a gross household income of less than $40,000Volunteers do not  prepare complex returns, such as returns for individuals who:ã Have self-employment incomeã Have business or rental income and expensesã Have capital gains or lossesã Have employment expensesã Have interest income greater than $1,000ã File for bankruptcyã Are deceased within the year   Please see reverse for the Tax Preparation Assistance checklist. Volunteer Chartered Professional Accountants preparing personal tax returns for individuals in their communities who truly need assistance.  What you need to bring: 1. A 2016 tax return form 2. A copy   of completed 2015 income tax return  and  2015 Notice of Assessment  .3. Social Insurance Number for you and your spouse/common-law partner4. List of dependants and birth dates (day, month, year). Social Insurance Number for each dependant (if available)5. Details of spouse’s income and dependant’s income6. Date of marriage or separation (if in 2016)7. Details of any alimony and maintenance payments received or paid8. If a new immigrant, date of arrival in Canada9. If first time buyer, details of home purchase10. New reporting for 2016:  If you sold a principal residence and have no capital gain because you are eligible for the full exemption, the following information on the sale is required: the year of acquisition, the sale price or amount you received for the property and the description/address of the property.11. All receipts of income, for example: All receipts of expenses, for example: ã Salary and wages T4 ã Statement of Pension, Retirement, Annuity and Other Income T4A (Scholarships)ã Old Age Security T4A   (OAS) ã Canada Pension Plan benefits T4A(P) ã Employment Insurance benefits T4E ã Registered Income Fund income T4RIF ã Registered Retirement Savings Plan income T4RSP ã Interest and Dividend payments T5 ã Statement of interest trust T3 ã Worker’s Compensation/Social Assistance Payments T5007 ã Universal Child Care Benefit Statement RC62 ã Working Income Tax Benefit Advance Payments Statement RC210 ã All foreign income receipts/statementsã US Social Security Statement (including the year client(s) started collecting)ã Property taxes and/or details of total rent paid during the year and all addresses of places of residence during the year and name(s) of landlordã Child care expenses (plus caregiver’s Social Insurance Number) - including   Form T778 ã Medical expensesã Charitable and political donationsã Child fitness, arts and other qualifying activity receiptsã Public transit passes and receipts, and electronic payment cardsã Union or professional duesã Tuition fees/education amount (T2202/T2202A) ã Student loan interestã RRSP contributionsã If this is the first year of a disability credit claim, or if the previous one had expired, a copy of the disability certificate Form T2201 ã For a person who is either a senior (65 or older) or eligible to claim the disability credit OR a family member living with them, include receipts for permanent home modifications that improve accessibility or help the person be more functional, mobile, reduce risk of harm or to gain access to the home. TAX PREPARATION ASSISTANCE CHECKLIST APPOINTMENT DETAILS DATE:______________________________________________________________TIME: ______________________________________________________________LOCATION: _________________________________________________________
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