2013 t1 package send to clients fillable
TRANSCRIPT
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PERSONAL INCOME TAX QUESTIONNAIRE FORCANADIAN INDIVIDUAL TAX RETURNS
2013 TAXATION YEAR
2013 TAX QUESTIONNAIRE INSTRUCTIONSEnclosed is your 2013 income tax return questionnaire which will assist you in assembling data for thepreparation of your 2013 individual Canadian income tax return(s). Your careful attention to the completionof the questionnaire will enable us to prepare your return(s) efficiently and accurately. This taxquestionnaire is not designed to replace the personal contact that we believe is necessary to provide youwith the complete service we desire to render. Please do not hesitate to contact us if you have anyquestions.
1. Table of contents - Review the contents to ensure you only answer sections of the questionnaireapplicable to your particular circumstances. If the answer to a question is no, skip the related section inthe questionnaire.
If I&A prepared prior tax returns for you - Some of the information requested in this questionnaire
may already be in our possession. If this is the case, please complete the taxpayer information page, andthe income and deduction summaries. Please provide us with a copy of your prior year Notice of
Assessment, if applicable.
If I&A did not prepare your returns in prior years - Complete all relevant sections and provide a copy ofyour prior year Canadian tax return(s) and Notice of Assessment, if applicable.
Slips/Receipts - If you are submitting your information electronically, please scan and email, or fax yourslips and receipts to us. We do not need to receive original receipts.
Due Date - For timely completion of your tax return(s), complete and return this questionnaire to us byAp ri l 15, 2014.
2013 RRSP Contribution - 2013 RRSP contributions must be made by March 3rd, 2014 in order to bedeductible for the 2013 taxation year. The amount that you can contribute to an RRSP for the 2013 taxationyear may be found on your 2012 Notice of Assessment from Canada Revenue Agency (CRA).
PLEASE PAY CLOSE ATTENTION TO THE T1135 FORM.If you have any foreign investment/rental
properties, foreign properties which also includes, investment in shares or bonds of U.S. or other foreign
countries, even if the shares/bonds are held with a Canadian investment dealer, then please fill out the
FOREIGN REPORTING T1135 sheet provided.You must fill out the T1135 form on the CRA website and it
must be filed to the CRA no later than April 30, 2014. For more information regarding this form, please contact
our office.
Please take note of the various due dates for 2013 Canadian income tax returns.
Canadian Income Tax Returns Deadline
Deadline for filing return (no extensions are available)
April 30, 2014
Deadline for paying 2013 balance due to avoid interest and late-filing penalties April 30, 2014
Deadline for filing return (self-employed) June 15, 2014
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TABLE OF CONTENTS
To start, simply check off the following items that are applicable to you. Then go to the pagesindicated for further information. All other sections can be disregarded.
General Information Section Reference
1. Taxpayer information (Applicable to All) X Yes Taxpayer Information
2.
Foreign Reporting (Applicable to All) X Yes Foreign Reporting
3. Slips Summary (Applicable to All) X Yes Slips Summary
4. Did you make any tax instalments?
5. If you have a refund would you like it deposited directly toyour bank account?
Yes No
Yes No
Tax Instalments
Tax Instalments
Sources of Income6. Income summary (Applicable to All) X Yes Income Summary
7. Did you sell any property, including shares, or did youtransfer property by way of a gift or receive any gift?
Yes No Capital Gains (Losses) Schedule
8. Did you sell your principal residence during the year? Yes No Capital Gains (Losses) Schedule
9. Did you earn rental income?
10. Were you self employed, an active member of a partnership,or have employment expenses?
Yes No Rental Income
Yes No Business Income and Expenses
Expenses and Deductions
11. Deduction Summary (Applicable to All) X Yes Deductions Summary
12. Did you have a Canadian RRSP or RPP? Yes No Deductions Summary
13. Did you incur unreimbursed employee business expenses? Yes No Deductions Summary
14. Did you or a dependent incur tuition expenses? Yes No Deductions Summary
15. Did you incur childcare expenses? Yes No Deductions Summary
16. Did you incur any other deductible expenses during 2013? Yes No Deductions Summary
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TAXPAYER INFORMATION
THIS SECTION MUST BE COMPLETED
A) Did we prepare your return last year?
B) Would you like to receive the "client copy"
Yes No
of your return(s) electronically or via paper copy? Electronically Paper Copy
C) Taxpayer Spouse
Name:
Address:
Telephonenumbers: Home
Business
E-mail address:
Birth Date (mm/dd/yy):Citizenship:
SIN (Social Insurance Number):
D) Did your spouse have any income in 2013? Yes No
If we are preparing his or her return please provide details of his or her income in the organizer.
If we are not preparing his or her return, please provide us with his or her net income for 2013.
$
E) Please indicate your marital status at December 31, 2013:
Legally married Widowed Divorced Separated Single Living common-law1
Ifchangedfrompreviousyear,pleaseindicatedate:
F) If a Canadian citizen, do you authorize the CRA to provide yourname, address, date of birth, and citizenship to Elections Canada toupdate the National Register of Electors? Yes No N/A
G) Province of residence at December 31, 2013
H) DependentsName Birth Date SIN Net income
1Common-law partner: person of the opposite sex or same-sex who was living with you in 2013 in a common-law partner relationship
and:
is the natural or adoptive parent (legal or otherwise) of your child; or
has been living with you at least 12 continuous months (including any period of separation of less than 90 days)
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FOREIGN REPORTING
THIS SECTION MUST BE COMPLETED
Foreign Property
At any time in 2013, did you own or acquire non-Canadian investment property2 with Yes Noa total cost in excess of $100,000?
If you check "yes" to this question, please also complete the worksheet named"Foreign Property-T1135 Reporting".
If you wish to review or complete the form yourself, please go to:http://www.cra-arc.gc.ca/E/pbg/tf/t1135/README.html
FOREIGN PROPERTY T1135 REPORTING
IMPORTANT: There are substantial penalties for failing to complete and file FormT1135 by the due date (Apri l 30 / June 15, 2014).
Please indicate with an X to describe the cost of each type of property you or spouse own.
Over $1million
Over$700,000
Over$500,000
Over$300,000
Over$100,000
Lessthan
$100,000
Location ofinvestment
Funds held outside Canada
Shares of non-resident corporations
Indebtedness owned by non-resident
Interest in non-resident trusts
Real property outside Canada *
Other property outside Canada
2Foreign investment property includes foreign bank accounts, foreign tangible property (such as a rental
property),sharesofnonCanadiancorporations,interestsinnonCanadiantrustsorothernonCanadianentities.Excluded
itemsincludepropertyusedinanactivebusiness,personaluseproperty(suchasavacationhome),interestsinforeign
truststhatprovideretirementbenefits,assetsheldwithinaRRSP,aRRIForaRPPandforeigninvestmentsheldinmutual
fundsregisteredinCanada.
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SLIPS SUMMARY
Please indicate how many of each type of slip, statement, or summary you are sending us.
NumberIncluded
NumberOutstanding Slip Name
T3 - statement of trust income
T4 - statement of remuneration paid
T4A - statement of pension, retirement, annuity and other income
T4A(OAS) - statement of old age security benefits
T4A(P) - statement of CPP/QPP benefits
T4E - statement of employment insurance benefits
T4RIF - statement of RRIF income
T4RSP - statement of RRSP income
T4PS - statement of employee profit sharing plan
T5 - statement of investment income
T5013 - statement of partnership income
T2202A - tuition, education and textbook amounts certificate
Receipts - charitable donations
Receipts - medical expenses
Receipts - political donations
Receipts - RRSP contributions
Others
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INCOME SUMMARY
Please indicate what types of income you have.
Employment IncomeSupporting Documents
Salary, commissions, tips, etc T4, T4A, T2200.Pension Income
Old Age Security (OAS), CanadaPension Plan (CPP)
T4(OAS), T4(P)
RRSP, RRIF T4RSP, T4RIFDividends, interest, estate andtrust
T5, T3, T5008
Professional or Business Income See Business Income PagePartnership Income T5013Rental Income See Rental Income Page
Capital Gains See Capital Gains (Losses) PageOther Income
Employment Insurance Benefits(EI)
T4E
Retiring Allowance T4AHome Buyers Plan
Did you participate bywithdrawing from your RRSP?
See RRSP Page
CAPITAL GAINS (LOSSES)SCHEDULE
Dispositions or g ifts o f capital property (shares, debentures, options, real estate,
jewellery, works of art, rare stamps, coins) Report all amounts in original currency.
For shares and bonds, submit your brokers annual transaction summaries.
For other capital property, submit the sales and acquisition contracts.
If you bought the property at different times, please provide separately all detailed informationrelated to the purchase. Cost for Canadian purposes must be calculated using the weighted-average method.
Description
Owner-ship %
USD /CAD
Date of salemm/dd/yy
Numberof shares
/ unitssold
Grosssellingprice
Commiss-ions or
sales fees
Acquisi tiondate
mm/dd/yy
Adjustedcostbase
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1st Property 2n Property 3r PropertyPartner(s) share (%) Partner(s) share (%)
Partner(s) share (%)
Partners / co-owners name Partners / co-owners name
Partners / co-owners name
RENTAL INCOME
(If the following summary is completed, you do not need to submit any actual receipts.)
1st Property
2nd Property
3rd Property
Address Address Address
City, province, postal code City, province, postal code City, province, postal code
Is this the final year ofrental?
Yes No
Is this the final year ofrental?
Yes No
Is this the final year ofrental?
Yes No
Details of partners/co-owners:
If financial statements are available for the rental property, please attach a copy per property. If not, pleasecomplete the following table for each property.
1st Property
2nd Property
3rd Property
Rental income (gross)Expenses
Advertising
InsuranceMortgage Interest
Maintenance and repairsManagement and administration feesOffice expensesLegal, accounting, other professional feesProperty taxes
Utilities (electricity, heating)Portion applicable to personal use
% % %
During 2013, did you carry out any major repairs or acquire any furnish ings? Specify the nature,date, and amount fo r each expenditure
Descript ion and date
Cost
1st Property
Cost
2nd Property
Cost
3rd Property
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BUSINESS OR PROFESSIONAL INCOME AND EXPENSES
(If the following summary is completed, you do not need to submit any actual receipts.)
Name of BusinessBusiness Year Period (mm/dd/yy):From:_____To:
Address TypeofBusiness
________ First year? _____Last year?Federal Business Number
Income (Attach the financial statements, if any; otherwise, please complete the following)Income (excluding GST/HST)
Expenses
Advertising
Automobile expenses (complete next section)
Bad debtsBusiness taxes, fees, licenses and membership duesConventions (see next page)Delivery, transportation, and messenger
Depreciation (see next pages)Home office expenses (complete next section)
InsuranceInterestMaintenance and repairs (except motor vehicles)Management and administration feesMeals and entertainment (100%)
Office expenses (stationary, postage, supplies, etc.)Professional fees (accountant, lawyer, etc.)
Rent (except for home office)Salaries and taxable benefitsTelephoneTravel (except for automobile expenses)Training
Automobi le Expenses
Make and model of automobile:Date of purchaseCost
Number of km/miles driven in 2013
Number of km/miles driven for business purposes in 2013
Undepreciated balance at beginning of the yearAutomobile expenses:
Oil and gasRepairs and maintenanceInsurance
Interest on car loanRegistration and license
Lease paymentsParking
Total expensesAmount reimbursed by your employer (if applicable)
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Did you change your automobile during the year? If yes:
Previous automob ileMake and model:Date of purchase
Cost before GST/HST
Date of sale
Proceeds of dispositionNew automobile
Make and model:Date of purchaseCost before GST/HST
GST/HST
Home Office Expenses
Total area of business-related spaceTotal area of home
Home office expenses:
Heating
Electricity
Home insuranceRepairs and maintenance
Rent or mortgage interestProperty taxesMunicipal and school taxesOther expenses
Total expenses
Total cost of the house (including notary fees, commission, GST/HST,and property taxes
Conventions
Name of organization and location of conventionExpenses food,lodging, fees
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DEDUCTIONS SUMMARY
Please indicate what types of deductions you have and what kind of documentation you areproviding.
RRSP contributions
Union / professional dues
Child care expenses (please include name,address, and tax identification number ofcaregiver)
Public transit passes
Support payments paid
Interest paid on investments
Safety deposit box rental
Deductible employment expense See Business Income and Expenses page
Tuition fees / education amount
T2202A
Interest paid on student loans
Letter from Student Loan Service Bureau
Medical / attendant care expenses See Donations and Medical Expenses page
Charitable donations See Donations and Medical Expenses page
Political / municipal contributions
DONATIONS AND MEDICAL EXPENSES
Donation Summary
Charity nameAmount youcontributed
CAD
Amount yourspouse
contributed
CAD
Total
* include copies of official donation receipts from charities to attach to return
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Medical Expense Summary 3
Date paid Name of patient Payment made to Description Amount CAD
Total
* include copies of receipts to attach to return
RRSP / RPP
(Please enter amounts in CAD)
Registered Retirement Savings Plans
Did you and/or your spouse hold one or more RRSP accounts? Yes No
Please provide a copy of your and your spouse's 2012 Notice of Assessment or Reassessment or other CRAstatement detailing your and your spouse's 2013 RRSP contribution limit, as calculated by the CRA.
Did you have an RRSP over-contribution in the prior year? Yes No
Ifyes,pleaseprovidetheamountanddateofcontribution:
Did you or your spouse participate in the Home Buyers Plan and/or LifelongLearning Plan by making:
A withdrawal from your RRSP in 2013?
Yes No
A withdrawal from your RRSP in a prior year?
Yes No
If you answered Yes to either question, please provide the following information:
Home Buyers Plan
Lifelong Learning PlanTaxpayer:
Date of withdrawal from planOriginal withdrawal amount
Prior repaymentsDesignated repayment for 2013
Spouse:Date of withdrawal from planOriginal withdrawal amount
Prior repaymentsDesignated repayment for 2013
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TAX INSTALMENTS
If you paid tax instalments for 2013, please complete the following schedule and provide applicable slips orstatements from the taxation authorities as well as cancelled cheques or bank statements if available.
2013 Instalments
Canada
Taxpayer
Payment Datemm/dd/yy Amount
Spouse
Payment Datemm/dd/yy Amount
Refunds
If you want your refund directly deposited into your account, please provide us with a copy of a void chequeor your account details.
Name of Canadian financial institution:Branchnumber:Institution number:
Account number:
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ADDITIONAL INFORMATION