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         Personal Information Form

To help us process your tax return faster, please fill all fields that relates to your situation, print it, hand it to us in person,  mail along with all T slips or fax it to (905) 426-7463.

Name:

First

Middle

Last

Date of Birth

S.I.N.

Address

Apartment

City

Province

Postal Code

Email

Fax

Home Phone

Business Phone

Cell Phone

Spouse:

First

Middle

Last

Date of Birth

S.I.N.

Children under 18:
Name

Date of Birth

Income
Name

Date of Birth

Income
Name

Date of Birth

Income
Name

Date of Birth

Income
Income

T5 Statement of Investment Income

Box

Slip 1 Slip 2 Slip 3 Slip 4
Description
% reported by spouse
% reported by taxpayer
Taxable amount of dividends 11
Interest from Canadian sources 13
Other income from Canadian sources 14
Name of foreign country
Foreign Income 15
Foreign tax paid 16
Capital gains dividends 18
Accrued income: Annuities 19
Amount eligible for resource allowance 20
Box 19 received due to death of spouse?
Source of Box 13 interest (for EFILE)

T4 Statement of Remuneration Paid

Box

Slip 1 Slip 2 Slip 3 Slip 4
Description
Employment Income

14

Employee Contribution CPP     

16

QPP 17
EI 18
RPP Contribution 20
Pension Adjustment 52
Income Tax Deducted 22
EI Insurable Earnings 24
CPP/QPP pensionable 26
Union dues 44
Charitable donations 46

T5007 Statement of Benefits

Box

Slip 1 Slip 2 Slip 3 Slip 4
Description
Workers' compensation benefits

10

Social assistance payments

11

Deductions
Medical expenses Child care Charity
Political donations RRSP contributions RRSP Limit from notice of assessment
Rent paid Property tax paid Number of months
Name of Landlord or Municipality
Tuition fees transferred from dependant Tuition fees Number of months
Support payments Capital loss Interest on student loan
Other (specify) Other (specify)

Direct Deposit Information

Bank account information
Branch number (5 digits) Institution number (3 digits)     Account number

 

 

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