Client Tax Organizer - Wealth Realized Financial Services

Personal Tax Organizer For The Year

Please complete this T1 Organizer before your appointment. Please attach all applicable slips, lists, and other supplemental information

1. Personal Information

Taxpayer

First

Last

Date Of Birth

Phone

Email

Spouse *

First

Last

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Marital Status

If married or common-law, should your return be filed jointly with your spouse's return?

Yes
No

If marital status changed during the year, provide date of change

2. Residence

Province or territory of residence on December 31

Did the taxpayer immigrate to Canada or emigrate from Canada during the year?

Yes
No

If yes, provide date of entry into Canada or date of departure

3. Elections Canada

Is the taxpayer a Canadian citizen?

Yes
No

If yes, the taxpayer authorizes the CRA to provide his/her name, address and date of birth to Elections Canada to update his/her information on the National Register of Electors.

Yes
No

4. Foreign Reporting

Did the taxpayer own or hold foreign property with total cost of more than CSN$100,000 at any time during the year? If yes, Please provide list.

Yes
No

5. Change in Personal or Financial Situation During the Year

Date the taxpayer declared bankruptcy during the year

Date the taxpayer refinance a business with new or revised debt

Date the taxpayer closed a bank account or investment account

6. Dependants

Name

Relationship

Income

Date Of Birth

Please complete this T1 Organizer before your appointment. Please attach all applicable slips, lists, and other supplemental information

1. Personal Information

2. Residence

3. Elections Canada

4. Foreign Reporting

5. Change in Personal or Financial Situation During the Year

6. Dependants

7. General Income/Deductions

8. Pension Income

9. Investment Income/Deductions

10. Self-Employment/Business Income

11. Rental Income

12. RRSP Contributions

13. Other Credits

14. Prior Year Tax Return Information/Correspondence

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