About this template
Work type: Tax
Location: Canada
Client industry: Other
Version: 1 (Latest)
This template includes
- 15 tasks
- 23 client tasks
Canadian T1 General Tax Return
41 downloadsBefore we generate that file, please let us know more about you.
Sorry, but you can only download 5 Excel files per day.
Please come back tomorrow to download 5 more.
| Client Tasks Client Tasks | ||
|---|---|---|
| This is a secure portal that you can upload your documents to "Attach Documents" below each task & reply to questions in "Comment" button | ||
| Upload Tax slips - T4, T4A, T4E, T4A(P), T4A(OAS), T4RSP, T4RIF, T5007, T4E, RRSP Contributions, Foreign Pensions | ||
| Upload Medical receipts | ||
| Upload Charitable / Political Donations / Union or Professional Dues | ||
| Medical Insurance Premiums | ||
| Upload Investment documents | ||
| Post Secondary Tuition (T2202A found on your Post Secondary online account) & Student Loan interest (found in your Provincial & Canadian online account) | ||
| Advise if you receive or pay Spousal support / Alimony / Maintenance | ||
| Are you an employee (Commission or Salary) that received a T2200 Declaration of Conditions of Employment? | ||
| Do you have any dependants? ie: children or elderly parents | ||
| Volunteer Firefighter (over 200 hours) | ||
| Do you, your spouse or any of your dependents qualify for the Disability Tax Credit? | ||
| Did you sell your home (Principal Residence), vacation property, rental Property this tax year? | ||
| Medical Travel Costs (if over 40 km one way & not available closer) – provide listing of trips, dates and mileage – use Medical Travel Worksheet* Meals & Parking & Accommodation (if travel over 80 km one way‐can be out of country) | ||
| Did you have any changes to your personal information? Bank account where you would like your Direct Deposit, Address, Dependents, Marital Status? | ||
| Did you purchase your First Home in 2022? (You may also qualify for this tax credit if you/your spouse have not owned a home since 2018) | ||
| Are you/your spouse Canadian Citizens? | ||
| Do you/your spouse authorize CRA to provide information to Elections Canada? | ||
| Do you or your spouse own/hold foreign income generating property/securities (including cryptocurrency) costing more than $100,000 CAD? | ||
| Have you/spouse spent more than 120 days in the United States in any of the last 3 years? If yes, please provide the number of days per calendar year: 2022 / 2021 / 2020 | ||
| Do you earn Self-Employment Income? Rental Income, Business Income, Farm Income, Shareholder of Corporation? | ||
| Please watch a couple of short tutorial videos on how to use this portal. | ||
| www.loom.com/share/be5269ea3651430f8653aaa1e73fb8a4?sid=736cc671-f4d7-4e98-93ee-94aa57d412c3 | ||
| Team Tasks | ||
|---|---|---|
| Send out Tax Season Checklist | ||
| Client Initial Contact enter date under "Start Date" on Project | ||
| Send Interview questions to client | ||
| Represent a Client | ||
| Client Enquiry - Print to PDF on Y drive | ||
| Client Summary - Print to PDF on Y drive | ||
| Re-assessments last year (ie: any tax year re-assessed in prior year) - Print to PDF on Y drive | ||
| Capital Gains / Loss Carryforwards - Print to PDF on Y drive | ||
| AFR from CRA | ||
| Send out Interview questions | ||
| Gather client information | ||
| Confirm all documents are received | ||
| Prepare return | ||
| Review return | ||
| QBO Invoice | ||
| T183 | ||
| Sent out for e-signature | ||
| Signature Received | ||
| Received Payment | ||
| Client meeting | ||
| Review return with client | ||
| EFILE | ||
| Send thank you | ||