Canadian T1 General Tax Return | Financial Cents Templates

About this template

A bit shy to share but I have used FC mostly for my tax business. It is only me but it helps me to remember where I am at with each client and in what order clients initial contact with me is. Would love any constructive criticism or suggestions on their tax return workflows. Thank yo.

Work type: Tax

Location: Canada

Client industry: Other

Version: 1 (Latest)

This template includes

15 tasks
23 client tasks

	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

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

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