PERSONAL TAX RETURN ORGANIZER FOR THE TAX YEAR

1. Personal Information

Name SIN Date of Birth Phone (Bus.)

Taxpayer

Spouse

Address Phone (Res.)

Marital Status: Married Single Common-law Separated Divorced Widowed

If your marital status changed during the year, please indicate the date.

If married or common-law, and we are not preparing their return, please indicate his/her Net Income from Line 236 of their 2016 income tax return.

Did you sell your principal residence during the year? Yes No

If YES, your are required to report the disposition of your principalresidence to the CRA. Please download and fill out the ‘Principal Residence Declaration’.

2. Personal Information

3. Foreign Reporting

Did the either you or your spouse own or hold foreign property with a total cost of more than $100,000CAN at any time during the year?

If you answered YES, please provide us with the applicable information. If you have any questions, please contact the office.

Yes No

4. Dependants

Name Relationship Date of Birth SIN Disability Amount Income

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Are you a Canadian citizen?

Is your spouse a Canadian citizen ? (if applicable)

Do you authorize the CRA to provide your names, address, and dates of birth to Elections Canada to update his/her information on the National Register of Electors.

Is your name different from last year’s return?

Did you move in or out of Canada last year?

Yes

Yes

Yes

Yes

Yes

No

No

No

No

No

Are you transferring education amounts or tuition from a dependent?

If YES, please have them sign and date their T2202A

Yes No

© 2017 The Cloud Accountant Inc.This document is provided for informational purposes only and does not constitute professional tax advice.

Users are cautioned to seek professional advice regarding their particular circumstances.

Home Accessibility Tax Credit

Are you eligible?

1. You can claim an amount for the eligible expenses for a qualifying renovation of an eligible dwelling, if: you are a qualifying individual (an individual who is 65 years of age or older at the end of a year OR you are an individual who is eligible for the disability tax credit for the year); or

2. You are an eligible individual (see below) making a claim for a qualifying individual.

A qualifying individual is defined by the CRA as: (a) an individual who is eligible for the disability tax credit for the year; or (b) an individual who is 65 years of age or older at the end of a year.

An eligible individual is defined by the CRA as:

(a) a spouse or common-law partner of a qualifying individual; or

(b) for a qualifying individual who is 65 years of age or older, an individual who has claimed the amount for an eligible dependent (line 305), caregiver amount (line 315) or amount for infirm dependents age 18 or older (line 306) for the qualifying individual, or could have claimed such an amount if: (i) the qualifying individual had no income; (ii) for the eligible dependent amount, the individual was not married or in a common-law partnership; and (iii) for the amount for an infirm dependent age 18 or older, the qualifying individual was dependent on the individual because of mental or physical infirmity.

(c) If (b) does not apply, an individual who is entitled to claim the disability amount for the qualifying individual or would be entitled if no amount was claimed for the year by the qualifying individual or the qualifying individual's spouse or common-law partner.

Do you have an eligible dwelling?

An eligible dwelling is a housing located in Canada and meets at least one of the following conditions:

(a) it is owned (either jointly or otherwise) by the qualifying individual and it is ordinarily inhabited (or is expected to be ordinarily inhabited) in the year by the qualifying individual, or

(b) it is owned (either jointly or otherwise) by the eligible individual and is ordinarily inhabited (or is expected to be ordinarily inhabited) in the year by the eligible individual and the qualifying individual, and the qualifying individual does not throughout the year own (either jointly or otherwise) and ordinarily inhabit another housing unit in Canada.

What renovations or expenses are eligible and ineligible?

A qualifying renovation is a renovation or alteration that is of an enduring nature and is integral to the eligible dwelling (including the land that forms part of the eligible dwelling). The renovation must:

(a) allow the qualifying individual to gain access to, or to be mobile or functional within, the dwelling; or

(b) reduce the risk of harm to the qualifying individual within the dwelling or in gaining access to the dwelling.

An item you buy that will not become a permanent part of your dwelling is generally not eligible.

Please note: this document has been summarized using text from the CRA Website. Individuals are cautioned that this has been provided for information purposes only and professional advice should be sought regarding your specific circumstances.

© 2017, The Cloud Accountant Inc.

Attachment

Sheet1

SCHOOL SUPPLY TAX CREDIT

Client Name:

Instructions: please tick the box that applies, and then complete the chart below and enter the full amount of the proceeds of disposition for the property.

Initial:I represent that I am "eligible teacher" in that I hold a teacher’s certificate that is valid in the province or territory in which I am employed OR I am an eligible early childhood educator holds a certificate or diploma in early childhood education that is recognized in the province or territory in which I am employed.

Initial:I represent that I am employed at an elementary or secondary school or a regulated child care facility.

Initial:I represent that, if requested by the CRA, I can provide a certification from my employer that I am elgible to claim the eligible supplies expense.

Initial:I acknowledge that The Cloud Accountant Inc. ("TCAI") and/or Arden Vanderhorst Professional Corporation ("AVPC") are relying my representations in order to prepare my income tax return. I agree to indemnify and hold harmless TCAI, AVPC and their partners, agents or employees, from and against any and all losses, costs (including solicitors fees), damages, expenses, claims, demands or liabilities arising out of or in consequence with me providing them an incorrect representation on this submission.

An eligible supplies expense is an amount paid in the year by an eligible teacher or early childhood educator for teaching supplies that are:

(a)purchased by the teacher or educator for teaching or facilitating learning, and directly consumed or used in an elementary or secondary school or in a regulated child care facility in the performance of the teacher or educator’s duties of employment;

(b)not reimbursable and not subject to an allowance or other form of assistance (unless the reimbursement, allowance or assistance is included in the income of the teacher or educator and not deductible); and

(c)not deducted or used in calculating a deduction from any person’s income for any taxation year.

Examples include:

Construction paper for activities, flashcards for activity centres; Items for science experiments, such as seeds, potting soil, vinegar, baking soda and stir sticks; Art supplies such as paper, glue and paint; and Various stationary items, such as pens, pencils, posters and charts. The only durable goods that qualify as teaching supplies are listed below: games and puzzles; books for the classroom; containers such as plastic boxes or banker boxes; and educational support software.

&8© 2017 The Cloud Accountant Inc. This document is provided for informational purposes only and does not constitute professional tax advice. Users are cautioned to seek professional advice regarding their particular circumstances.

Sheet2

Date of Purchase (M/D/YY)VendorBrief DescriptionAmount

&8© 2017 The Cloud Accountant Inc. This document is provided for informational purposes only and does not constitute professional tax advice. Users are cautioned to seek professional advice regarding their particular circumstances.

Attachment

7. Pension Income Splitting

We will automatically optimize the splitting of pension income unless we hear from you to the contrary.

8. Investment Income/Deductions

Did the taxpayer earn investment income? Yes No

Page 2 of 3

9. Other Items

Was the taxpayer self-employed during the year?

Yes No

If YES, please download and fill out the Self-Employment Summary.

If YES, please attach the following slips, in addition to any other information needed, if applicable: T3, T5, T5008, T5013 slips and details

Interest paid to earn investment income Accounting/legal fees

6. Income & Expenses

Please see the enclosed envelope for organizing your various slips and receipts.

This could include, but not limited to, the following:T4, T4A, T4A(P), T4A(OAS), T4(RCA), T4(E), T4(PS), T4(RSP), T4(RIF), RC62

Are you claiming a deduction for spousal support?

If YES, please provide us with the amount in addition to the SIN number of the recipient. Please note the CRA may later request you to provide a copy of the Separation Agreement/Court Order and confirmation of the amounts paid. You are responsible for being able provide this information.

5. Prior Year Tax Return Information/Correspondence

Is a copy of the Notice of Assessment for last year's tax return attached? Yes NoIf NO, please attach

Are you a new client of the firm? Yes No

If YES, is a copy of your 2016 tax return attached in addition to your 2016 Notice of Assessment ?

Other than the Notice of Assessment for your tax return, did you receive any other correspondence from the Canada Revenue Agency?

If YES, please attach Yes No

Did the taxpayer have rental income?

Yes No

If YES, please download and fill out the Rental Income Summary.

Yes No

Did the taxpayer have employment expenses? Yes No

If YES, please download and fill out the Employment Expenses Summary. Also, please be sure to include your T2200.

© 2017 The Cloud Accountant Inc. This document is provided for informational purposes only and does not constitute professional tax advice.

Users are cautioned to seek professional advice regarding their particular circumstances.

10. Other Credits

Did you purchase your first house, townhouse or condo during the year, and you or your spouse/common-law partner did not own a home, townhouse or condo during the previous four years?

Note: House, townhouse or condo must be located in Canada and closing must have been sometime in 2016.

Yes No

If YES, you may qualify for a $5,000 non-refundable tax credit on your 2016 taxes.

Please use this space to record any notes that you want to bring to our attention.

Page 3 of 3

Did you incur expenses during the year to make your dwelling more accessiblefor an individual who is 65 years old or older?

If YES, please attach official receipts. For more information about this credit, please refer to the PDF on the website.

Are you claiming education amounts or tuition for yourself?If YES, please be sure to include your T2202A.

Yes No

Yes No

Are you claiming medical expenses?

If YES, please attach official receipts. For prescriptions, please be sure provide us with a summary from the pharmacy or provider, not the individual receipts.

Are you claiming charitable or political donations?If YES, please attach all the official receipts.

Are you claiming the School Supply Tax Credit? If YES, please download and fill out the ‘School Supply Tax Credit Summary’.

Are you applying for Rental or Property Tax Credit?If YES, please be sure to include Rental Receipts or Property Tax Statement showing your total Final 2016 Taxes.

Yes No

Yes No

Yes No

Yes No

© 2017 The Cloud Accountant Inc. This document is provided for informational purposes only and does not constitute professional tax advice.

Users are cautioned to seek professional advice regarding their particular circumstances.

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