Corporate & Personal Tax Filing Checklist

Corporate Tax Filing Checklist (T2)

1.Company Incorporation (New Registration)

Proposed Company Names: Please provide 2-3 options (in order of preference) to avoid conflicts.
Company Address: Residential address is acceptable.
Nature of Business: A brief description of business activities.
Directors & Shareholders: Name, Home Address, and Social Insurance Number (S.I.N.) for each.
Contact Info: Email and Phone number of the primary contact.

2. Corporate Tax (T2) & Year-End Filing

Proposed Company Names: Please provide 2-3 options (in order of preference) to avoid conflicts.
Company Address: Residential address is acceptable.
Nature of Business: A brief description of business activities.
Directors & Shareholders: Name, Home Address, and Social Insurance Number (S.I.N.) for each.
Contact Info: Email and Phone number of the primary contact.

1.General Information

ID: Name, Address, S.I.N., Date of Birth, Marital Status.
Previous Year: Last year’s Notice of Assessment (NOA) and Tax Return (T1) (if new to us).
Direct Deposit: Void cheque (if CRA does not have your banking info).
Family: Spouse’s Name, DOB, S.I.N., and Net Income (if we are not filing for them). Children’s Names and DOBs.
Changes: Did you get married, divorced, have a child, or move in the tax year?

2. Income Slips (Check all that apply)

ID: Name, Address, S.I.N., Date of Birth, Marital Status.
Previous Year: Last year’s Notice of Assessment (NOA) and Tax Return (T1) (if new to us).
Direct Deposit: Void cheque (if CRA does not have your banking info).
Family: Spouse’s Name, DOB, S.I.N., and Net Income (if we are not filing for them). Children’s Names and DOBs.
Changes: Did you get married, divorced, have a child, or move in the tax year?

3. Deductions & Credits (Complete List)

ID: Name, Address, S.I.N., Date of Birth, Marital Status.
Previous Year: Last year’s Notice of Assessment (NOA) and Tax Return (T1) (if new to us).
Direct Deposit: Void cheque (if CRA does not have your banking info).
Family: Spouse’s Name, DOB, S.I.N., and Net Income (if we are not filing for them). Children’s Names and DOBs.
Changes: Did you get married, divorced, have a child, or move in the tax year?

4. Medical Expenses (Important)

ID: Name, Address, S.I.N., Date of Birth, Marital Status.
Previous Year: Last year’s Notice of Assessment (NOA) and Tax Return (T1) (if new to us).
Direct Deposit: Void cheque (if CRA does not have your banking info).
Family: Spouse’s Name, DOB, S.I.N., and Net Income (if we are not filing for them). Children’s Names and DOBs.
Changes: Did you get married, divorced, have a child, or move in the tax year?

5. Childcare Expenses

ID: Name, Address, S.I.N., Date of Birth, Marital Status.
Previous Year: Last year’s Notice of Assessment (NOA) and Tax Return (T1) (if new to us).
Direct Deposit: Void cheque (if CRA does not have your banking info).
Family: Spouse’s Name, DOB, S.I.N., and Net Income (if we are not filing for them). Children’s Names and DOBs.
Changes: Did you get married, divorced, have a child, or move in the tax year?

6. Education (Students)

ID: Name, Address, S.I.N., Date of Birth, Marital Status.
Previous Year: Last year’s Notice of Assessment (NOA) and Tax Return (T1) (if new to us).
Direct Deposit: Void cheque (if CRA does not have your banking info).
Family: Spouse’s Name, DOB, S.I.N., and Net Income (if we are not filing for them). Children’s Names and DOBs.
Changes: Did you get married, divorced, have a child, or move in the tax year?

7. Charitable Donations

ID: Name, Address, S.I.N., Date of Birth, Marital Status.
Previous Year: Last year’s Notice of Assessment (NOA) and Tax Return (T1) (if new to us).
Direct Deposit: Void cheque (if CRA does not have your banking info).
Family: Spouse’s Name, DOB, S.I.N., and Net Income (if we are not filing for them). Children’s Names and DOBs.
Changes: Did you get married, divorced, have a child, or move in the tax year?

8. Investments & Capital Gains

ID: Name, Address, S.I.N., Date of Birth, Marital Status.
Previous Year: Last year’s Notice of Assessment (NOA) and Tax Return (T1) (if new to us).
Direct Deposit: Void cheque (if CRA does not have your banking info).
Family: Spouse’s Name, DOB, S.I.N., and Net Income (if we are not filing for them). Children’s Names and DOBs.
Changes: Did you get married, divorced, have a child, or move in the tax year?

9. Rental Income (T776)

ID: Name, Address, S.I.N., Date of Birth, Marital Status.
Previous Year: Last year’s Notice of Assessment (NOA) and Tax Return (T1) (if new to us).
Direct Deposit: Void cheque (if CRA does not have your banking info).
Family: Spouse’s Name, DOB, S.I.N., and Net Income (if we are not filing for them). Children’s Names and DOBs.
Changes: Did you get married, divorced, have a child, or move in the tax year?

10. Self-Employment (T2125)

ID: Name, Address, S.I.N., Date of Birth, Marital Status.
Previous Year: Last year’s Notice of Assessment (NOA) and Tax Return (T1) (if new to us).
Direct Deposit: Void cheque (if CRA does not have your banking info).
Family: Spouse’s Name, DOB, S.I.N., and Net Income (if we are not filing for them). Children’s Names and DOBs.
Changes: Did you get married, divorced, have a child, or move in the tax year?