Tax Checklist Navigating This Tax Year with Ease. Tax Checklist Step 1 of 6 16% 2023 Tax Compliance ChecklistKeep us in the loop.Taxpayer First Last Spouse First Last PhonePhoneSpouse*Email Email Spouse*Birthdate MM slash DD slash YYYY Birthdate MM slash DD slash YYYY Spouse*SIN SIN Spouse*SSN SSN Spouse*CitizenshipCanadianU.S.OtherCitizenshipCanadianU.S.OtherSpouse*Occupation Occupation Spouse*Marital StatusSingleMarriedCommon LawDivorced Details specific to U.S. FilersDays present in U.S. for you and your spouse. Skip if not applicable.2021Please enter a number from 0 to 365.2022Please enter a number from 0 to 365.2023Please enter a number from 0 to 365.2021Please enter a number from 0 to 365.Spouse*2022Please enter a number from 0 to 365.Spouse*2023Please enter a number from 0 to 365.Spouse*Your Canadian Passport #If your days in the U.S. exceed 120, please provide.Spouse Canadian Passport #If their days in the U.S. exceed 120, please provide. AddressAddress Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÃ…land Islands Dependent InformationDependent Return? Yes No How many dependents?123Dependent Name First Last Birthday MM slash DD slash YYYY SSN SIN Dependent Name First Last Birthday MM slash DD slash YYYY SSN SIN Dependent Name First Last Birthdate MM slash DD slash YYYY SSN SIN Canadian Tax ItemsPlease select all that apply.Employment Income Taxpayer Spouse (T4, T4A)Pension Income Taxpayer Spouse (T4A, T4AOAS, T4AP)EI Benefits Taxpayer Spouse (T4E)Interest/Dividends Taxpayer Spouse (T5)Trust/Mutual Fund Income Taxpayer Spouse (T3)Partnership Income Taxpayer Spouse (T5013)Rental Income and Expenses Taxpayer Spouse Capital Gains Summary Taxpayer Spouse Self-Employment Income Taxpayer Spouse Retirement Income Taxpayer Spouse (RRSP, RRIF)Other Income Taxpayer Spouse RRSP Contributions Taxpayer Spouse Tuition Receipts Taxpayer Spouse (T2202)Union/Professional Dues Taxpayer Spouse Charitable Donations Taxpayer Spouse Medical Expenses Taxpayer Spouse Student Loan Interest Taxpayer Spouse Spousal Support Taxpayer Spouse Home Office/Employment Expense Taxpayer Spouse Moving Expenses Taxpayer Spouse Other Deductions Taxpayer Spouse (Fees/Interest)Child Care Expenses Taxpayer Spouse 2022 Notice of Assessment Taxpayer Spouse Income Tax Installments Taxpayer Spouse Direct Deposit Info Taxpayer Spouse Sale of Principal Residence Taxpayer Spouse Foreign Property Report Taxpayer Spouse (T1135)Details of Property Tax/Rent Paid Taxpayer Spouse Other NotesContinued in next pageU.S. Tax Items U.S. Tax ItemsPlease select all that apply.Employment Income Taxpayer Spouse (W-2)Pensions Taxpayer Spouse (SSA-1099, 1099-R)Unemployment Benefits Taxpayer Spouse (1099-G)Investment Taxpayer Spouse (1099-INT, 1099-DIV)Scholarships, Grants Taxpayer Spouse (1099-Q)Partnership Income Taxpayer Spouse (K-1)Rental Income Taxpayer Spouse Capital Gains Summary Taxpayer Spouse Self-Employment Income Taxpayer Spouse Retirement Income Taxpayer Spouse (IRA, 1099-R)PFIC/QEF Reports Taxpayer Spouse (Mutual Funds)IRA/401K Contributions Taxpayer Spouse Tuition and Textbook Expense Taxpayer Spouse Charitable Donations Taxpayer Spouse Medical/Dental Expenses Taxpayer Spouse Mortgage Interest Taxpayer Spouse Property Tax Taxpayer Spouse Eligible Support Payments Taxpayer Spouse Child Care Expenses Taxpayer Spouse Investment Expenses Taxpayer Spouse 2022 IRS Account Transcript Taxpayer Spouse Est. Tax Payments Taxpayer Spouse (IRS & States)TFSA Statements Taxpayer Spouse Direct Deposit Details Taxpayer Spouse FBAR Worksheet Taxpayer Spouse Sale of Principle Residence Taxpayer Spouse Trust Distributions Taxpayer Spouse (Form 3520)Private Corporation Details Taxpayer Spouse (Form 5471)Other Notes Δ
