Checklist – Information gathering – Personal income taxes
Author: Ordre des comptables professionnels agréés du Québec
Next update: January 2021
The checklist aims to help the practitioner’s client to gather key information required by the CPA for the preparation of their personal tax returns as well as those of family members. In addition, forms authorizing communications with investment advisors, a former accountant and government authorities are included. The checklist will also help the CPA reduce the risk of omitting important information.
Updated – September 2018This new update incorporates the amendments to the Canadian Income Tax Act (ITA) and the Quebec Taxation Act (TAA) until September 30, 2018. After that date, it would be appropriate to ensure that significant changes have not been made to the tax application rules presented in this publication.
In addition, forms authorizing communications with investment advisors, a former accountant and government authorities are included. The checklist will also help the CPA reduce the risk of omitting important information.
- Personal information
- List of documents to supply
- Important dates in 2016
- Other information
- Former accounting firm – Authorization
- Business or professional income and expenses
- Car expenses for business or employment purpose
- Home office expenses
- Rental income
- Solidarity tax credit
- Capital gains and losses
- Institution – Authorization to communicate
- Income, deductions and tax credits
- Statement of earnings
Target clienteleCPAs in public practice.
Available in other language
Liste de contrôle – Collecte d’information – Impôts personnels