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Checklist – Information gathering – Personal income taxes

Author: Ordre des comptables professionnels agréés du Québec

Next update: September 2020

Summary

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 2018

This 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.

Content

    • Personal information
    • List of documents to supply
    • Instalments
    • 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
    • Alimony
    • Institution – Authorization to communicate
    • Income, deductions and tax credits
    • Statement of earnings

Target clientele

CPAs in public practice.

Available in other language

Liste de contrôle – Collecte d’information – Impôts personnels

Please note that this checklist is included in the participant manual of the following course:

  • Tax returns – Personal  

Full description

Version
Nº 00120 / Word

18 pages
Edition year : 2018
Availability date : 2018-10-29
Delivery time :


Details and fee schedule

Price before taxes CPA member Non-member
À la carte Free Free
CPA Promo Free N/A

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