[ x ]

IF APPLICABLE TO YOU

PLEASE PROVIDE

GENERAL INFORMATION

Any changes to:

[  ]

Name

Provide details

[  ]

Address

Provide details

[  ]

Email address

Provide new one

[  ]

Marital( status

Provide details

(considered married if living common law)

[  ]

New dependants

Provide names, date of birth, SIN, income if

applicable

[  ]

Credits to be transferred to you

Provide details

(tuition, public transit, aqe, disability)

[  ]

2008's Assessment Notice from CRA

Copy of all pages

[  ] Any reassessment notices received

Copy of all pages

[  ] Any installments paid

Copy of statement - T2DR

EMPLOYMENT INCOME

[  ] Reqular earnings

All T4's or pay slips

[  ] Odd jobs, tips

Pay slips, details

[  ] Director's fees

T4's or details

[  ] Profit sharing income

T4PS slip

[  ] loans from employer

Full details

[  ] Any other employment benefits

Full details

[ x ]

IF APPLICABLE TO YOU

PLEASE PROVIDE

PENSION, RETIREMENT, ANNUITY INCOME

[  ]  Old Aqe Security

T4A(OAS) slip

[  ]  Canada Pension

T4A(P)

[  ]  Foreign (eq. U.S. Social Security)

Details, foreign slips

[  ]  Employment (including retiring allowance)

T4A

[  ]  Registered Retirement Income Fund

T4RIF

[  ]  Withdrawal from a R.R.S.P.

T4RSP slips, details

[  ]  Annuity Payments

Full details, information slips

[  ]  Other

Details

INVESTMENT INCOME

[  ]  

Interest

T5 slips or pass books

[  ]  

Term deposits or G.I.C.'s

T5 slips or details

[  ]  

Mutual fund investment income

T3 slips or statements

[  ]  

Dividends - Canadian corporation

T5 slips

[  ]  

Interest - Canada Savings Bonds

T5, T600 or T600C slips (Details if no slips - for

accrual)

[  ]  

Interest - joint account with spouse

Details of split

[  ]  

Interest - mortgage or other loans

Details, amortization schedule

[  ]  

Foreign interest or dividends

Foreign slips or details

[  ]  

Interest - Treasury bills

Full details of transactions

[  ]  

Royalty or other investment income

Details

[  ]  

Partnership income

T5013

[  ]  

Other

T5008 or other information

INCOME FROM SELF EMPLOYMENT

[  ]  

General

Record of all revenues & expenses

[  ]  

Assets purchased, sold during year

Dates, descriptions, details

[  ]  

Any partners

Name(s) and share(s)

[  ]  

Salary paid spouse

Details of work done

[  ]  

Inventory

Value of closing inventory

[  ]  Accounts receivable, payables

List of each

[  ]  Any special elections in prior years

Details

[x]

IF APPLICABLE TO YOU

PLEASE PROVIDE

SALE/EXCHANGE OF INVESTMENTS

[  ]  Stocks, bonds, trust units

Transaction slips/details, broker statements

(for any month with a transaction, plus for month of

December), information circular (for takeovers, share

exchanges, reorganizations, etc.)

[  ]  Real estate and other properties

Sale documents, details of purchase

[  ]  Any properties gifted to others

Full details

[  ]  Elections in Prior Years(s)

Full details

[  ]  Prior year Reserves

Full details

a

RENTAL INCOME

[  ]  

General

Details of all revenue & expenses

[  ]  

New properties

Purchase agreement & details

[  ]  

Rental of part of residence

Details of split

[  ]  

Change of use of rental property

Date and details

[  ]  

Sale of rental property

Sale documents and details of purchase

OTHER INCOME

[  ]  Employment Insurance Benefits

T4E Slip

[  ]  WCB benefits

T4, T5007, details

[  ]  Social assistance payments

Full details, slips

[  ]  Alimony or child support received

Full details

[  ]  Scholarships, bursaries

Details, T4A slip(s)

[  ]  Universal Child Care Benefit

RC62 slip

[  ]  Other

Full details

EMPLOYMENT RELATED EXPENSES

[  ]  General - required by employer to pay

Form T2200

Certain expenses

[  ]  

Travel! Auto

Records of expenses and calculation of business

mileage

[  ]  

Moving expenses

Details of charges

[  ]  

Other expenses

Details of charges

[  ]  

Transport employees

Form TL2

[  ]  

Union or Association Dues

Official tax receipts

[x]

IF APPLICABLE TO YOU

PROVIDE

INVESTMENT EXPENSES

[  ]

Borrow money to earn investment income

Record of interest paid

[  ]

Borrowed on margin account (stocks)

Records from broker

[  ]

Safety deposit box use

Record of charges

[  ]

Accounting fees to record income

Details of charges

[  ]

Investment counsel and investment management fees

Details of charges

[  ]

Tax shelters

Purchase documents

LIFETIME CAPITAL GAINS DEDUCTION

[  ] Assets that would still qualify to claim the enhanced

Complete details, as follows - date acquired, cost

$750,000 capital gains deduction (for example,

and value Dec 31/71 (if owned before that date)

farm property, small business corp. shares sold)

HOME RENOVATION TAX CREDIT

[  ] Qualifying  renovation expenditures  [Jan. 28, 09 to Jan 31, 10]

Copies of receipts for qualified expenditures.  Please see our website www.sievert.on.ca or the CRA’s website www.cra.gc.ca

ALL OTHER DEDUCTIONS AND CREDITS

[  ]

Alimony or separation allowance paid

Record of payment & details

[  ]

Tuition fees over $100 paid (post-secondary)

Official tax receipt(s)

[  ]

Registered Retirement Savings Plan

Official tax receipt

[  ]

Stocks/bonds rolled over into RRSP

Official tax receipt, details

[  ]

Donations to registered charities

Official tax receipts

[  ]

Unused prior year donations

Full details

D Amounts paid for child care

Details of payments

[  ] Medical Expenses for any 12 month
     period ended in tax year, including

Receipts, details

 private insurance (i.e. Blue Cross, travel
 health ins.)n premiums and amounts
 deducted from your pay cheque for
 same
 

[  ] Political Contributions paid

Official tax receipts

[  ] Loss on shares of or loss on loans to a private company

Full details

[  ] Self or dependant attend University

Form T2202 of T2202A

[  ] Disability Credit

Form T2201 (first year)

[  ] Incurred disability support costs

Full details, Form T929

[  ] Contribute to support of relative

Full details

[  ] Parent or parents (over 65) live with you

Full details

[  ] Non resident dependants supported

Full details

[  ] Oil & Gas, Mining investments

Full details

[  ] Canadian Feature Films, Videos

Full details

[  ] Public transit passes

Receipts

[  ] Children's fitness credits

Receipts

[  ] Adoption expenses

Full details

[  ] Other, if not mentioned

Full details