Never include personal or confidential information in a regular email. At this stage, if students have any doubts, it is a perfect time to clear them all. The lender will explain the entire education loan process to the applicant. Remember: Don’t send personal information through email! Regular, unencrypted email is not secure. Consultation: The next important step is to consult the respective lender once the form is submitted with accurate information. Worksheets and tips on the Trove website will help you learn more about tax filing, how to read your notice of assessment, and more information about benefits that may be relevant for your situation. 1040-Schedule C: form used to report business income and loss as a sole proprietor. 1040-Schedule B: form used to report the interest and dividends you earned. 1040-Schedule A: form used to outline itemized deductions. 1040-X: form used to correct previous tax returns. How to Pay the CRA – Make a payment to the CRA for personal income taxes, business taxes, or some government programs.Ĭanadian Tax Return Deadlines – Updated for 2023!įillable, printable PDF Version of the Checklistįillable PDF Self-employed Supplement Checklistįillable PDF Rental Income Supplement Checklist 1040ES: form used to make estimated tax payments. Includes how to zip multiple files into a zip folder. TAX CHECKLIST Before visiting, consider locating and bringing the following: All T4 slips Other information slips (T3, T5, T4E, T4A, T4AP, T4RSP, T4RIF). Let’s Go Digital this Tax Season – How to scan your paper documents with your mobile phone. Tax Identification Numbers are mandatory items on your checklist. When your return has been completed or if we have any questions, we will contact you. Tax Prep Documents Checklist Personal Information. Any later and we cannot guarantee your return will be completed by the filing deadline. Save 10 on your will with the RAMSEY10 promo code. You know, the stuff you keep around just in case. If you receive additional slips after the fact, promptly notify us and submit to us to avoid any CRA penalties that may be incurred for failing to report all income.ĭon’t Wait! Make sure your supporting information and tax documents are sent to us by April 7. Important documents are certain legal, tax, medical, property and personal records you should hold on to in case you need to reference or use them down the road. Drop off, mail or courier to our office.Upload your tax slips and other documents to our secure portal: Stern Cohen Portal.Step 3: Send us your slips and supporting documents Step 2: Gather your tax slips and any requested supporting documentsĪfter you complete the online checklist, you’ll receive an email and PDF indicating the supporting documentation to send us. Income Adjustments Student loan interest (summarized in Form 1098-E) IRA contributions Energy credits Records of educator expenses Records of alimony paid. OR the printable, fillable PDF checklist can be downloaded here. Let’s get started on your personal taxes for 2022 (to be filed in 2023).
0 Comments
Leave a Reply. |