Suite 201D, 10639 124 StEdmonton, AB T5N 1S5
Personal Tax Onboarding Questionnaire (T1)
Complete the sections that apply to you. Sections 7–9 are only needed if you have self-employment, moving, or rental situations.
1. Personal Information
Taxpayer & spouse
| Legal Name | S.I.N. | Date of Birth | Phone | |
|---|---|---|---|---|
Row 1 = Taxpayer, Row 2 = Spouse (leave the first cell as Taxpayer / Spouse).
If married or common-law, file jointly with your spouse's return?YESNO
Did your marital status change during the year?YESNO
First time we are preparing your return? (if yes, provide last year's return)YESNO
Authorize CRA to provide your information to Elections Canada?YESNO
Did you dispose of a property claiming the principal residence exemption?YESNO
Did you own any secondary property this year (rental, vacation home, etc.)?YESNO
Has your primary residence address changed in the last year?YESNO
If you moved to earn income/attend school AND your new home is at least 40 km closer to work/school, also complete Section 8 – Moving Expenses.
2. Dependents
Dependents
| Name | Relationship | Date of Birth | S.I.N. | Disabled? | Income |
|---|---|---|---|---|---|
3. Additional Reporting
Did you or your spouse own foreign property with total cost over $100,000 CAD at any time during the year?YESNO
Did you own an interest in a foreign affiliate at any time during the year?YESNO
4. Change in Personal or Financial Situation
Did you immigrate to or emigrate from Canada during the year?YESNO
Did the taxpayer become deceased during the year?YESNO
Did the taxpayer become bankrupt during the year?YESNO
Did you refinance a business with new or revised debt?YESNO
Did you close a bank account or investment account?YESNO
5. Income — check all that apply
Check the items that apply and supply the amounts, documents and official receipts as appropriate.
Employment income
Pension & retirement
Capital gains & losses
Rental income
Self-employment / business
Investment income
Other income
6. Deductions — check all that apply
Employment deductions
Self-employment expense deductions
RRSP & pension-related
Investment deductions
Other deductions
7. Statement of Self-Employed Business Activities (if applicable)
Complete only if you have self-employment income. Report income NET of GST/PST; expense amounts INCLUDE GST unless noted.
— Cost of goods sold (if you sell goods)
— Personal automobile expenses (business use)
— Advertising, promotion & meals
— Office-in-home (if it is your principal place of business or used exclusively for business)
— Other business expenses (include GST)
8. Statement of Moving Expenses (if applicable)
Complete only if you moved to earn income / attend school and your new home is at least 40 km closer to your new work/school.
— Transportation & storage of household effects (parking, hauling, in-transit storage, insurance)
— Travel to move you and your household
— Lodging & meals during the move
— Temporary living near new/old location (max 15 days)
— Other eligible costs
9. Statement of Rental Income (if applicable)
Complete only if you have a rental property. If you have multiple properties, complete one section per property (email us for extra copies).
Do you engage a rental agent to manage this property?YESNO
If yes, provide a copy of the Rental Statement(s) supplied by the agent.
Are there partners or co-owners in the ownership of this property?YESNO
If yes — co-owners (name, address, % ownership)
| Name | Address | % Ownership |
|---|---|---|
— Rental income
— Rental expenses
Capital items (purchase price, appliances, major improvements) are claimed through capital cost allowance — tell us about any such purchases.
Roth Schroder Professional Corporation · Confidential client onboarding · Save your progress with “Save (download)”, and email us the saved file or the printed PDF.