2018 Personal Income Tax Checklist
The 2018 tax season is here and to help us ensure your personal income tax returns are prepared correctly and promptly, it is important that you provide us with all the required information. To help you gather your tax information, we provide the following list of reminders. Please review the list carefully.
Realized gain or loss summary
Please ask your broker for a realized gain or loss summary.
Foreign Income Reporting Requirements
Many Canadian Registered Securities Dealers or Canadian Trust Companies now provide a detailed summary of your foreign reporting information. In case your broker does not provide you with any breakdown of the foreign property held in the account, please provide us with broker’s statements for December 2017 as well as January 2018 to December 2018 in order for us to complete and file Form T1135.
Prescription drug summary
In order to ease the compilation of your medical expenses, please ask your pharmacist for a summary of all prescription medication sold to you, your spouse, and your children in 2018.
Click the download icon below for our Tax Season questionnaire that will help your professional with your personal income taxes.