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Personal Income Tax Organizer

Fill in the organizer online and submit it — it gathers everything we need to prepare your personal return accurately and on time.

How it works

1. Fill it in online
Work through each section below — it mirrors our paper organizer, so nothing gets missed.

2. Submit it
Your answers come straight to us, and you receive an email confirming what you sent.

3. Send your documents
Call 705-728-6469 or send your T slips and receipts securely by eCourier from our Contact page.

Prefer paper?
Download the organizer as a PDF, print it, and bring it in with your documents.

Fill in your organizer

Complete the sections below and press Submit — only your name, email and tax year are required; answer what applies to you. We only use these details to prepare your return.

Please complete this T1 Organizer and submit it with all pertinent tax data.

Personal Information

Marital Status
Did you receive or make support payments during the year?
If eligible, do you wish to split pension income?

CRA Questions

Are you a Canadian Citizen?
Do you authorize the CRA to provide your name, address, and date of birth to Elections Canada to update your information on the National Register of Electors?
Do you have income that is exempt under the Indian Act?
Do you authorize the CRA to provide your name and email address to Ontario Health to contact you regarding organ and tissue donation?

Foreign Reporting

Did the taxpayer own or hold foreign property with a total cost of more than $100,000 CDN at any time during the year?
If yes, please also complete the Foreign Property Reporting section at the end of this form.

Change in Personal or Financial Situation During the Year

Did the taxpayer's marital status change during the year?
Did the taxpayer declare bankruptcy during the year?
Did the taxpayer refinance a business with new or revised debt?
Did the taxpayer close a bank account or investment account?
Did the taxpayer immigrate to Canada or emigrate from Canada during the year?
Did the taxpayer become deceased during the year?
Please attach the death certificate with your tax documents.

Dependants

Dependants

Employment Income / Deductions

Did the taxpayer earn income from employment?
If yes, please attach all T4 slips.
Did the taxpayer receive Employment Insurance?
If yes, please attach all T4E slips.
Did the taxpayer receive taxable benefits not shown on the T4 slip?
Did the taxpayer receive any employment income in the form of commission?
Did the taxpayer receive a G/HST rebate?
Did the taxpayer pay union / professional dues?
If yes, attach all paid receipts.
Did the taxpayer participate in an employee profit-sharing plan?
If yes, please attach all T4PS slips.
Is the taxpayer claiming deductible employment expenses?
If yes, please attach a signed T2200 from the employer.
Did the taxpayer receive pension income?
If yes, please attach the following T slips if applicable: T4A(OAS), T4A(P), T4A, T4RSP, T4RIF, Foreign Pensions. If foreign pensions were received, attach details by country and currency.
Did the taxpayer earn investment income?
If yes, please attach the following T slips if applicable: T5 (dividends), T5 (interest), T3 (trust/estate), T5008 (share transactions), T5013.
Did the taxpayer dispose of property during the year?
If yes, please complete the schedule below.

Disposition of Property — Schedule

Please provide documents to support the schedule. Disposal expenses include real estate commission and legal fees. If there was any interest paid to earn investment income, please provide support.

Self-Employment / Business Income

Was the taxpayer self-employed during the year?
If yes, is the appropriate self-employment statement attached? Please see the Business Income checklist for details.

Rental Income

Did the taxpayer have rental income?
If yes, is the appropriate rental income statement attached? Please see the Rental Income checklist for details.

RRSP Contributions

Did the taxpayer make an RRSP contribution during the year?
If yes, please attach all RRSP slips.
Did the taxpayer have an HBP (Home Buyers' Plan)?
If yes, please provide the CRA statement for HBP repayment (Notice of Assessment).
Did the taxpayer have an LLP (Lifelong Learning Plan)?
If yes, please provide the CRA statement for LLP repayment (Notice of Assessment).

Other Items

Tuition / Education for self?
If yes, please attach T2202A.
Tuition / Education amount claimed on transfer from dependant?
If yes, please attach T2202A signed by the dependant to you.
Did the taxpayer pay interest on a student loan?
If yes, please attach the statement.
Did the taxpayer or spouse incur child care expenses?
If yes, please provide paid receipts.
Did the taxpayer incur medical expenses?
If yes, please provide paid receipts.
Did the taxpayer make donation / charitable contributions?
If yes, please provide paid receipts reflecting CRA-recognized charitable organizations.
Did the taxpayer make a political donation?
If yes, please provide paid receipts.
Did the taxpayer make property tax or rent payments for a personal residence?
If yes, please provide paid receipts from the municipality or landlord.
Did the taxpayer make personal income tax installments?
If yes, please provide paid receipts to CRA or the statement from CRA issued mid-February.
Is the taxpayer new to CAL Accounting & Management Services?
If yes, please provide a copy of the prior year tax return and notice of assessment from CRA.
Did the taxpayer receive a pension from a country other than Canada?
If yes, provide the details for each pension received (attach additional pages if required).

Other Notes of the Taxpayer

Once we have reviewed the details submitted, we will contact you to confirm receipt and arrange a meeting, if there are matters that require discussion prior to CAL Accounting & Management preparing the tax return.

Foreign Property Reporting

Canadian resident individuals who held certain property outside Canada with a total cost of more than $100,000 CAD at any time during the tax year are subject to certain disclosure requirements to the Canada Revenue Agency (CRA).

Non-compliance with this reporting requirement results in severe penalties. To help us determine whether you are subject to the reporting rule, please read and consider each of the following questions carefully when answering them.

If you owned any of the following property at any time during the year, answer YES to the relevant questions. You may be subject to the foreign property reporting rule, and we may prepare additional forms to submit to the CRA.

1. Funds or intangible property (patents, copyrights, etc.) situated, deposited or held outside Canada.
2. Tangible property situated outside of Canada.
3. A share of the capital stock of a non-resident corporation held by the taxpayer or by an agent on behalf of the taxpayer.
4. An interest in a non-resident trust that was acquired for consideration, other than an interest in a non-resident trust that is a foreign affiliate for the purposes of section 233.4.
5. An interest in a partnership that holds a Specified Foreign Property unless the partnership is required to file a T1135.
6. An interest in, or right with respect to, an entity that is a non-resident.
7. A property that is convertible into, exchangeable for, or confers a right to acquire a property that is Specified Foreign Property.
8. A debt owed by a non-resident, including government and corporate bonds, debentures, mortgages, and notes receivable.
9. An interest in a foreign insurance policy.
10. Precious metals, gold certificates, and futures contracts held outside Canada.