Personal Income Tax Checklist - 2022/2023 - NEW TEST

QUICK Personal Tax Checklist

This smart form is designed to save you time! It should only take a few minutes.

Complete and send supporting information as soon as possible.

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Dear Valued Client:

Here are the instructions to help us complete your 2022 personal tax return(s).

1. Complete this brief checklist without delay. You'll receive a list of required supporting information.

2. Upload your supporting information as soon as possible to our portal.

3. When your tax return is complete, we will send you a secure email with:

a PDF of the tax return for your review
your invoice
a T183 form authorizing Stern Cohen to E-file your return.

Before your return can be E-filed, we require payment and the signed T183 form.

Late filed returns and late payment of taxes are subject to severe CRA interest and penalty charges.

STERN COHEN LLP
45 St. Clair Avenue West, 14th Floor
Toronto, ON M4V 1L3
416-967-5100

Contact Information

Full Name*

First Name

Middle Name (optional)

Last Name

Spouse / Common Law Partner (if applicable)

First Name

Middle Name (optional)

Last Name

Names of other family members Stern Cohen will be preparing tax returns for (if applicable).

Are you the main family contact for our tax preparer?

Yes, I am

Other:

If you are not the main contact, please explain in the textbox above.

Email*

Phone (Daytime)*

Phone - (Evening)

Daytime

Will you be out of town between now and May 1, 2023? If so, please indicate the date range below. I will be away from:

And I will be back on this date:

Are you a Canadian citizen?

Yes No

Do you authorize the Canada Revenue Agency (CRA) to provide your name, address and date of birth to Elections Canada?

Yes No

Do you authorize the Canada Revenue Agency (CRA) to provide your name and email address to the Government of Ontario for the purpose of being contacted or sent information about organ and tissue donation and to maintain the Organ and Tissue Donor Registry?

Yes No

Client Status

Is this the first time Stern Cohen is preparing your personal taxes?

Yes, I'm a NEW client I'm a returning client

RETURNING Client Section

Since you are a returning client, has any of the following CHANGED in 2022? If so, please check the box to indicate YES for any of the following if they apply to you OR to your partner/spouse.

Contact information (phone, email, address, etc.) Marital status (E.g. Did you or your partner marry, enter into a common-law relationship, get separated or divorced?) New child/children Residence (Did you sell your home?) Became a US citizen No changes

New Contact Information

Provide the name, date of marriage, social insurance number, and date of birth of your spouse or common-law partner. OR provide the date of separation or divorce.

Provide the name(s), date(s) of birth, and social insurance number(s) (if available) of new child/children.

Provide the full address of the home, the year of acquisition and proceeds of disposition. Note: If you held any other property that might qualify as your principal residence (e.g. cottage or a home that you previously treated as your principal residence), please contact our staff for further discussion.

NEW Client Section

Please check the box to indicate YES for any of the following if they apply IN 2022 to you (or to your spouse/partner).

You (or your partner) married, entered into a common-law relationship, got separated or divorced You (or your partner) have children or had or adopted a new child/children in 2022 Disposed of your principal residence Became (or was) a US citizen

Provide the name, date of marriage, social insurance number, and date of birth of your spouse or common-law partner. OR provide the date of separation or divorce.

Provide the name(s), date(s) of birth, and social insurance number(s) (if available) of any children.

Provide the full address, the year of acquisition and proceeds of disposition. Note: If you held any other property that might qualify as your principal residence (e.g. cottage or a home that you previously treated as your principal residence), please contact our staff for further discussion.

Let's Get Started!

Contact Information

Client Status

RETURNING Client Section

NEW Client Section

Checklist for All Clients