Please complete this T1 Organizer before your appointment.

1. Personal Information

Name

SIN

Date of Birth

Phone (Bus.)

Taxpayer

Spouse

Address

Phone (Res.)

Marital Status:

If married or common-law, should your tax return be filed jointly with your spouse's return?

2. Elections Canada

The taxpayer authorizes the CRA to provide his/her name, address, and date of birth to

Elections Canada to update his/her information on the National Register of Electors.

3. Foreign Reporting

Did the taxpayer own or hold foreign property with a total cost of more than $100,000CAN at

any time during the year?

4. Change in Personal or Financial Situation During the Year

Did the taxpayer's marital status change during the year?

Did the taxpayer immigrate to Canada or emigrate from Canada during the year?

If yes, provide:

date of entry into Canada

or date of departure

Did the taxpayer become deceased during the year?

If yes, provide:

date of death

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?

If yes, provide details:

PERSONAL TAX RETURN ORGANIZER

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