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Personal Tax Checklist


Dear personal tax clients,

Tax season is here, but before we can get started on your personal tax return(s), we need you to compile and submit your information to us.

To get you started, we have prepared a fillable checklist, as well as an outline of the process.

The Process

  1. Review and complete the following forms:

    Personal Tax Checklist (fillable) – required
    NCCA Engagement Letter – one per family – parents can sign for children under 18 – required
    CRA Authorization Form (T1013) – required
    CRA Designation of a Property as a Principal Residence (T2091) – only required if you sold your principal residence within the year
    CRA Direct Deposit form (T1DD) – complete this form if you would like to set up direct deposit or if your bank information has changed  

  2. Submit your documents to NCCA.

    You can drop off, email, courier or upload your documents to the portal and we will get started on your tax return(s). Returns will be completed on a first come first serve basis so get your information in early! If we receive your information after April 20, we cannot guarantee that your return will be filed on time.

    Note: that only complete information will be marked received and added to the queue for preparation therefore, please review the checklist to ensure your information is complete before you submit it.

  3. Review your drafts.

    After we have prepared your return, we will send you a draft copy of your return as well as an invoice for you to review. If you have any questions or would like changes, please email your questions to

  1. Approve your drafts.

    If no changes are required, please sign the T1 General of each return as well as the T183 and send it back to us along with payment. We accept Visa, MasterCard, debit, email transfers, and CHQ’s made out to NCCA LLP.

  2. Submission.

    Once we have your approval, payment, and a signed copy of each return and T183, we will submit your returns with the Canada Revenue Agency. Due to CRA regulations, we cannot EFILE your return(s) if we have not received a signed T183 from you. Please help us ensure your return(s) are EFILED on time by sending your signed T183 before the April 30th deadline.

  3. Final packages and payment.

    After your return has been approved and filed with the CRA, and we have received payment we will prepare and send your final package.

Due to the high volume of engagements at this time of year, email is the best way to communicate with our office.

Admin Team Lead – Aimee Uy

Team Manager – Shelley Chan, CPA

Pa– John Wakulich, CPA, CA

Thank you for your continued trust in our firm.


Further Detail and Explanation for Select Checklist Items

A. Personal Information (Mandatory)

This section is mandatory and must be filled out by all individuals engaging NCCA to prepare their personal income tax return.

B. Tax Information (Check all that apply)

Medical Expenses
i You can claim medical expenses for you and any dependant persons. See CRA’s website for a complete list of eligible medical expenses.

Home Accessibility Tax Credit
i Certain expenditures (up to $10,000) may be eligible for a tax credit if made in relation to a renovation or alteration of your home to enhance mobility or reduce the risk of harm for an individual who is either, eligible for the Disability Tax Credit, or 65 years of age or older at December 31. Examples of eligible expenditures include amounts relating to wheelchair ramps, walk-in bathtubs, wheel-in showers and grab bars.

Eligible Educator School Supply Tax Credit
i If you are a teacher or early childhood educator, please provide receipts (up to $1,000) for eligible school supplies purchased in the year. An eligible supply used or consumed in the school or regulated child care facility in the performance of your employment. Supplies include consumable goods such as construction paper, flashcards, items for science experiments, art supplies, and stationary items, and durable goods limited to games, puzzles, books, containers and educational support software. Please also provide a certification from your employer attesting to the eligible supplies expense.

Tuition Fees
provide tuition fees for both FT and PT courses for your or a dependant including mandatory ancillary fees, and Forms T2202, TL11A, B, C and D where applicable (note that the federal education and textbook tax credits have been eliminated for 2018).

You owned foreign property
includes cash, stocks, trust, partnerships, real estate, tangible and intangible property, contingent interest, convertible property, etc.
For property held in an account with a Canadian securities dealer or Canadian trust company – provide the country for each investment, the fair market value of the investments at each month-end, income or loss, and gain/loss on disposition of the property.

You qualify for the Northern Residents Deduction – provide completed Form T2222.
You qualify if you have lived on a permanent basis, in a prescribed northern zone (Zone A) or a prescribed intermediate zone (Zone B) for a continuous period of at least six consecutive months. Prescribed zones can be found on CRA’s website.

You have Internet Business Activities, please provide:
a) the number and address of webpages or websites that your business generates income from. If you have more than 5, provide the 5 that generate the most income, and,
b) the percentage of income generated from the Internet (if you do not know the exact percentage, provide an estimate).
According to CRA, Internet business activities include any activity where you earn income from your webpage, websites, or Apps. Information only webpages and websites like directories or ads will not generally trigger this information requirement.

C. Questions to Answer

If you have children up to the age of 17, have you received the Canada Child Benefit (CCB)?
The CCB is an income-tested benefit and therefore may not be provided to certain higher-income individuals who previously received the Universal Child Care Benefit which ceased in mid-2016

Did you incur costs to access medical intervention required in order to conceive a child that was not previously allowed as a medical expense? 
Amounts may be claimed in respect of any such expense for the previous 10 years

D. Other – Learn More

1. Installments required? Sign up for CRA’s Pre-Authorized Debit Arrangement.
This is an online service-payment option which authorizes CRA to withdraw a pre-determined payment amount directly from a bank account on a specific date to pay taxes. This may help avoid penalties on late and/or missing in installment payments.

4. NEW! CRA Online Services – Account Alerts – receive alerts on changes or new mail from CRA.
Individuals can register with CRA to be notified by email when CRA’s record of an individual’s address has changed, banking information for direct deposit has changed, or if mail sent by CRA was returned.

5. NEW! CRA Online Services – Link between CRA’s My Account and My Service Canada Account.
Individuals can now access these two accounts through a single sign-in session. When switching between accounts, users must authorize their SIN to be transmitted to the other department. My Service Canada administers a number of programs such an Employment Insurance, Old Age Security, Guaranteed Income Supplement and Canada Pension Plan.

CRA Direct Deposit
Click here for more information and instruction on how to enroll in Direct Deposit with CRA.

See also:

Personal Income Tax Return Checklist (Full)

CPA Alberta’s 65 tax tips to help Albertans optimize available tax credits


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