Administrative Forms

Here are some of the most common ones. If you've misplaced an item we sent you, you may find it here. We've included the Personal Tax Return Checklist and a Credit Card Authorization form.

Credit Card Authorization Form
Personal Tax Return Checklist

Capital Gains (Losses) Schedule
Use this form to record shares that were disposed of during the 2011 calendar year. Note that it may be more efficient to obtain the summary of realized gains/losses report from your broker.

T1M - Moving Expenses Deduction
information about Moving Expenses
Complete this form if you have moved during the year and established a new home to start a new job or business, or if you are a full time student who attended a post-secondary educational institution and your new home is at least 40 kilometers closer to the new place of work or school.

T776 - Statement of Real Estate Rentals
Complete this form is you have any income or expenses from renting real estate or other real property.

T777 - Statement of Employment Expenses
Complete this form if you were a salaried or commissioned employee and your employer required you to incur expenses to earn income. Your employer will need to complete Form T2200 if you are claiming employment expenses on Form T777.

T2125 - Statement of Business or Professional Activities
Complete this form if you are reporting business or professional income and expenses. If you have multiple businesses or professional activities, pleae use a separate form for each business.

T2200 - Declaration of Conditions of Employment
fillable version
Please have your employer complete this form if you were a salaried or commissioned employee and you were required to incur employment expenses.

TL11A - Tuition, Education and Textbook Amounts Certificate - University Outside Canada
fillable version
If you are attending a university outside Canada, please have this form completed and signed by the administrator of the university in order for you to claim the tuition and education credit.

 

Foreign Reporting Forms

You may be required to file one of the following foreign reporting forms if you have transactions with non-residents:

T1134A or T1134B – Information returns relating to foreign affiliates (*)

T1135 – Foreign income verification statement

T1141 – Information return in respect of transfers or loans to a non-resident trust

T1142 – Information return in respect of distributions from and indebtedness to a non-resident trust

Please contact us if you think any of the above situations apply to you as there are severe penalties if you fail to file one of the forms.

(*) You may own a share of a “foreign affiliate” if your equity share is greater than or equal to 1% and the total equity of your share(s) and persons related to you is greater than or equal to 10%.

 

 

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