投资加拿大

个人报税需要准备的材料

 发布日期:07/12/2011

报税确实是一件令人头疼的事情。如果,所要求材料准备不全, 即使有专业人员协助也会带来不必要的损失。
例如,前面提到的住房储蓄计划(Ontario Home Ownership Savings Plan ),如果不慎将该年度的存款收据遗失( T1C- OHOSP), 就会影响到当年的减税额,因为CCRA 要求必须将该收据和报税表一起送交才为有效。 为了方便您准确报税,特列出CHECK LIST 以供您报税时参考:
1, Statements: T4 ( statement of employment income), T4A( statement of scholarship/bursary, other income, pension), T4RSP ( statement of income from RRSP ), T4E ( statement of unemployment insurance benefits), T5 ( statement of interest and investment income ), T2200 ( statement of allowable expenses signed by your employer ), T5007 ( statement of benefits from WSIB and social assistance ), T5008 ( statement of securities transactions ), T5013 ( statement of partnership income ), T3 (capital gains ). T101, 102, 103 ( from exploration &development expenses );
2, 收据: RRSP, tuition fees, prescription drugs, medical expenses, charitable donations, property tax paid, child care expenses, moving expenses ( if you moved more than 40KM), rent paid ( including name of landlord ), interest paid on loans for investments, business investment consultation fees, OHOSP (Ontario Home Ownership Savings Plan);
3, 费用: commissioned sales person expenses, information on any business investments losses
4, 个人情况: name, address, postal code, birth date, SIN number (包括配偶, 子女 和本人), copy of your last tax return, copy of your last “ Notice of Assessment “。


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(由TONDA通达加拿大编撰的《轻松小生意》涵盖了如何在加拿大买卖小生意,注册公司,贷款,HST的申报,如何合理避税,及记账报税。还有专门为小生意记帐设计的各种表格。内容实用且简单易操作,欢迎来电查询)




 

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