2019 Income Tax Return Personal Information Sheet
Page 1
PERSONAL INFORMATION: If you are filing a family income tax return, complete a separate personal information sheet for you and your
spouse/common-law partner. If you have children complete the children information session on page 2.
*Social Insurance Number (SIN)
*Given Name (First Name)
*Surname (Last Name)
*SMU Student Number
A
*Original Entry to Canada (dd-mmm-yyyy)
*Date of Birth (dd-mmm-yyyy)
*Sex
*Marital Status
CANADIAN HOME ADDRESS
Apt/Unit/Room No.
*Street Name
*City/Town
*Province
Nova Scotia
*Country
Canada
*Postal Code
*Phone Number (including area code)
*Email
Complete this session if you would like Canada Revenue Agency (CRA) to deposit any amounts payable to you (e.g. refund,
GST, CCB) directly into your bank account. If you already provided this information to CRA you do not need to do it again.
Nam
e(s) of Account Holder(s):___________________________________________________________________________________
Br
anch Number ____________________ Institution Number:____________ Account Number:________________________________
(5 digits) (3 digits)
SELECT THE TAX SLIPS THAT APPLY TO YOU FOR EACH APPLICABLE YEAR
(MUST print and bring all the selected t
ax slips)
DOCUMENTS
Read the document section to find out what documents apply to you
Tax Year
2019
T2202A
T4
T4A
T5
NR4
T2202A Tuition Certificate
If you attended school (university or college) in
any applicable tax year, include your T2202A for each applicable tax year.
T4 Statement of Remuneration Paid If you worked in any applicable tax
year, included your T4 for each applicable tax year.
T4A If you received a T4A certificate from SMU or any employer for any
applicable tax year, include the T4A for each applicable tax year.
T5 Statement of Investment Income If you received a T5 from a bank or
financial institution for any applicable tax year, include your T5 for each applicable
tax year.
NR4 Statement of Amount Paid or Credited to Non-Resident of Canada
If you received a NR4 from a financial institution for any applicable tax year, include
your NR4 for each applicable tax year.
2018 Notice of Assessment If you did your taxes last year, include your 2018
Notice of Assessment from CRA. If you do not have your notice of assessment call
1-800-959-8281 and press 4 and then 0. Tell the CRA agent that you do not have
your 2018 notice of assessment and that you need your federal and provincial
tuition, education and textbook amounts. If you have a CRA online account,
you can get your Notice of Assessment online.
Study Permit/Work Permit/Visitor Record If you are filling your income
tax return for the first time, include copies of any valid or expired immigration record
you have had since you came to Canada.
Passport If you are filling your income tax return for the first time, include copy of
your current valid passport.
Tax Year
2018
T2202A
T4
T4A
T5
NR4
Tax Year
2017
T2202A
T4
T4A
T5
NR4
Tax Year
2016
T2202A
T4
T4A
T5
NR4
Tax Year
2015
T2202A
T4
T4A
T5
NR4
Tax Year
2014
T2202A
T4
T4A
T5
NR4
Tax Year
2013
T2202A
T4
T4A
T5
NR4
ADDITIONAL INFORMATION
Did you work in a coop/internship/summer job in any applicable tax year? If yes, did you have to move at least 40kms from Halifax to do this job? If yes when (start and end
dates) and where (city/province)?
When? Where?
Did you buy the student Upass in any applicable tax year? If yes, how much did you pay for the Upass each applicable tax year?
2017 (January to June ONLY) $ 2016 $ 2015 $ 2014 $ 2013 $ 2012 $
Did you buy any other public transit bus pass in any applicable tax year? If yes, how much did you pay for the bus pass each applicable tax year?
2017 (January to June ONLY) $ 2016 $ 2015 $ 2014 $ 2013 $ 2012 $
Did you have SMU health/medical insurance plan coverage in any applicable tax year? If yes, how much did you pay for the SMU health plan each applicable tax year?
2019 $ 2018 $ 2017 $ 2016 $ 2015 $ 2014 $ 2013 $
Did you have another health/medical insurance plan coverage in any applicable tax year? If yes, how much did you pay for that health plan each applicable tax year?
2019 $ 2018 $ 2017 $ 2016 $ 2015 $ 2014 $ 2013 $
Print Form
Clear Form
Page 2
Did you pay for any health/medical/prescribed medication/dental work expenses not covered by your health/medical insurance in any applicable tax year? If yes, how much
did you pay each applicable tax year?
2019 $ 2018 $ 2017 $ 2016 $ 2015 $ 2014$ 2013 $
Did you make any donations to a charitable organization (e.g. church, NGO, etc) in any applicable tax year? If yes, how much did you donate each applicable tax year?
Include your donation receipt for each year.
2019 $ 2018 $ 2017 $ 2016 $ 2015 $ 2014 $ 2013 $
Did you buy registered retirement savings plan (RRSP) in any applicable tax year? If yes, how much RRSP did you buy for each applicable tax year? Include your RRSP
receipt for each year.
2019 $ 2018 $ 2017 $ 2016 $ 2015 $ 2014 $ 2013 $
CHILDREN INFORMATION
(Complete this session if you have children under 18 years old and they live with you in Canada)
CHILD ONE PERSONAL INFORMATION
*Given Name (First Name)
*Surname (Last Name)
*Date of Birth (dd-mmm-yyyy)
*City and country of Birth
* Original Entry to Canada (dd-mmm-yyyy)
CHILD TWO PERSONAL INFORMATION
*Given Name (First Name)
*Surname (Last Name)
*Date of Birth (dd-mmm-yyyy)
*City and country of Birth
* Original Entry to Canada (dd-mmm-yyyy)
CHILD THREE PERSONAL INFORMATION
*Given Name (First Name)
*Surname (Last Name)
*Date of Birth (dd-mmm-yyyy)
*City and country of Birth
* Original Entry to Canada (dd-mmm-yyyy)
CHILDREN DOCUMENTS
Read this document section to find out what children documents to include in your income tax return
Passport/Birth Certificate
Bring passport/certificate so that I can make copies.
Immigration Document Bring document so that I can make copies.
Receipt from Daycare If your child was enrolled in daycare in any applicable tax year, include an official receipt from the daycare showing the amount paid and
the length of the daycare service. Daycare includes any day camp.
Receipt from Babysitter If you paid someone to look after your child who was 16 years old or younger, in any applicable tax year, so that you or your
spouse/common-law partner could go to work or school, include a receipt from that person showing the amount paid and the length of babysitting service.
Receipt from Camp Programs Any overnight camps (child must be 16 years old or younger).
CANADA CHILD BENEFIT (CCB)
IF YOU ALREADY APPLIED FOR THE CCB, AND ARE RECEIVING THE CCB BENEFITS, YOU DO NOT NEED TO APPLY AGAIN
The Canada Child Benefit (CCB) is a tax-free monthly payment made to eligible families to help them with the cost of raising children under 18 years of age. For the 2019 tax
year, depending on your adjusted family income, you could get up to a maximum of $6,639 ($533.25 monthly) for each child under 6 years of age and $5,602 ($466.83
monthly) for each child 6 to 17 years of age. In addition, you may also qualify for the NS Affordable Living Tax Credit and the Nova Scotia Child Benefit.
NOTE: To qualify for the CCB international students must be living in Canada for at least 19 consecutive months and have a valid study permit or work permit. This 19-month
requirement applies regardless of whether your child was born in Canada.
IF YOU ARE APPLYING FOR THE CANADA CHILD BENEFIT (CCB) YOU ALSO NEED TO INCLUDE THE FOLLOWING DOCUMENTS
Letter from Daycare or School If your child is going to daycare or school, you need a letter showing your child’s name, your child’s home address and your
child’s contact information, and confirming that your child is enrolled in the daycare or school and stating the date the child started daycare or school.
Letter from Your family Doctor This letter must be signed by your doctor attesting that he/she is your family doctor and when he became your doctor.
House/Apartment Lease/Contract Include a copy of your apartment/house lease. Copy all the pages. If you own a house or car include copies of ownership
MSI Card If you, your spouse/common-law or child have MSI coverage, include copies of the MSI cards.
Nova Scotia ID Card If you or your spouse/common-law have a NS ID card, include copies of the cards.
NS driver’s License If you or your spouse/common-law have NS driver’s licenses, include copies of the licenses.
Utility Bills Copies of your utility bills.
Rent Receipts Copies of your rent receipts.
Canadian Bank Account If you and your spouse/common-law have back accounts, include a letter from the bank confirming you have accounts and stating the
date when you opened the account. In addition, you also need copies of your bank monthly statements for the last 18 months.
Marriage Certificate Include copy of your marriage certificate (must be in English or French).
NO
TE: If you are filing a family income tax return, and both spouses (common-law) lived in Canada in any applicable tax year, both spouses (common-law) must file their
own income tax returns for that applicable tax year.
NOTE:
If you are separated or divorced you can file your income tax return regardless of whether your ex-spouse/partner files an income tax return.