Did you change the use of a property during the year (rental to personal use or vice versa)?
Yes No
If yes, we will contact you. We will need the address, date of change, and possibly the fair market value on the date of change.
RENTAL PROPERTY SALE OF REAL ESTATE
Was the property used for short-term rentals (Airbnb)? Yes No Was the property ever your principle residence?
Yes No
If yes, we will
Did you own the property with partners? If yes, please provide: Did you own the property with partners? If yes, please provide:
Partner Name
SIN % Owned
Partner Name
SIN
% Owned
Include the Statement of Adjustments if purchased in the year Include the Statement of Adjustments for BOTH the sale and purchase OR
If the statements are not available, complete the remaining schedule as follows:
Address
__________________________________________
Address
__________________________________________
__________________________________________ __________________________________________
Rental income $______________ Date Purchased _________________
Expenses
Purchase price $________________
Advertising $______________ Property transfer tax $________________
Insurance $______________ Legal costs paid on purchase $________________
Mortgage interest $______________ Additions and/or major improvements
$________________
Office expenses $______________ $________________
$________________
Accounting, legal & other professional fees $______________
Date Sold _________________
Management & administration/strata fees $______________
Sale price $________________
Repair & maintenance $______________
Legal costs paid on sale $________________
Salaries, wages & benefits $______________
Commission paid on sale $________________
Property taxes $______________
Other ______________________________ $________________
School Taxes
$______________
Other ______________________________ $________________
Travel $______________
Other ______________________________ $________________
Utilities $______________
Other _________________________________ $______________
Major renovations & purchases (ie: appliances)
$______________
$______________
Schedule 7
SALE OF INVESTMENTS AND ASSETS (OTHER THAN REAL ESTATE) (Not including investments held in your RRSP, TFSA or other registered plans)
Sale of investments includes: shares, conversion of loans/notes to shares, sale of cryptocurrency, share for share exchanges, etc.
Investment advisor contact information:
Advisor's Name:
Financial Institution:
Phone #:
Email:
Option 1: Please provide the following documents for ALL NON-RRSP or NON-registered plans:
1: December 31st investment statements
2: Realized gain/loss report covering the period from Jan to Dec,
Brokers' statement for both purchases and sale (only if realized gain/loss report is not available)
Option 2: For self-managed investment accounts or if the above information is
available, please provide information in the format below:
Name of Stock Purchase Date Sale Date US $ Shares Sold Sale Proceeds Cost of Shares
MM / DD / YY MM / DD / YY (Y/N) # $ $
_______________ ______________
_______________ ______________
_______________ ______________
Schedule 8 FOREIGN INVESTMENTS
At any time in the year, did you own foreign property/assets with a total cost greater than Canadian $100,000?
If your investments include shares held with your investment advisor, you will receive appropriate reporting information from your advisor. Provide this information to us.
If your investments are not held with you investment advisor, you will need to provide further details. For assistance, refer to the attached excerpt of Form T1135.
Did you own shares of a foreign corporation during the year (outside of your investment account(s))? If yes, please provide the following:
Name of corporation
Country of residence
% of Shares owned
Schedule 5 Schedule 6
__________________________________
__________________________________
__________________________________
Real Estate - Please complete the following schedules for each property
______________
______________
$
______________
__________________________________
__________________________________
Commissions