Preparing a personal return
Work through the checklist guide to see what applies to your situation before you gather documents.
Downloads, forms & worksheets
Printable PDFs that clients of Marcus & Co., CGA use most: the personal tax information checklist, a statement of net worth, the personal tax credits worksheet, and the TD1 federal and TD1 BC forms.
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Personal tax information checklist
A printable checklist of the information, slips and receipts needed to prepare a personal T1 return — including employment, investment, rental, self-employment and deduction items.
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Statement of net worth form
A worksheet for listing assets and liabilities to arrive at net worth. Commonly needed for lending applications, financing, business sales and estate planning discussions.
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Federal & provincial personal tax credits
A reference worksheet of the federal and provincial non-refundable personal tax credits that individuals and families may claim, with the amounts as published for that tax year.
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TD1 federal personal tax credits return
The federal TD1 form an employee completes so an employer can withhold the correct amount of federal income tax, including the personal credits claimed for the year.
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TD1BC British Columbia personal tax credits return
The British Columbia provincial TD1 form, used alongside the federal TD1 so provincial tax is withheld correctly for BC employees.
About these forms
These PDFs are the worksheets and forms we hand to clients, kept online because they remain useful references. Some of them carry a tax year from the mid-2000s, and rates, credit amounts, thresholds and form layouts change over time.
For anything you are filing today, please use the current-year forms. The Canada Revenue Agency publishes up-to-date versions of every federal and provincial form, and we will always confirm the current figures with you when we prepare your return.
If you would like a current form, or a worksheet tailored to your situation, contact the office and we will send it to you.
Next steps
Not sure which form you need?
Start with the guide, then give us a call — the initial consultation is free.
Planning around deadlines
Know which dates matter for filing, paying and instalments so nothing is late.
Asking a question
Phone, fax or email — messages left with Margaret are kept strictly confidential.