Module 2- Schedules and slips

Question 1

Schedules (LIST)

Answer 1

Schedule:

1. Federal tax
2. Fed amts trf’d from spouse
3. Capitla gain/Loss
4. Stmt of investmrnt income
5. Amts for spouse and dependants
6. Working Income Tax benefit (WITB)
7. RRSP and PRPP unused contributions, trf’s, HBP/LLP activities
8. CPP Contrributions and overpayment
9. Donations and gifts
10. tuition,education, textbook amts

Question 2

Schd 1

Answer 2

federal tax

Question 3

Shcd 2

Answer 3

Federal amts trf from spouse

Question 4

Schd 3

Answer 4

Capital gain/loss

Question 5

Schd 4

Answer 5

stmt of investment income

Question 6

schd 5

Answer 6

Amts for spouse and dependents

Question 7

Schd 6

Answer 7

working income tax benefit (WITB)

Question 8

sCHD 7

Answer 8

RRSP/PRPP unused contribution, trfs, HBP/LLP Activities

Question 9

schd 8

Answer 9

CPP Contributions and Overpayment

Question 10

schd 9

Answer 10

donations and gifts

Question 11

schd 11

Answer 11

tuition, education, textbook amts

Question 12

T4

Answer 12

STATEMENT OF REMIUNERATION PAID

Question 13

T4A

Answer 13

STMT OF PENSION, RETIREMENT, ANNUITY AND OTHER INCOME (I.E CONTRACTOR?)

Question 14

T4E

Answer 14

STMT OF EMP INSURANCE AND OTHER BENEFITS

Question 15

T5018

Answer 15

STMT OF CONTRACT PAYMENTS

Question 16

T4RSP

Answer 16

STMT OF RRSP INCOME

Question 17

T4RIF

Answer 17

STMT OF INCOME FROM RRIF

Question 18

T3

Answer 18

STMT OF TRUST INCOME ALLOCATION AND DESIGNATIONS

Question 19

T5

Answer 19

STMT OF INVESTMENT INCOME

Question 20

T5013

Answer 20

STMT OF PARTNERSHIP INCOME

Question 21

T5008

Answer 21

STMT OF ECURITIES TRANSACTIONS

LIKE STOCK BROKER, INVESTOR, BANKS

EMPLOYEES WITH STOCK OPTIONS