Module 2: Tax Schedules And Information Flashcards
Schedule 1
Federal tax for 2018 and earlier
Schedule 2
Amounts transferred from spouse
Schedule 3
Capital gains and losses
Schedule 4
Investment income and expenses
Now called “worksheet 4”
Schedule 5
Details of dependents
Amounts for spouse or common law partner and dependents
Schedule 6
Canadas worker benefit (2019 and later)
Previously:
Working income tax benefit (before 2019h
Schedule 7
RRSP worksheet and activity (Other pension)
For :
RRSP
PRPP
SPP unusued controbutikns, transfers, and HBP or LLA activities
Schedule 8
Canada pension plan (CPP) contributions and overpayment
Self employment??? – mentioned in module 3
Schedule 9
Donations and gifts
Schedule 11
Tuition worksheet
Schedule 13
Employment insurance premiums on self employment
Schedule 14
Climate action incentive
Only some provinces: AB, SK, MB, ON
Paymet from 2018-2020
Quarterly from 2021 onwards
T4 slip
Statement of employment income
T4A SLIP
Statemt of pension, retirement, annuity, and other income
T4E SLIP
Employment insurance and other benefits
T5018 slip
Statement of contract payments
T5007 slip
Statement of benefits (social security)
T4A(P) wnd T4A( OAS ) slips
Cpp and OAS eetirement pensions slips
Only issues by service canada or CRA
T4RSP slip
Statement of RRSP income
T4RIF slip
Statement of income from Registered Retirement Income FUnd (RRIF)
T3 slip
Statement of Trust Income allocations and designations
T5 slip
Statment of Investment income
T5013 slip
Statement of partnership income
T5008
Statement of securities transactions
T2202A slip
Tuition and enrolment certificate
All schedules (1-14)
1: fed tax 2018 and earlier
2:
3:
4:
5:
6:
7:
8:
9:
10:
11:
12:
13:
14:
All Slips
Later
Federal transfers from spouse (sch 2 lost)
T1 general
