Tax Organizer

The Tax Organizer will help you find tax savings, and provide you with a list of exactly what we’ll need to complete your tax return.

Tax Organizer for tax year 2023

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Step 1 of 22 - Welcome

Welcome

One quick question before we begin. Did Priority Tax prepare your tax return last year?*

Yes

Great! Glad you're back.*

Will you want to update your address?

Yes, I'd like a chance to update my contact info

No need to update. My contact info hasn't changed.

Great! We're looking forward to working with you.*

Do you also need to file any prior year tax returns?

Yes, I am filing for more than one year

No, I only need to file this year's tax return

No problem! We'll help you get caught up.*

In the field below please type in the years you need filed. Then please complete this Tax Organizer for the current year. We'll be in touch regarding the prior years.

Sounds good.

We're all set to begin. Please take a quick minute to read through the below notes before you start.

1. First of all: If you not sure about something, just answer as best as you can. There's a place you can leave some brief comments at the end if you feel you need to explain anything.

2. How to navigate: You'll need to click on the "Next" button at the bottom of the page to move your way through.

That's it! A big thank you for completing your Tax Organizer. Click "Next" to get started.

Your Personal Information

Name*

First Last

Your Email Address*

Social Insurance Number

Date of Birth*

Phone and Address

Mobile Phone*

Home Phone

Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Your Province of residence on December 31st, 2023*

Did you own a house at any time during 2023?*

Answer Yes if you owned a house at any time during 2023, even if it was sold by the end of the year.

Yes

Marital Status

What is your marital status at the end of 2023?*

Married means that you have a spouse. This term only applies to a person you are legally married to.

Living common-law means that you are living in a conjugal relationship with a person who is not your married spouse, and at least one of the following conditions applies:

This person has been living with you in a conjugal relationship for at least 12 continuous months
This person is the parent of your child by birth or adoption
This person has custody and control of your child (or had custody and control immediately before the child turned 19 years of age) and your child is wholly dependent on them for support

Separated means that you have been living apart from your spouse or common-law partner because of a breakdown in the relationship for a period of at least 90 days.

Widowed means that you had a spouse or common-law partner who is now deceased.

Divorced means that you are legally divorced from your former spouse. Single means that none of the other marital statuses applies to you.

Visit this webpage for full details https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/personal-address-information/marital-status.html

Spouse/Partner Name*

First Last

Spouse/Partner cell phone*

Entering or leaving Canada

Did you immigrate to Canada or emigrate from Canada during the year?*

Date of immigration/emigration*

General Income and deductions
Did you receive a T4 slip for employment income?*

Yes

No
Were you an apprentice mechanic or tradesperson? If yes, you may be able to claim the cost of tools.*

Yes

No
Do you have union dues or professional fees (e.g. nurse's license)?*

Yes

No
Are you a truck driver or transportation employee?*

Yes

No
Do you have to pay for any expenses related to your employment (forestry workers, home office expenses)?*
Examples could include chainsaws for forestry workers, or cell phones if your employer requires you to use your own personal cell phone at work.

Yes

No
Other Income
Did you receive Employment Insurance (EI) benefits?*

Yes

No
Did you receive Workers Compensation or Social Assistance payments (form T5007)?*

Yes

No
Did you receive any other employment (work) income or taxable benefits?*
This could include tips, side jobs, etc. It does not include personal gifts or pension income

Yes

No
Deductions
Do you have any child care expenses?*
daycare, babysitting, camps etc

Yes

No
Did you have any adoption expenses?*

Yes

No
Did you move during the year to start a new job or to attend school?*
The move must be at least 40 kms or more

Yes

No
Did you receive spousal support payments during the year?*

Yes

No
Are you a member of the clergy?*

Yes

No
Did you pay interest on a student loan?*

Yes

No
Do you live in a Northern Zone?*
Probably not. The only qualifying Northern Zone in Nova Scotia is Sable Island, so unless you live outside Nova Scotia the answer is likely no.

Yes

No
Are you a school teacher?*

Yes

No

Labour Mobility Deduction for Tradespeople
This tax credit allows tradespeople or apprentices to claim travel costs or temporary relocation expenses. This is a rather complex deduction so please read and answer the following questions carefully.
Are you a tradesperson or apprentice, AND were you involved in any type of construction activities?*
These activities include the erection, excavation, installation, alteration, modification, repair, improvement, demolition, destruction, dismantling or removal of all or any part of a building, structure, surface or sub-surface construction or any similar property.

Yes

No
Were you required to travel to a temporary work location in 2023?*

Yes

No
Please choose which of the following are true. Select ALL that apply*
I travelled at least 150 kms to be nearer my work location
My work location was temporary
My temporary work location was inside Canada
I remained at this temporary work location for at least 36 hours

Nova Scotia "More Opportunity for Skilled Trades"
This tax credit refunds the provincial income tax paid on the first $50,000 of income earned by those under the age 30, and who are employed in eligible skilled trades and occupations.
Are you under the age of 30 and living in Nova Scotia at the end of the year?*

Yes

No
Are you employed in any of the following trades or occupations? (select ALL that apply)
For a complete list of eligible trades or occupations, please visit the following webpage
Construction
Industrial / Manufacturing
Automotive Technician or Mechanic
Nurse (RN / LPN / NP)
Appliance Service Tech
Alarm / Security / Locksmith
Baker or Cook
Hairstylist or Black Beauty Culture Hair Innovator
Landscape
Parts Tech
Film / Video Industry

Nova Scotia Children's Sports and Arts Tax Credit
Parents are able to deduct the cost of registering their children in sports and arts activities.
Do you have children under the age of 19, and have you paid registration fees for sports, fitness, cultural or artistic activities?*

Yes

No

Multigenerational Home Renovation Tax Credit
The Multigenerational Home Renovation Tax Credit helps Canadian families make their homes suitable for seniors or disabled individuals. It gives a 15% tax refund on up to $50,000 spent on renovations for creating a self-contained living space for these family members. This space must have its own entrance and facilities, and renovations must be done after 2022.
Did you build or renovate your house to accommodate a senior OR an adult with a disability?*

Yes

No

Disabilities / Diabetes
Do you have any disabilities that restrict your daily activities?*
Are you a Type 1 Diabetic?*
Note that Type 1 Diabetes has been added as a condition that automatically qualifies you for the Disability Tax Credit

Yes

No
Are you already approved to claim the Disability Tax Credit (requires CRA approval)*
Tax Tip

You may want to consider applying for the Disability Tax Credit. But first - we recommend that you take a look at the list of conditions that may make you eligible. Still not clear? No worries - please ask us for more information.

You can view the list of qualifying conditions at here.
Understood, we'll give you some quick tips here. If you have problems with vision, speaking, hearing, walking, elimination (bowel or bladder functions), feeding, dressing, mental functions, or a combination of the above, you may qualify.

You may also qualify if you require life sustaining therapy such as dialyses or insulin etc.

Type 1 Diabetes has been added as a condition that now allows for automatic approval of this Credit.

We recommend taking taking a quick look at the list of conditions that may make you eligible for the Disability Tax Credit. You can view the list of qualifying conditions at here.

And if you're still not sure? Please let us know and we'll be happy to help you with this one.
Tax Tip

If your condition has worsened substantially since the last time you applied, you may wish to consider re-applying.
You can view the list of qualifying conditions at here.

Pension Income
Do you receive a government pension or private pension income?*

Yes

No
Select which of the following you receive*
Old age security (OAS)
Canada pension plan (CPP)
Private pension income
Registered retirement income
Foreign pension

Investment Income and Deductions
Did you receive any investment income or have any investment expenses?*

Yes

No
Choose which of the following investment income you have:*
Investment income (T5)
Trust income (T3)
Profit sharing plan (T4PS)
Partnership income (T5013)
Sale of stocks/securities (T5008)
Did you pay interest on investment loans?*

Yes

No
Did you pay investment management or counsel fees?*

Yes

No
Did you invest in crypto-assets?*
Crypto-assets can include Bitcoin, Ethereum, Binance Coin, Solana, etc

Yes

No

Sale of land
Did you sell or dispose of any real property (e.g. land) during the year?*

Yes

No
Please provide details of the sale of your land etc during the year*
Please advise us if you sold property, including your house, a cottage, land, etc. We will need to know the date you originally purchased or inherited the property, and the purchase price or inheritance value. We will also need the selling documents, including any legal fees and brokerage commissions you may have had when you sold the property. We will need to review how you used the property while you owned it, to help us determine if this sale qualifies as a capital gain.

Sale of a house
Did you sell or dispose of a house that may qualify as your principal residence?*

Yes

No
Property Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Property Description*
Date originally acquired*
MM slash DD slash YYYY

Date disposed of*
MM slash DD slash YYYY

Selling price*
Original cost
(if known)
Selling expenses*
(if applicable)
Did you sell another property?*

Yes

No
Second Property
Property Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Property Description*
Date originally acquired*
MM slash DD slash YYYY

Date disposed of*
MM slash DD slash YYYY

Sales proceeds*
Original cost*
Selling expenses*

Self-employed or business income
Do you have any self-employed or business income?*
Only answer "Yes" if your business is not incorporated. We're talking about sole proprietors or partnerships here.

Yes

No
If you are using an accounting system like Sage 50 or QuickBooks, we will need your bookkeeping data file. Please remember to provide us with the user name and password for the data file.

If you are not using a bookkeeping system, we will need your source documents (invoices, receipts, bank statements etc)
Did you use your personal vehicle for business purposes?*

Yes

No
We'll need you to provide us with the business use of vehicle details (log book).
Are you registered for GST/HST?*

Yes

No
Do you need us to file your HST return(s)?*

Yes, please!

Nope, I'll take care of filing the HST return.
Did you use a portion of your home for business purposes?*

Yes, and it's the same as last year.

Yes, but I want to update the details

No, I don't use a portion of my home for the business
Please provide us with the square footage of your house*

What is the square footage of the area used by the business.*

Did you purchase or sell any business assets (equipment, buildings, etc.)?*

Yes

No
Please provide us with details*
Do you earn income from a website or webpages?*

Yes

No
Please provide us with a list of websites that you earn business income from*
Do you have an apprentice working in your business?*

Yes

No
What date did your employee join the apprenticeship program?*
You may be eligible to claim the apprenticeship job creation tax credit
MM slash DD slash YYYY

NOTE: Employers who hire apprentices may also be eligible for substantial grants through the Nova Scotia START program. Please review this website!

Rental Income
Do you have any rental income?*

Yes

No
Were any renovations or improvements carried out on the rental property?*

Yes

No
Please provide us with a brief description of your renos or upgrades.*
Were any properties rented to family members below market value?

Yes

No

Registered retirement savings plan (RRSP) contributions
Did you make any contributions to Registered Savings Plans?*

Yes

No
New for 2023: Did you make any contributions to a First Home Savings Account?*
The First Home Savings Account will allow you to make tax deductible contributions to a savings account.

Yes

No
Were any repayments required to be made to a Home Buyers Plan, or to the Lifelong Learning Plan?*

Yes

No

Not sure - need help
The Lifelong Learning Plan (LLP) allows individuals to withdraw funds from their Registered Retirement Savings Plans (RRSPs) to finance full-time training or education for themselves or their spouse or common-law partner. Withdrawals made under the LLP can total up to $20,000, are tax-free, and must be repaid over a 10-year period to avoid tax implications.

The Home Buyers' Plan (HBP) in Canada is a program that allows individuals to withdraw up to $35,000 from their Registered Retirement Savings Plans (RRSPs) to buy or build a qualifying home for themselves or a related person with a disability. Withdrawals under the HBP are tax-free, but they must be repaid to the RRSP over a 15-year period.

Other
Do you have receipts for a digital news subscription?*
e.g. Globe and Mail, Halifax Examiner, etc

Yes

No
Were you or your dependents attending university or college in the current year?*

Yes

No
Do you have charitable or political donation receipts?*

Yes

No
Are you a caregiver for any infirm family members?*

Yes

No
Did you provide support or care for a parent or grandparent 65 years of age or over, or an infirm dependant relative?*

Yes

No
Were you required to pay spousal support during the year?*

Yes

No
Was this a new support order?*

Yes

No
Do you have a recently updated will?*
Why do we care about this question? Well, if you die without a will, the courts will need to step in and get involved. This can get complicated and costly. We're working with our clients to make getting a will easy so you can relax and have peace of mind over this one. We'll send you some tips on how to get your will up to date and complete.

Firefighter / Search & Rescue Volunteer
Are you a volunteer firefighter or a search-and-rescue volunteer?*

Yes

No
Please check off which of the following statements are true*
I am a Nova Scotia resident
I was a firefighter or S&R volunteer for at least 6 months of last year
I did not receive wages or salary from the volunteer fire or S&R dep't
I participated in at least 20% of the emergency calls last year
I had at least 200 hrs of service (either on call, at meetings, or in training)

First Time Buyer
Are you a first-time home buyer in the current year?*

Yes

No
Please answer Yes to this question if either of these situations applies.

You did not live in another home that you (or your spouse or common-law partner) owned in the year 2023 or in any of the four preceding years, OR

You are disabled or you have a disabled relative, and you purchased a home that is more accessible or better suited for the disability. You do not have to be a first-time home buyer if this applies to you.

Medical Expenses
Do you have any prescriptions expenses?*

Yes

No
Do you have any other medical expenses? (dental, eye care, physiotherapy, etc.)*

Yes

No
Do you pay into a medical/health insurance plan, either through work or some other way?*

Yes

No
Did you travel over 40 kms for medical reasons?*

Yes

No
Hidden
Would you like to provide us with your medical travel details now?*
Please provide us with a list of medical trips over 40 kms one way.*

Sending us your tax documents
And finally - how would you like to send us your tax documents?*
Sounds great! We are open Monday to Friday from 8:30 to 5:30.

You can drop them off at the reception window with either Krista or Rosie. We also have a secure drop box located outside our front door, where you can drop off documents anytime. We check it at least once a day.

If you have questions, you can reach us at [email protected] or (902)657-3583. We're located at 34 Maple Ave, Tatamagouche.
No problem. After you submit this form, we'll send you a secure link where you can upload your forms to us
Sound good. Give us a call at (902)657-3583. There's a good chance we can answer your question over the phone. If not, we will set you up with an appointment.
No worries, whenever you are ready, you can drop them off at our office at 34 Maple Ave. You are also welcome to call us at (902)657-3583 to discuss questions, or to book an appointment if needed.

If you prefer to reach us by email, the quickest way to get a response will be at [email protected]

Our mailing address is Priority Taxation, PO Box 157, Tatamagouche NS B0K 1V0

We look forward to hearing from you.
Anything you need to tell us?
Do you have any final comments you need to share about your tax situation? Please do not use this area for critical or time-sensitive questions.

Tax Organizer

Tax Organizer

Welcome

Your Personal Information

Phone and Address

Marital Status

Entering or leaving Canada

Your First Dependent

Second Dependent

Third Dependent

Fourth dependant

Foreign Reporting Requirements

General Income and deductions

Other Income

Deductions

Labour Mobility Deduction for Tradespeople

Nova Scotia "More Opportunity for Skilled Trades"

Nova Scotia Children's Sports and Arts Tax Credit

Multigenerational Home Renovation Tax Credit

Disabilities / Diabetes

Pension Income

Investment Income and Deductions

Sale of land

Sale of a house

Second Property

Self-employed or business income

Rental Income

Registered retirement savings plan (RRSP) contributions

Other

Firefighter / Search & Rescue Volunteer

First Time Buyer

Medical Expenses

Sending us your tax documents