Get Personal Tax Return

Filling out your Personal Tax Return online is a straightforward process designed to help you accurately report your income and claims. This guide provides clear, step-by-step instructions on how to efficiently complete the form, ensuring you take full advantage of the personal tax credits available to you.

Follow the steps to complete your Personal Tax Return online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your last name, first name, and initial(s) in the designated fields. Make sure to fill in your complete address, postal code, and date of birth (in YYYY/MM/DD format) accurately.
3. Input your employee number if applicable. For non-residents, provide your country of permanent residence. Don't forget to enter your social insurance number.
4. In section 1, indicate the basic personal amount you are claiming. Remember, every resident can claim this amount, but if you have more than one employer, additional considerations apply.
5. If applicable, fill in the family caregiver amount in section 2 for each eligible infirm child under age 18 residing with you.
6. In section 3, enter the age amount if you will be 65 or older by December 31 of the tax year, based on your net income.
7. For pension income, complete section 4 by entering the lesser of $2,000 or your estimated annual pension income from qualifying sources.
8. If you are a student, section 5 requires you to list your total tuition fees exceeding $100 per educational institution.
9. Claim a disability amount in section 6 if you are eligible by referencing Form T2201.
10. If you support a spouse or common-law partner, calculate and enter the spouse or common-law partner amount in section 7, based on their estimated net income.
11. For dependants, complete section 8 indicating amounts for eligible dependants you support, along with necessary calculations.
12. Complete section 9 for caregiver amounts if applicable, ensuring you understand the requirements for dependent relatives.
13. If you have infirm dependants ages 18 or older, fill out section 10 with their respective amounts.
14. In sections 11 and 12, claim any amounts transferred from your spouse or dependants if they have unused tax credits.
15. Sum all amounts from lines 1 to 12 and enter the total in section 13, which will guide your employer or payer in calculating tax deductions.
16. After thoroughly reviewing the form for accuracy, sign and date it at the bottom. Submit the completed form to your employer or payer.
17. Finally, save your changes, and download or print the form for your records, or share it if necessary.

Complete your Personal Tax Return online today to ensure accurate tax reporting and maximized tax benefits.