Your 2014 Tax Return

Happy and welcome to SimpleTax. If you're not sure where to start, watch this video.

 

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In the meantime, you can still use SimpleTax to start or continue preparing your tax return. You can wait and file your return electronically when NETFILE reopens, or you can print and send it by mail.

About You

Use your tab key to quickly move between fields.

You can't change your name or direct deposit information through NETFILE. To update your information with the CRA, please use the My Account service, or call the CRA at 1-800-959-8281 prior to using NETFILE.

Mailing Address




You can't change your mailing address or phone number through NETFILE. To update your information with the CRA, please use the My Account service, or call the CRA at 1-800-714-7257 prior to using NETFILE.

About Your Residence

Learn more about filing a Canadian tax return as a new immigrant.

For the part of the year you weren't a resident of Canada:


You do not meet the 90% test, so we will automatically prorate the relevant non-refundable tax credits for you.

If you're an emigrant or non-resident of Canada, you're not able to use SimpleTax because of a NETFILE restriction.

You and Your Family

SimpleTax can automatically share and optimize amounts between you and your partner. Learn more.

or

Elections Canada

Foreign Property

Online Mail

Go green by going online! This year, get your notice of assessment online through My Account.

Ontario Trillium Benefit

Most people who own or rent a home can apply for tax credits. Learn more.

SimpleTax Account

We're off to a great start! To save what you've entered so far, you'll need to sign up for an account. If you used SimpleTax last year, log in to your existing account before continuing.

You can continue without an account, but you will lose your data when you leave this page.





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Income & Deductions

Now for the fun part. Just tell us what you've got and we'll guide you through the rest.

For example, if you have a T4 slip from your employer, enter “T4” in the search box. You can also add things to your return using words like retirement, bus pass, Schedule 3, or line 101. Piece of cake.

We've highlighted the sections you used last year in the search box. You can also jump start this year's return by adding all the sections you used last year.

Tax Documents

Use this section to review your completed tax return. If you want to see everything we've done, or if you're just the kind of person that finds beauty in complex government forms, select a document below.

Review & Optimize

Suggestions

To get the most out of SimpleTax, we suggest you link your profile with 's profile.

You have unused moving expenses from last year. If you've got the same job (or business) add the moving expenses section and complete the carryforward part.

You have unused workspace-in-home employment expenses from last year. If you've got the same job (or business) add a T777 to your return and complete the questions about your income in the work-space-in-the-home tab.

You have unused donations from last year. Add this section to your your return to either claim them or carry them forward to next year.

You have unused student loan interest from last year. Add this section to your return to either claim it or carry it forward to next year.

You participated in the Home Buyers' Plan so you might qualify for the Home Buyers' Amount.

Woohoo! It looks like you may be eligible for the Working Income Tax Benefit!

If you paid for a transit pass, don't forget to claim the public transit amount. Usually you can even claim this credit if you paid for the pass through your tuition.

You've indicated you'll transfer either your federal or provincial tuition amount to someone. You may want to transfer both the federal and provincial amounts.

You have eligible pension income that you might be able to split with .

You may be eligible for the low-income tax reductionlow-income tax reductionlow-income tax reductionlow-income tax reductionsales tax creditcost of living supplement.

You may be eligible for the Ontario Energy and Property Tax Credit and/or the Northern Ontario Energy Credit.

You may be eligible for the Senior Homeowners' Property Tax Grant.

If you're curious about how much Ontario Trillium Benefit you'll receive, you can use this calculator.

Because you live in the territories, you may be eligible for the northern residents deduction.

You may qualify for the Manitoba Personal Tax Credit. Do you qualify for this credit? Only you or may claim this credit. Do you qualify for and do you want to claim this credit?

If you owned or rented a home, you may qualify for the Education Property Tax Credit and/or School Tax Credit. Only you or may claim this credit.

Since you reported foreign employment income, you may be eligible for the Overseas Employment Tax Credit.

You indicated that you have a child who qualifies for the disability amount but you do not have an amount on line 318 of your return.you do not have an amount on line 318 of your return.neither you nor has an amount on line 318 of your return.

You reported capital gains in the year. If you have unused capital losses from prior years, you may use them to reduce your taxable income. You can confirm whether you have unused losses by using CRA's My Account or by calling the CRA.

You reported capital gains and you had unused capital losses last year. You may want to use these losses them to reduce your income. You may also have unused capital losses from a prior year. Find this information on CRA's My Account or by calling the CRA.

You have unused capital losses from last year. We recommend adding the Prior Year Loss section so we'll carry these losses forward for you.

If you paid GST or HST on your employment expenses, union dues, or professional fees, you may be entitled to a GST/HST rebate.

Don't forget to report transfer tax of $ on line 454 your Québec return to reduce your Québec tax balance. You can review or change this amount.

Before you finish, review a list of other things you can add to your return.

Do you intend on filing a return for a prior tax year? If so, in order to accurately assess your 2014 return, please file the prior year return before you file your 2014 return.

Warnings

Sign up for a SimpleTax account to securely save your data.

There might be a duplicate entry for one (or more) of your kids. Please review the Your Children section and delete any duplicates.

You indicated that you held foreign property with a total cost of more than $100,000 but you didn't complete a T1135.

You and have the same income. Who will claim the SK amount for childrenPEI amount for childrenNS amount for young childrenNU amount for young childrenON tax reductions for dependants?

Does have a valid T2201 (Disability Tax Credit Certificate) on file with the CRA, and is that T2201 registered on your account with the CRA? If you answer "It is", but 's T2201 is not registered on your account, your return will be rejected by NETFILE.

You have a child under 6 but did not report your UCCB payments.did not report your UCCB payments.neither you nor reported UCCB payments. Only the lower income person should do this.

You reported UCCB payments in your profile but you have a higher net income than . The lower income person must claim this amount. If you are the lower income person but have not yet completed 's return you can ignore this warning.

You indicated you have a child born in 2014 or 2013 and you did not report parental benefits (EI) on your return. If you did not receive EI payments in 2014 for that child, you can ignore this message.

The total of the amounts in box 16 of your T4 slips seems high, so we recommend you review these slips before submitting. If they're correct, you can ignore this message.

You indicated that you were exempt from CPP on your T4 slip (box 28 is checked off) but you also reported CPP contributions in box 16. We recommend you review your T4 slips before you submit your return.

You didn't report CPP or QPP premiums (box 16 or 17) on a T4 slip but didn't indicate you were exempt from CPP. We recommend reviewing your T4 slip(s).

There may be a typo in box 26 of your T4 slip. We recommend you review your T4 slips before you submit your return. If box 26 is correct, you can ignore this message.

The total of the amounts in box 18 of your T4 slips seems high, so we recommend you review these slips before submitting. If they're correct, you can ignore this message.

You indicated that you were exempt from EI on your T4 slip (box 28 is checked) but you also reported EI contributions in box 18. We recommend you review your T4 slips before you submit your return.

You didn't report EI premiums (box 18) on a T4 slip but didn't indicate you were exempt from EI. We recommend reviewing your T4 slip(s).

There may be a typo in box 24 of your T4 slip. We recommend you review your T4 slips before you submit your return. If box 24 is correct, you can ignore this message.

You reported a limited partnership loss or a rental loss. If you have a deemed loss (box 24 on a T5013), you must report it. If you don't have a deemed loss, you may ignore this message.

You reported income in box 20 or 48 of a T4A but haven't included the income on a T2125. If you added this income somewhere else on your return, ignore this warning. Learn more.

You are claiming an additional residency amount for the northern residents deduction and is also claiming the northern residents deduction. If you and are claiming the deduction for the same dwelling, you may not claim the additional residency amount for that period.

This warning message appears if you have certain types of income or deductions. You might be subject to Alternative Minimum Tax. To learn more about AMT and to determine whether it applies to you, you should add the AMT section.

You may need to pay tax by instalments.

You may have excess RRSP contributions; if so you might need to file a paper T1-OVP form.

You reported scholarship income for a full-time educational program but didn't report any full-time months in the Tuition section.

You reported scholarship income for a part-time educational program but didn't report any part-time months in the Tuition section.

Your $ amount owing is exceptionally high. We recommend you review your return to ensure all amounts are entered correctly.

Your $ refund is exceptionally high. We recommend you review your return to ensure all amounts are entered correctly.

Errors

Oops. It looks like there's a problem with something you entered. You can see the problems with your return by clicking on the red numbers in the side bar. Clicking on "Fix it" will take you to the first problem.

The data in your section doesn't match what we have in 's section. Please review that section in both your and 's returns.

You need to specify your marital status.

We see that you didn't report any taxable income this year. If you earned any taxable income in 2014, make sure to report it. If you did not, select "I did not".

You indicated that you would apply for the Ontario Trillium Benefit but you didn't include all the necessary information. You must apply for at least one credit and complete Part A.

You reported income in box 81, 82, or 83 of a T4 but haven't included the business income on a T2125.

You reported fishing income in box 78, 79, or 80 of a T4 but haven't included the income on a T2121.

You reported self-employment income from a communal organization on a T3 but haven't included the business income on a T2125.

You did not receive any OAS in 2014. If you did, add a T4A(OAS).

You did not receive a pension adjustment in 2014. If you did, make sure to report it.

You must report your net business income from your Québec tax return.

You reported a deemed limited partnership loss (box 24 on a T5013). You must also report your rental loss (T776) or your limited partnership loss (box 22, T5013).

Because you have a rental loss, carrying charges, or other deductions, you must complete certain fields in the Alternative Minimum Tax section. If the amounts are nil, you must enter $0.

You earned capital gains that were reported on T-slips. You need to add a T936.

The total tax deducted on line 6804 of the T1032 cannot equal 1) the total of the inputs on lines 6802 and line 6806, or 2) either of the inputs on line 6802 or 6806. You may need to review the Pension Income setting and/or any pension income slips to fix this error.

You reported CPP contributions in box 16 of a T4 slip, but did not report the related income.

You indicated that you designated your UCCB to your eligible dependant but their income is lower than your UCCB.

Your total RRSP transfers cannot exceed your pension income (line 115), retirement income (line 129), and other income (line 130) on you T1 minus line 6810 on your T936.

You indicated that you paid EI premiums with respect to your business or fishing income. You must report those EI premiums in box 18 of a T4 slip.

You have reported an off calendar year-end but have not added a T1139.

You have too many financial statements. NETFILE only allows up to six statements.

You can only claim a maximum of 22 children under 18.

You can only claim the caregiver amount for up to 22 dependants.

Please confirm that had no net income in 2014.
If he/she earned net income, make sure to report it.you must report it in his/her profile before completing your return.

To download your return without an account, you must agree to our Terms of Service.

Check for errors and optimize your tax return.

Your tax return is ready. There are no errors on your return. Complete 's return to continue. (Why?)

Optimization Results

Overview

GST/HST Credit

Your and 's estimated GST/HST credit is $.

Amounts allocated to you and your partnerAmounts claimed this yearAmounts claimed this year

Federal Deduction or Credit YouThis yearThis year Your Partner Total Maximum
Federal amount for children born in 1997 Either partner may claim
Family tax cut Either partner may claim
Amount for infirm dependants age 18 or older
Public transit amount
Children's fitness amount
Children's arts amount
Home buyer's amount
Adoption expense
Caregiver amount
Medical expenses for self, partner and your dependant children born in 1997 or later Either partner may claim
Allowable amount of medical expenses for other dependants
Federal political contributions
Donations to registered charities
Donations to government bodies
Donations to prescribed universities outside Canada
Donations to the UN and charities outside Canada
Student loan interest N/A N/A
Prior-year net capital losses N/A N/A
Prior year non-capital losses N/A N/A
Prior year farm/fishing loss N/A N/A
Prior year RFL N/A N/A
Prior year ABIL N/A N/A
Provincial/Territorial Deduction or Credit You Your Partner Total Maximum
Alberta adoption expenses
BC political contributions
Manitoba fitness expenses
Manitoba adoption expenses
New Brunswick low-income tax reduction Either partner may claim
NL low-income tax reduction Either partner may claim
NL adoption expenses
Nova Scotia low-income tax reduction Either partner may claim
Nova Scotia amount for young children Either partner may claim
Nova Scotia sports & recreation amount
Nunavut amount for young children Either partner may claim
Ontario tax reduction (for dependants) Either partner may claim
Ontario adoption expenses
Ontario children's activity credit
Ontario children's activity credit (additional amount for disabled child)
Ontario political contributions
PEI low-income tax reduction Either partner may claim
PEI amounts for young children Either partner may claim
Saskatchewan amount for children Either partner may claim
Saskatchewan home buyers' amount
Saskatchewan active families benefit
AlbertaBCSaskatchewanManitobaOntarioPEINova ScotiaNLNew BrunswickNunavutNorthwest Territories amount for infirm dependants age 18 or older
AlbertaBCSaskatchewanManitobaOntarioPEINova ScotiaNLNew BrunswickNunavutNorthwest Territories caregiver amount
Ontario medical expenses for other dependants
AlbertaBCManitobaNew BrunswickNLNova ScotiaPEINunavutNorthwest Territories medical expenses for other dependants
Pension splitting Optimized Split Amount Maximum Split Amount
Split pension income

Unused amounts available to carryforward to a future year

Unused credit 2014 2013 2012 2011 2010
Student loan interest
Donations to registered charities
Donations to government bodies
Donations to prescribed universities outside Canada
Donations to the UN and charities outside Canada
Losses Net capital loss Non-capital loss Farm/fishing loss RFL ABIL
2013
2012
2011
2010
2009
2008
2007
2006
2005
Older
Expired Expired Expired Converted to capital

Submit

You need to check and optimize your return before you can submit it.

There are still errors on your tax return.

You need to complete and check 's tax return before you can submit your own.

There was an error submitting your return.

Your return was successfully submitted.

Confirmation number

You can only submit your return once. If you need to change your return, follow this guide.

Submit your tax return to the CRA using NETFILE.

Submit 's tax return to the CRA.

There was an error submitting your T1135.

Your T1135 was successfully submitted.

Confirmation number

Submit your Foreign Income Verification Statement (T1135) to the CRA.

Total Income

After You Submit Your Return

Save or print a PDF copy of your return for your records.

Make a payment to the CRA for your $ balance owing.

Need to complete another tax return?

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This table shows the differences between your current return and what you submitted to the CRA. Use this information to change your return.

To change your split pension amount (or to add pension splitting to your return), you must print and mail an updated T1032 form.

Line number Current Submitted

British Columbia Seniors' Home Renovation Tax Credit

Enter your eligible expenses. If you kept track of your expenses in a separate document, enter the total in the first line of the table (and be sure to keep your documentation in case the CRA asks to see it). Learn more.

This section is not shared with . If you want to split this credit, you need to add this section to each of your profiles.

Date on sales slip or contract
Name of supplier or contractor & GST/HST number (if applicable)
Description (indicate if labour is included)
Amount paid (including taxes)

Election To Pay CPP/QPP Contributions

You may elect to pay CPP contributions if:

  • you were a resident of Canada for income tax purposes during the year, and you received income from any of the types of employment listed on page 2 of this form; or
  • you are an Indian registered, or entitled to be registered, under the Indian Act, and you earned tax-exempt self-employment income on a reserve in Canada.

Election to pay additional CPP


Income on which you want to make optional QPP contributions (from line 3 of work chart 445 of your Québec return).


Disability Amount

If you have a valid T2201 on file with the CRA, you may claim the disability amount. If you answer "Yes" to this question, but do not have a T2201 on file, your return will be rejected by NETFILE. Learn more.

Amounts available for transfer

If you are transferring your disability amount, the person claiming the transfer must enter these amounts in his or her own profile.

Disability Amount Transferred From a Dependant

If you have a dependant whose income is not high enough to use all of his or her disability amount, he or she may be able to transfer this unused amount to you. You can find out how much your dependant can transfer to you in his or her profile.

Use this section only for transfers from dependants other than your partner. We'll automatically transfer 's unused amount if you have linked profiles; if you don't have linked profiles, you should enter 's disability amount in the Amounts Transferred From Your Partner section.

Because you immigrated to Canada in the year, this credit may be prorated based on your date of entry. Enter the total amounts that your dependant(s) has (have) available to transfer to you and—if you don't meet the 90% test—we'll automatically prorate the credit(s) for you.

You may only claim this amount if your dependant has a valid T2201 on file with the CRA, and that T2201 is also registered on your account with the CRA. If you claim this credit, but your dependant's T2201 is not registered on your account, your return will be rejected by NETFILE.

Amounts transferred to you

Dependant's name
Relationship to you
Federal amount
Provincial/territorial amount

Is claiming any disability amounts transferred from other dependants?

N/A for residents of QC

Employee And Partner GST/HST Rebate Application

You may have incurred expenses that included GST or HST in the course of your employment duties. If you deducted these expenses from your employment income, you may be able to get a rebate for the GST or HST you paid. Learn more.

You should only complete this section if you have receipts to support the GST/HST you paid on your employment expenses, union dues, or professional fees. Note that you will also have to include this rebate as income on your 2015 tax return.

Employer information

Eligible expenses (other than CCA) on which you paid GST/HST

Type of expense
Rate
Total expense
Non-eligible portion of expense

CCA on which you paid GST/HST

Type of expense
Rate
Total expense
Non-eligible portion of expense

Rebate for property and services brought into a participating province

Include amounts on which you paid the provincial part of the HST separately. Do not include any expenses for which you paid the HST. Learn more.

Type of expense
Rate
Total expense
Non-eligible portion of expense

Ontario Healthy Homes Renovation Tax Credit

Enter your eligible expenses in the table below. If you kept track of your expenses in a separate document, enter the total in the first line of the table (and be sure to keep your documentation in case the CRA asks to see it). Learn more.

This section is not shared with . If you want to split this credit, you need to add this section to each of your profiles.

Date on sales slip or contract
Name of supplier or contractor & GST/HST number (if applicable)
Description
Amount paid (including taxes)

If not, enter the address of the property where the renovations were made

Ontario Trillium Benefit: Property and Energy Tax Grants and Credits

You cannot claim the Ontario Trillium Benefit.

Apply for:

Part A – Amount paid for a principal residence for 2014

Part B – Declaration of principal residence(s)

Note: These details won't appear on the paper forms, but the necessary information is included when you NETFILE your return.

Address
Number of months resident in 2014
Amount paid for 2014
Name of landlord or municipality

Employee Contributions to a Foreign Pension or Retirement Plan

RC267: Employee Contributions to a U.S. Retirement Plan — Temporary Assignments



RC268: Employee Contributions to a U.S. Retirement Plan — Cross Border Commuters




At least one of the following two amounts is required to process your tax return (if nil, enter $0):


RC269: Employee Contributions to a Foreign Pension Plan or Social Security Arrangement - Non-U.S. Plans

Complete Part A if you contributed in 2014 to a social security arrangement in: Chile, Finland, Germany, Ireland, Lithuania, Slovenia, Estonia, France, Greece, Latvia, the Netherlands, or Sweden

Complete Part B of this form if you contributed in 2014 to an employer-sponsored pension plan in: Chile, Finland, Greece, Ecuador, France, Ireland, Estonia, Germany, Italy, Latvia, Lithuania, the Netherlands, Slovenia, Switzerland, South Africa, the United Kingdom, Sweden, or Venezuela.

Part A – Contributions to a social security arrangement

Part B – Contributions to an employer-sponsored pension plan



Tax-exempt Earned Income Information for a PRPP

Tax-exempt earned income

We've added an RC383 to your return and populated it with values from your T4 (boxes 71 and 88) and tax-exempt earned income from the information you entered in the Person Registered Under the Indian Act (if applicable).

Eligible PRPP contributions from tax-exempt income


Repayment under the HBP and LLP made from PRPP contributions from tax-exempt income


Universal Child Care Benefits

The lower income partner must report the UCCB. Only enter an amount in box 10 if you are the partner with the lower income.

If you have an amount in box 12, the person who reported UCCB income for that year must claim this amount.

If you were a single parent on December 31, you may designate your UCCB to your eligible dependant or to the child for whom you received the payment. Learn more.

You automatically re-apply for the UCCB and the CCTB by filing your tax return.

RC62: Universal child care benefit statement

Resource Expenses

To claim your federal resource expenses, you must complete a form T1229. You must also complete a form T1231 if you have BC amounts. You must also complete a form T1241 if you have Manitoba amounts.We'll automatically add your Ontario amounts, if any, to your return.

T101: Statement of Resource Expense

Renunciation Assistance Provincial Amounts
Canadian Exploration Expense (CEE) (120) (124) BC (141)
Canadian Development Expense (CDE) (121) (125) MB (144)
Portion subject to an interest free period (130) ON (145)
Investment Tax Credit Qualifying expenses Interest free period
Amount for ITC (128) (129)

British Columbia Training Tax Credit (Employers)

Eligible shipbuilding and ship repair industry employers that claim the shipbuilding tax credits are not be able to also claim the BC training tax credits for employers.

You may only claim this credit if you have self employment (business, professional, commission, fishing, or farming) income. If you complete this form and you don't have such income, you will not receive the credit. Learn more.

T1014-1 Worksheet


Basic tax credit (non-Red Seal programs only)

You can claim the basic tax credit if, in 2014, you employed a person who was registered in a non-Red Seal program.

Completion tax credit (Red Seal and non-Red Seal programs)

You can claim the completion tax credit if the employee completed, in 2014, the training in an eligible recognized program (Red Seal or Non-Red Seal) and met the level 3, level 4, or higher requirements for that program. You can still claim this credit if the employee completed the level after leaving your employment.


Enhanced tax credit

You can claim the enhanced tax credit if, in 2014, the employee is eligible to claim the disability amount on line 316 of his or her federal Schedule 1 or if the employee is registered as an Indian under the Indian Act (Canada).


British Columbia Shipbuilding and Ship Repair Industry Tax Credit (Employers) Worksheet

Eligible shipbuilding and ship repair industry employers that claim the shipbuilding tax credits are not able to also claim the BC training tax credits for employers.

You may only claim this credit if you have self employment (business, professional, commission, fishing, or farming) income. If you complete this form and you don't have such income, you will not receive the credit.

T1014-2 Worksheet


Basic tax credit (non-Red Seal programs only)

You can claim the basic tax credit if, in 2014, you employed a person who was registered in a non-Red Seal program.

Completion tax credit (Red Seal and non-Red Seal programs)

You can claim the completion tax credit if the employee completed, in 2014, the training in an eligible recognized program (Red Seal or Non-Red Seal) and met the level 3, level 4, or higher requirements for that program. You can still claim this credit if the employee completed the level after leaving your employment.


Enhanced tax credit

You can claim the enhanced tax credit if, in 2014, the employee is eligible to claim the disability amount on line 316 of his or her federal Schedule 1 or if the employee is registered as an Indian under the Indian Act (Canada).


British Columbia Training Tax Credit (Individuals)

You may claim this credit if you completed an eligible program or you passed a challenge exam and received a Certificate of Qualification from the British Columbia Training Authority. Learn more.

In 2014 did you complete or receive a Certificate of Qualification for:





If you checked any of the boxes above or received the federal Apprenticeship Incentive Grant in the year and you are eligible to claim the disability amount or are registered as an Indian under the Indian Act:


Pension Splitting

You may only split pension income if at the end of the year you were married, living common-law, widowed (and became widowed during the year). If you were resident in BC, Manitoba or Ontario and were living separate and apart for medical reasons at the end of the year, you may also split pension income.

Use this form to split pension income with . Learn more. The person with a higher net income (line 260) and eligible pension income should be the "Pensioner". The Pensioner should complete this section first, and we'll automatically add this section to the Transferee's profile.

You haven't linked your profile with 's. To use our pension splitting optimizer, you should link your profiles.

Pensioner

Your maximum split-pension amount is $.

The split-pension amount will only be added to your and 's returns when both are complete. Learn more.

Transferee

Foreign Income Verification Statement (T1135)

You don't need to file a T1135 for 2014 since you became a resident for tax purposes this year.

Starting in 2014, you can file your T1135 electronically.

You indicated you owned or held specified foreign property with a total cost of over CAN$100,000 at the end of 2014 (if this is incorrect, change your response). You must enter the required information for each property, below. Learn more.

If you held a number of properties with a Canadian registered securities dealer or trust company, you can either:

  • report each individual property in the relevant section, or
  • report the aggregate amount of all those properties on a country-by-country basis under question 7, below.
Name of entity holding the funds
Country
Maximum funds held in the year
Funds held at year end
Income (loss)
Name of corporation
Country
Maximum cost amount in the year
Cost amount at year end
Income (loss)
Gain (loss) on disposition
Description of indebtedness
Country
Maximum cost amount in the year
Cost amount at year end
Income (loss)
Gain (loss) on disposition
Name of trust
Country
Maximum cost amount in the year
Cost amount at year end
Income received
Capital received
Gain (loss) on disposition
Description of property
Country
Maximum cost amount in the year
Cost amount at year end
Income (loss)
Gain (loss) on disposition
Description of property
Country
Maximum cost amount in the year
Cost amount at year end
Income (loss)
Gain (loss) on disposition
Name of dealer/trust company
Country
Maximum FMV during the year
FMV at year end
Income (loss)
Gain (loss) on disposition

Capital Gains on Gifts of Certain Capital Property

Complete this section if, in 2014, you donated any of the following types of properties to a registered charity or other qualified donee: a share, debt obligation, or right listed on a designated stock exchange; a share of the capital stock of a mutual fund corporation; a unit of a mutual fund trust; a prescribed debt obligation; an interest in a related segregated fund trust; or ecologically sensitive land. Learn more.

We'll automatically include the eligible amount of gifts on Schedule 9 for you.

Publicly traded shares, other shares, and mutual fund units

Name of corporation or fund
Proceeds
ACB
Outlays
Gain (loss)
Eligible amount of gift
Gain eligible
for 0%
Gain eligible
for 50%

Bonds, debentures, promissory notes, and other properties

Name of issuer
Proceeds
ACB
Outlays
Gain (loss)
Eligible amount of gift
Gain eligible
for 0%
Gain eligible
for 50%

Land properties (including ecologically sensitive land)

Address or legal description of land
Proceeds
ACB
Outlays
Gain (loss)
Eligible amount of gift
Gain eligible
for 0%
Gain eligible
for 50%

Tax On Split Income

Tax on split income is only applicable to people who are under 18 years of age.

Some of your income might be subject to a special tax (but also qualifies for a deduction.) Complete this form if you received split income in the year. Learn more.

Deemed dividends from dispositions of certain capital property

If you (or a trust of which you are the beneficiary) disposed of shares to a person with whom you do not deal at arm's length, and the dividends on such shares would be subject to tax on split income, enter the numbers below. Otherwise, leave these fields blank and skip ahead to "Federal tax on split income".

Federal tax on split income

British Columbia Mining Flow-through Share Tax Credit

You may be able to claim this credit if you invested in flow-through shares and certain expenditures have been renounced to you. Learn more.

2014 Claim

Enter this year's qualifying expenditures in the T101 and/or T5013 sections.


Carryback

You have $ available for carryback. How much, if any, would you like to carry back to:

Saskatchewan Employee's Tools Tax Credit

You may claim this credit if you were a resident of Saskatchewan at the end of 2014 and as a condition of your employment with your employer, you were required to provide eligible tools for use in an eligible trade occupation. You may only claim this credit if you had income from employment on lines 101 or 104 of your return (e.g., income on a T4 slip). Learn more.


One-time trade entry credit

If you have claimed the one-time trade entry credit in a previous year or if you answer no to any of the questions below, you can't claim the one-time trade entry credit. You may be entitled to claim the annual maintenance credit below.

Annual maintenance credit

If you claimed the one-time trade entry credit you can't claim the annual maintenance credit.

Manitoba Book Publishing & Cultural Industries Printing Tax Credits

Book Publishing Tax Credit (form T1299)

You may only claim this credit if you have limited partnership, business, or professional income.

You may claim this credit if you were a resident of Manitoba at the end of the year, and met the following conditions:

  • your primary business activity is publishing books,
  • you have published at least two eligible books within the two-year period ending at the end of the year, and
  • at least 25% of the total salaries and wages that were paid in the year by you, were paid to employees who were residents of Manitoba on December 31, 2014. Learn more.

Book publishing labour costs





Book publishing tax credit


Cultural Industries Printing Tax Credit (MB479)

You may claim this credit if:

Request For Loss Carryback (T1A)

Type of loss Available for carryback To 2013 To 2012 To 2011 Total carried back
Non-capital loss
Net-capital loss
LPP loss
Farming or fishing loss
Restricted farm loss

For non-capital losses, amounts that would reduce the income or increase the loss to their source: CCA relating to investment in Canadian motion picture films, deductions allowed under subsections 20(11) and 20(12) (see IT-506), or repayments of a shareholder's loans.

Moving Expenses Deduction

You can deduct eligible moving expenses if you move to be employed, carry on a business, or study courses as a full-time student. To qualify, your new home must be at least 40 kms closer to your new workplace or school. If you have moving expenses to carry forward from a prior year, you can do that in the bottom of this section, below the T777 form. Learn more.

Moving Expenses Carryforward

Moving Expenses

Address of your old residence

Address of your new residence

Information about your employer, business, or educational institution after the move


Details of the move




Travel from old to new residence
Temporary living near new or old residence

Allowable moving expenses

You can use either the simplified or detailed method to calculate your meal and vehicle moving expenses. Learn more.

Cost of selling old residence

Cost of purchasing new residence

Income

Summary Of Reserves On Dispositions Of Capital Property

Complete this section if you are reporting a reserve claimed on your 2013 income tax and benefit return or claiming a reserve on dispositions of capital property in 2014. Learn more.

Part 1 – Dispositions of capital property after November 12, 1981

A. Dispositions of qualified farm property (QFP) and qualified fishing property (QXP)
B. Dispositions of qualified small business corporation shares (QSBCS)
C. Dispositions of property (other than QFP, QXP, and QSBCS) to your child
D. Dispositions of property other than dispositions described in A, B, and C

Part 2 – Dispositions of capital property before November 13, 1981

Investment Tax Credit

Part A – Calculating the current year refundable ITC

Part B – Calculating the current year non-refundable ITC

Mineral exploration tax credit
Investment tax credit for child care spaces
Apprenticeship job creation tax credit
Contract number
(SIN or name of apprentice)
Name of eligible trade
Eligible salary and wages payable in the year
Allowable credit

Part C – Recapture

Recapture – ITC on SR&ED expenditures
Recapture – ITC for child care spaces

If property other than child care spaces is disposed of:

Part D – Allowable claim

Part E – Carryback and refund of ITC

ITC available for carryback
ITC available for refund

Sale of Principal Residence (and Designation as Principal Residence)

If the property was your principal residence for all the years that you owned it, you won't pay tax on your capital gain, and you don't need to complete any of the questions in this section. Learn more.


Number of tax years ending after the acquisition date in which you owned the property


Number of tax years for which you will designate the property as a principal residence









Amounts from a Spousal RRSP or RRIF to Include in Income for 2014

You indicated that you immigrated to Canada in 2014. Only report income earned while living in Canada, after your date of entry.

If you have linked profiles, we will automatically add the amounts that are calculated on lines 8 and 19 to 's return. If you don't have linked profiles, you should ensure you partner includes these amounts on his or her return.

Part 1 - RRSPs

Part 2 - RRIFs

Northern Residents Deduction

If you lived in a prescribed northern (A) or intermediate (B) zone for a continuous period of at least six consecutive months, you might be eligible for a tax credit. Learn more.

Zone A - Residents of prescribed northern zones


Zone B - Residents of prescribed intermediate zones


Deduction for travel benefits

Use the links in the table to learn more about how to claim your deduction for travel benefits. If you received a taxable benefit (box 32 or 33 of your T4 slip or 28 or 116 of your T4A slip) that was not for any particular traveller or trip, you must split it reasonably between the trips you claim in the table.

Name of traveller
Purpose
Travel expenses for the trip
In which zone did you reside?

Trust Allocations

You indicated that you immigrated to Canada in 2014. Only enter the amount earned while living in Canada, after your date of entry, in box 31, if applicable.

T3: Statement Of Trust Income Allocations And Designations



Footnotes






%

Employment Income (T4)

T4: Statement of Remuneration Paid

28

Corresponding fields from your Relevé 1 slip













RL-1: Revenus d’emploi et revenus divers




Manitoba Odour-Control Tax Credit (Individuals)

You can claim this credit if you were carrying on the business of farming as a sole proprietor or as a general partner in a partnership that is carrying on the business of farming in Manitoba, and incurred eligible expenditures in 2014.

Pension, Retirement, Annuity And Other Income

Don't report your OAS and/or your CPP in this section; use the T4A(OAS) and/or T4A(P) section instead. Learn more.
Report foreign pension income in the Foreign Pension Income section.

You indicated that you immigrated to Canada in 2014. Only report income earned while living in Canada, after your date of entry.

Additional Tax on Accumulated Income Payments from RESPs (T1172)

T4A: Statement Of Pension, Retirement, Annuity And Other Income







































Old Age Security

You indicated that you immigrated to Canada in 2014. Only enter the amount earned while living in Canada, after your date of entry, in box 18.

T4A(OAS): Statement Of Old Age Security


Canada Pension Plan Benefits

You indicated that you immigrated to Canada in 2014. Only enter the amount earned while living in Canada, after your date of entry, in boxes 14-19 and box 20.

T4A(P): Statement Of Canada Pension Plan Benefits

If nil, you must enter $0

If nil, you must enter $0



Election to stop contributing to the CPP

If you have only self-employment income and you elect (or have previously elected) to stop paying CPP contributions in 2014 (or in a prior year), in what month would you like to (did you) stop making contributions?

OR

If you filed a CPT30 election and you have both self-employment income and employment income and would like to elect in an earlier month than that listed on your CPT30 form, in what month would you like to stop making contributions?

Revoke an election to stop contributing to the CPP

If you revoked a prior year's election by filing a CPT30 form in 2014, in what month did you file the election?

OR

Because you have self-employment income, if you wish to revoke an election made in a prior year (i.e., you would like to start contribution to the CPP again), in what month in 2014 would you like this revocation to become effective?

Retirement Compensation Arrangement Distributions

T4A-RCA: Statement of Distributions from a Retirement Compensation Arrangement



Allowable deductions







Employment Insurance Benefits

You indicated that you immigrated to Canada in 2014. Only enter the amount earned while living in Canada, after your date of entry, in boxes 14 and 18.

T4E: Statement of Employment Insurance and Other Benefits



Repayment Chart

RIF Income

You indicated that you immigrated to Canada in 2014. Only report income earned while living in Canada, after your date of entry.

If you transferred this amount to your RRSP, you must also add it to the RRSP section.

T4RIF: Statement Of Income From A Registered Retirement Income Fund




Since you have an amount in box 20 or 24, and has contributed to your RRIF, you may need to complete a form T2205. Carefully review the instructions on the second page of this form to determine whether you are required to complete it.















RRSP Income

You indicated that you immigrated to Canada in 2014. Only report income earned while living in Canada, after your date of entry.

If you must report income because of your LLP or HBP, you can do that in the LLP & HBP section.

T4RSP: Statement Of RRSP Income




Since you have (an) amount(s) in box 20, 22, or 26 and has contributed to your RRSP, you may need to complete a form T2205. Carefully review the instructions on the second page of this form to determine whether you are require to complete a T2205.


Employee Profit Sharing

You should complete this form if you received a T4PS (Profit Sharing) from your employer. If there is a "Yes" in box 40, you will need to answer a few additional questions for the form RC359: Tax on Excess Employees Profit-Sharing Amounts.

T4PS: Statement Of Employee Profit-Sharing




Tax on Excess Employees Profit-Sharing Plan Amounts

If you are a beneficiary under more than one EPSP with the same employer, you will have more than one T4PS slip from that employer. Complete this section called "Tax on Excess Employees Profit-Sharing Plan Amounts" only once for each employer (even if you enter multiple T4PS slips from that employer).





Investment Income (T5)

You indicated that you immigrated to Canada in 2014. Only report income earned while living in Canada, after your date of entry, in box 19 of the T5 slip, if applicable.

T5: Statement of Investment Income


%

Tax Shelter Loss or Deduction

Use this form if you are an investor claiming a loss or deduction, a donation or political contribution deduction, or a tax credit for an interest in a tax shelter. You may have received multiple slips for the same investment in a tax shelter (e.g., a T5003 and a T5013), only enter the amounts once. Learn more.

Tax shelter identification number
Tax shelter name
Purchase year
Purchase month
Loss or deduction claimed
Line from T1 return

LSVCC Tax Credit

You may be able to claim this credit if you or became the first registered holder to acquire or irrevocably subscribe to and pay for an approved share of the capital stock of a prescribed labour-sponsored venture capital corporation from January 1, 2014, to March 2, 2015. Learn more.

T2C forms



Yukon LSVCC



You have $ available for carryback. How much, if any, would you like to carry back to:

T5006: Statement Of Registered LSVCC Shares


Statement Of Benefits

If you lived with when you received the payments in box 11 the person with the higher net income must report both T5007 slips. However, if you have the same net income, the person whose name is on the slip must report his or her own slip.

Manitoba Social Assistance (Box 14)


%

T5007: Statement of Benefits


Partnership Income

T5013: Statement of Partnership Income



Additional information


Fishing or farming income only
%

Overseas Employment Tax Credit

Only complete this form if your employer has completed a specified employer certification on form T626 and has answered "Yes" in boxes A, B, C and D. Claiming this credit may result in you having to pay AMT. To determine if minimum tax applies, complete form T691.

Throughout the qualifying period, did the you perform all or substantially all (90%) of your employment duties outside Canada in connection with a contract under which your employer carried on a business outside Canada conducting: the exploration for or exploitation of petroleum, natural gas, minerals, or other similar resources; any construction, installation, agricultural, or engineering activity; any activity performed under contract with the United Nations; or any activity performed to obtain a contract on your behalf to undertake any of the above activities.

Alternative Minimum Tax

Most SimpleTax users will end up here from the yellow warning message or the red error message at the bottom of the page. If you don't own any tax shelters, AMT probably doesn't apply to you. However, the CRA requests that you confirm that AMT doesn't apply by completing a few fields. You only need to complete the fields that apply to you. Learn more.

Note: If the relevant amounts are nil, enter $0.

Film property

Complete this section if you had carrying charges (line 221) or other expenses (line 232)

Rental and leasing property

Complete this section if you had rental income/loss (line 126)

Tax shelters, limited partnerships, and non-active partners

Complete this section if you had limited partnership income/loss (line 122), or carrying charges (line 221)

Resource property and flow-through shares

Complete this section if you had carrying charges (line 221), exploration and development expenses (line 224),
or other expenses (line 232)

Non-taxable part of capital gains reported in the year