Module 2- Schedules and slips Flashcards Preview

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Flashcards in Module 2- Schedules and slips Deck (23):
1

Schedules (LIST)

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

11. tuition,education, textbook amts

 

2

Schd 1

federal tax

3

Shcd 2

Federal amts trf from spouse

4

Schd 3

Capital gain/loss

5

Schd 4

stmt of investment income

6

schd 5

Amts for spouse and dependents

7

Schd 6 

working income tax benefit (WITB)

8

sCHD 7

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

9

schd 8

CPP Contributions and Overpayment

10

schd 9

donations and gifts

11

schd 11

tuition, education, textbook amts

12

T4

STATEMENT OF REMIUNERATION PAID

13

T4A

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

14

T4E

STMT OF EMP INSURANCE AND OTHER BENEFITS

15

T5018

STMT OF CONTRACT PAYMENTS

16

T4RSP

STMT OF RRSP INCOME

17

T4RIF

STMT OF INCOME FROM RRIF

18

T3

STMT OF TRUST INCOME ALLOCATION AND DESIGNATIONS

19

T5

STMT OF INVESTMENT INCOME

20

T5013

STMT OF PARTNERSHIP INCOME

21

T5008

STMT OF ECURITIES TRANSACTIONS

 

LIKE STOCK BROKER, INVESTOR, BANKS

EMPLOYEES WITH STOCK OPTIONS

 

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