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Complete the following personal tax case using TaxFreeWay 2 0 2 3 T 1 software: Jessie Pinkman is 5 7 years old. She was born

Complete the following personal tax case using TaxFreeWay 2023 T1 software:
Jessie Pinkman is 57 years old. She was born on March 1,1966. She is married and has 3 children
aged 12,15 and 17 years old. She is employed as a security consultant at Los Pollos Hermanos
Distribution Ltd and has an annual salary of $150,000. Her 2023 T4 is provided below.
She has asked you whether she will have a federal income tax payable or refund for 2023(let the
software calculate the provincial taxes).
Other information she shared with you is as follows:
Her spouse's name is Walter Pinkman and he was born on May 14,1964.
Her children's names and birthdates are:
o Prethi Pinkman, daughter, January 10,2006,
o Paula Pinkman, daughter, June 22,2008, and
o Parminder Pinkman, son, February 18,2011.
Prethi and Parminder each have a physical infirmity (visual impairment)
Her employer paid for the $400/month underground parking spot at the companys head
office for the entire year. The employment income reported on her 2023 T4 does not
include this amount.
Her employer gave her a $20,000 Vespa scooter as an award for her 20-year work
anniversary on October 10,2023. The employment income reported on her 2023 T4 does
not include this amount.
Her employer gave her a $625 company shacket for her to wear while working from
home. The employment income reported on her 2023 T4 does not include this amount.
For winning a security hackathon challenge (to help identify network weaknesses) her
employer gave her a Cadillac Fairview gift card worth $1,000, which she could use to buy
merchandise at any retailer in its shopping malls. The employment income reported on
her 2023 T4 does not include this amount.
Her employer allowed her to work from home throughout 2023. She incurred the
following expenses while working from home:
o Utilities $1,800
o Repairs and maintenance (roof repair) $5,000
o Property taxes $7,200
o House insurance $2,800
ACCT2213 W2024 Tax Case
Page 2 of 4
o Interest on mortgage $16,000
o Repainting of the spare bedroom she uses as her dedicated workspace in
the home $650
o Home internet service fees $1,080
o Long distance telephone charges (100% work related) $500
Jessies home has 2,200 square feet of living space. She uses 110 square feet for her
dedicated workspace in the home.
Jessies workspace at home is used exclusively for the purpose of carrying out her
employment duties and is used on a regular and continuous basis for meeting clients of
Los Pollos (through MS Teams).
Jessie purchased a new desk and chair for her home office for a combined cost of $2,500
(before HST).
Jessie also purchased a new Surface Book 3 laptop to use for employment purposes from
home at a cost of $2,849(inclusive of HST)
She earned $6,500 in interest on her investments. She received a T5 tax slip for this
interest amount from her broker WealthComplex.
She received a $4,000 cash dividend from her shares in Royal Bank of Canada, an eligible
Canadian corporation. This amount was also on her T5 slip from WealthComplex.
Jessie made an RRSP contribution of $28,000 with InvestSimple on February 20,2024. She
received an RRSP Contribution tax receipt from InvestSimple in early March 2024 for this
contribution.
Jessie's 2022 Earned Income was $125,000.
Jessie paid DayCaresRus $20,000 for childcare expenses during the year ($11,000 for
Prethi and $9,000 for Paula).
She is required by her employer to use her own automobile, a Jeep Cherokee, in the
course of her employment. Her total automobile costs for the year, including monthly
lease costs, gas, repairs and maintenance, are $10,000. She drove her car 22,000
kilometres during the year; 11,000 kilometres of this amount was for employment
purposes.
Her infirm spouse had no employment income in 2023 because he was in jail the entire
year, having been convicted the prior year for dealing Crystal Meth.
Jessie was enrolled as a part-time student for 8 months in 2023 at the GTAs preeminent
post-secondary institution, Seneca College, and took three courses during the year at a
cost of $9,000.
In addition to the donations reported on her T4, Jessie made charitable donations of
$5,400 to World Central Kitchen in 2023.
Jessie incurred medical expenses of $6,600 for her family for the 12-month period ending
on October 30,2023. This was the 12-month period ending in 2023 for which she incurred
ACCT2213 W2024 Tax Case
Page 3 of 4
the highest amount of medical expenses. For the 2023 calendar year, her medical
expenses for her family totaled $5,300.
Regarding medical expenses in the TaxFreeWay Assignment, you must complete the T1-
MED form.
o Date of Payment: any date in 2023
o Name of Patient: Jessie Pinkman
o Description of Medical Expenses: Prescription drugs
o Amount Paid: 6,600
REQUIRED: Use TaxFreeWay T

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