Instructions

1. Using the information provided, prepare personal income tax returns for You and Your Spouse using Profile also known as a tax return preparation software for the 2018 Tax Year. Be sure to follow the Profile instructions for preparing a spouse return and to check the Profile Diagnostics (looks like a stethoscope on the Profile Toolbar) when you finish the tax returns.

2 Print and submit only the following forms: ? "Tax Summary" (NOT form T1 Summary); and ? "Federal Tax - Schedule 1".

PERSONAL TAX QUESTIONNAIRE 2018 TAXATION YEAR Personal Information Name [use any group member's name] Spouse's name make up a name Present home address 125 St George St. Toronto, ON M5S 2E8 Telephone number Business: (416) 978-3339 Residence: (416) 967-1111 SIN Self 222 222 225 Spouse: 543 218 658 Date of birth Self: June 23, 1970 Spouse: February 1, 1971 Marital status on December 31, 2018 Married Citizenship Self: Canadian Spouse: Canadian Provide information to Elections Canada? Yes Own foreign property of more than $100,000? No Additional information: 1. You are a CPA and work for ABC LLP as an auditor. Your T4 - Statement of Remuneration Paid is attached. Your spouse is a CFA and works as a financial advisor at IC Investments Inc. Your spouse's T4 is also attached. 2. You paid annual membership dues of $1,500 to CPA Ontario. ABC LLP did not provide you with a reimbursement for this payment. IC Investments Inc. reimbursed your spouse for the $1,000 annual membership fee that was paid to the CFA Institute. 3. You and your spouse have an investment account at the TD Bank. Your spouse contributed 65% of the capital in the investment account. You contributed 35% of the capital. The T5 - Statement of Investment Income is attached 4. You disposed of 100 shares of Google during the year. The proceeds on disposal totaled $8,000 (net of brokerage fees). You originally purchased the shares in 2010 for $2,000. These shares were held in a different investment account (registered to You) at RBC Securities. 5. You won $5,000 by playing Lotto 649 during 2018. 6. You contributed $10,000 to your Tax Free Savings Account ("TFSA") on August 11, 2018. Your spouse contributed $7,000 to her TFSA on September 30, 2018. This is the first time your spouse has made a contribution to a TFSA.7. 10. 11. You contributed $8,500 to your RRSP on January 14-, 2019. Your 2017 Notice of Assessment shows your RRSP/PRPP deduction limit for 2018 is $18,000 and available contribution room for 2018 is $18,000. You and your spouse have made donations to registered charities in previous years. The following donation receipts were received during 2018: You Canadian Cancer Society $2,000 Your Spouse United Way of Peel Region $2,700 You paid $6,000 to Ms. Nanny in 2018 to look after your daughter (Mia) while you and your spouse were at work. Mia was born on December 15, 2017. Ms. Nanny's SIN is 436 765 889. On June 30, 2018, you and your spouse purchased your rst home. You were previously renting a home. You and your spouse each withdrew $25,000 under the RRSP Homebuyers' Plan and applied these withdrawals towards the down payment for your first home. Your son (John) is a psychology student at the University of Toronto. John earned employment income of $10,600 in 2018. His date of birth is January 20, 1999. Form T2202A issued by the University of Toronto indicates the total tuition fees paid during 2018 is $15,500. John has agreed to transfer the maximum tuition credit to you. ***************