Taxpayer 1 Name Parker Patel SIN 805 232 105 DOB August 19, 1978 Taxpayer 2 Name Morgan Martin SIN 805 232 212 DOB June 3, 1980 Address 2621 River Road, Your City, YP, P0P 0P0 (outside of a CMA) Phone number (XXX) 983 2425 Email address No email address Taxpayer 3 Name Ash Martin Patel SIN 805 232 329 DOB July 1, 2003 Address 2621 River Road, Your City, YP, P0P 0P0 Morgan and Parker are common law partners and the parents of two children Ash and Avery (born on May 17, 2012) Avery does not have any income Ash graduated from secondary school in June and received a scholarship for excellent work in school, and has a T4A with $5,500 in Box 105 Ash took the summer off to do some travelling In September, Ash began full time study at the University of Your Province Ash lives in a university residence during the academic year, but uses River Road as their official address In addition to tuition of $3,000, Ash spent $350 on books and $25 for student association fees, and has receipts for these expenses Ashs T2202 shows that they attended university full time for four months Ash wants to transfer maximum tuition amounts to their parents Parker works as a meteorologist and Morgan works part time as a graphic artist Their information slips are reproduced below Parker and Morgan paid the following medical expenses in 2022, for which they were not reimbursed by their insurance July 16 Ash Dr Wolf, orthodontist $2,100 August 15 Avery Dr Wolf, orthodontist $5,000 All year Morgan Chiropractor $2,500 Note For anyone in NT or NU, assume that the chiropractic treatment took place outside of NT or NU (and would include any related eligible medical travel expenses) Parker has official receipts for these expenses The only other medical expenses the family had in 2022 were the premiums for the health insurance plan Parker paid through work Morgan was in hospital for six weeks during the year, but all expenses were covered by their health plan Morgan paid Victoria Lipinski (SIN 805 212 438) $2,000 to care for Avery after school on working days and for the six week hospital stay Parker and Morgan both have RRSP accounts Parker contributed $4,000 into their own RRSP account in December 2022 and $4,000 into a spousal RRSP for Morgan in January 2023 Morgan has not contributed into RRSPs for the last 2 years Parker's RRSP deduction limit is $45,000 and Morgan's RRSP deduction limit is $3,000 Parker, Morgan and the children are all Canadian citizens and neither Parker nor Morgan own any foreign property Box 22 BC 10,675 AB 11,690 SK 12,595 MB 13,630 ON 11,481 NB 13,298 NS 14,111 PE 13,776 NL 13,532 YT 10,891 NT 10,795 NU 9,882 The assignment will have questions about all taxpayers situations You only need to prepare Ashs Federal Tax Return and Schedule 11 Complete the required forms and schedules using the fillable forms package and save them in your computer

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Taxpayer #1 Name: Parker Patel SIN: 805 232 105 DOB: August 19, 1978 Taxpayer #2 Name: Morgan Martin SIN: 805 232 212 DOB: June 3,

Taxpayer #1
Name:	Parker Patel
SIN:	805 232 105
DOB:	August 19, 1978
Taxpayer #2
Name:	Morgan Martin
SIN:	805 232 212
DOB:	June 3, 1980
Address:	2621 River Road, Your City, YP, P0P 0P0 (outside of a CMA)
Phone number:	(XXX) 983-2425
Email address:	No email address
Taxpayer #3
Name:	Ash Martin-Patel
SIN:	805 232 329
DOB:	July 1, 2003
Address:	2621 River Road, Your City, YP, P0P 0P0

Morgan and Parker are common-law partners and the parents of two children: Ash and Avery (born on May 17, 2012). Avery does not have any income.

Ash graduated from secondary school in June and received a scholarship for excellent work in school, and has a T4A with $5,500 in Box 105. Ash took the summer off to do some travelling. In September, Ash began full-time study at the University of Your Province. Ash lives in a university residence during the academic year, but uses River Road as their official address. In addition to tuition of $3,000, Ash spent $350 on books and $25 for student association fees, and has receipts for these expenses. Ashs T2202 shows that they attended university full-time for four months. Ash wants to transfer maximum tuition amounts to their parents.

Parker works as a meteorologist and Morgan works part-time as a graphic artist. Their information slips are reproduced below.

Parker and Morgan paid the following medical expenses in 2022, for which they were not reimbursed by their insurance:

July 16	Ash	Dr. Wolf, orthodontist	$2,100
August 15	Avery	Dr. Wolf, orthodontist	$5,000
All year	Morgan	Chiropractor*	$2,500

*Note: For anyone in NT or NU, assume that the chiropractic treatment took place outside of NT or NU (and would include any related eligible medical travel expenses).

Parker has official receipts for these expenses. The only other medical expenses the family had in 2022 were the premiums for the health insurance plan Parker paid through work.

Morgan was in hospital for six weeks during the year, but all expenses were covered by their health plan. Morgan paid Victoria Lipinski (SIN 805 212 438) $2,000 to care for Avery after school on working days and for the six week hospital stay.

Parker and Morgan both have RRSP accounts. Parker contributed $4,000 into their own RRSP account in December 2022 and $4,000 into a spousal RRSP for Morgan in January 2023. Morgan has not contributed into RRSPs for the last 2 years. Parker's RRSP deduction limit is $45,000 and Morgan's RRSP deduction limit is $3,000.

Parker, Morgan and the children are all Canadian citizens and neither Parker nor Morgan own any foreign property.

Box 22:

BC: 10,675; AB: 11,690; SK: 12,595; MB: 13,630; ON: 11,481; NB: 13,298; NS: 14,111; PE: 13,776; NL: 13,532; YT: 10,891; NT: 10,795; NU: 9,882;

The assignment will have questions about all taxpayers situations. You only need to prepare Ashs Federal Tax Return and Schedule 11.

Complete the required forms and schedules using the fillable forms package and save them in your computer.