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Taxpayer: Donald Duncan Birthdate: July 31,1990 SIN #: 111111118 Address: 5 Muffin St, Toronto, On, M4M 3X9 Telephone: (416) 728-1968 Spouse: Debbie Duncan Birthdate: October

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Taxpayer: Donald Duncan Birthdate: July 31,1990 SIN \#: 111111118 Address: 5 Muffin St, Toronto, On, M4M 3X9 Telephone: (416) 728-1968 Spouse: Debbie Duncan Birthdate: October 31, 1992 SIN \#: 222222226 1. Donald and Debbie have been married for five years and do not have any children. 2. Donald is employed as a stockbroker and also has his own professional practice advising clients on financial planning out of his home. 3. Debbie is a primary school teacher and has $70,000 total Net Income for income tax purposes in 2022. 4. Donald is required to pay his own expenses for employment purposes and has a signed form T2200 from his employer in support thereof. He does not receive any allowance or reimbursement from his employer, and he is not eligible for any GST/HST rebate on expenses incurred. Accordingly, the data related to his expenses are entered as "HST Taxable" for income tax purposes. 5. Donald earns substantially all his employment income as a commissioned salesperson and is aware that all his expenses incurred would qualify as a deduction for income tax purposes. 6. Donald meets the income tax requirements to claim home office expenses with respect his financial planning consulting practice. His home office occupies 10% of the total house space on a square footage basis. 7. Donald has provided all pertinent information with respect to the above, as set out below. In addition, Donald has remitted \$12,000 tax instalments during 2022 in respect of income taxes due on self-employment earnings. This amount requires entry on the T1 jacket in preparing his tax return. Employment Income T4 - Toronto Brokerage Company REQUIRED: Submit in PDF format via Seneca email the following 2022 documents only. 1. Form T1 Tax Jacket for Donald (pages T1-1 to T1-8) 2. Form T777 Summary of Employment Expenses (page T777) 3. Form T777 Employment Expenses Work Chart (pageT777\#01-1) 4. Form T777 Statement of Employment Expenses (page T777\#01-5) 5. Form T2125 Summary of Business, Profession and Commission Income and Expense (page T2125) 6. Form T2125 Statement of Business or Professional Activities (pagesT2125\#01-1 to T2125\#01-4)

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