Taxpayers Information

Taxpayer #1

Name: Keith Dox

SIN:805 127 115

DOB: August 13, 1985

Marital status: Married

Address: 18 Place, Charlottetown, PE, L3A 2N7

Phone number: 902- 369-7851

Email

Taxpayer #2

Name: Katie Dox

SIN: 805 127 123

DOB: March 3, 1986

Three days each week, a large landscaping crew efficiently swarms over The Townhouse Terrace in Your City. The grass is cut, the trees are pruned, the flower beds are weeded, and the sidewalks are swept, leaving the property immaculate. One resident says the numerous capable landscapers remind him of ants.

Keith Dox is one of these "ants." Keith lives with his wife, Katie. Katie is an ambitious young tax attorney who does not particularly like to spend time outdoors, even with Keith. Katie's net income on Line 23600 is $87,320. She has already filed her own return.

Keith and Katie sold their original home located at 216 Bayfield Street, Your City, YP, L3A 6T3, for $400,000 on March 31, 2019, before moving into their new home a few blocks away at their current address. They had purchased the house on Bayfield Street together in 2014; they lived exclusively at that address and had not owned any other residential property during the time they owned that home. Neither Keith nor Katie changed employment last year; they moved simply because they liked the new house.

Keith has a Tangerine investment account which pays him interest. He never received an information slip but was able to total up the $20.30 interest he received last year from Tangerine. Keith also has a Royal Bank savings account to which he contributes 25% of the funds and Katie contributes the remaining 75%. The $875 shown in Box 17 of the T5 slip issued by Cut You! represents royalties paid to Keith for the use of the pruning shear blade he invented.

In 2017, Keith inherited a bank account in the US with a balance of US$120,000 from his uncle. At that time, the exchange rate was 1.30503. He neither contributed nor withdrew any amounts from this account. According to bank statements, the account had a balance of US$124,000 on January 1^st and US$125,240 on December 31^st. The bank statements also show that the only credits on this account are for monthly interest payments. For 2019 the annual average exchange rate was $1.3269. Keith is not a US Citizen. He does not need to file a US return.

Keith has a $75 receipt for investment counsel fees. Though Katie doesn't know it yet, in November Keith bought a piece of land in a nearby rural area where he hopes to build a small cabin.

Keith's T4 and other information slips are reproduced below. Last year Keith received a tax refund of $1,000, including $8.50 interest on the refund. He is hoping for a refund again this year.

Keith is a Canadian citizen and he wants to answer "Yes" to the Elections Canada question. He has signed up for My Account and would like to register for online mail.

Box 22: $9,122

Manually complete Keith's tax return including all required schedules and forms using prince edward island as province, using the fillable forms package. All required schedules and forms are conveniently available on my cra website. use pdf fillable forms.

  

Employer's name-Nom de l'employeur Neat as a Pin 1+1 Canada Revenue Agency Agence du revenu du Canada Year Anne 2019 Employment income-line 10100 Revenus d'emplo-ligne 10100 T4 Statement of Remuneration Paid tat de la rmunration paye Income tax deducted-line 43700 Impt sur le revenu retenu-ligne 43700 14 48,200.00 22 54 Employers account number / Numro de compte de rempicyour Province of employment Employee's CPP contributions-line 30800 Province d'emplo Cotisations de l'employ eu RPC-Igne 30800 El insurable eamings Gans assurables d'AE 10 YP 16 2,279.70 24 Social insurance number Numro d'assurance sociale Exempt-Exemption CPP/OPP EI PPIP 12 805 127 115 28 Employment code Code d'emploi Employee's OPP cortibutions-line 30800 Colisations de l'employ au RRQ-ligre 30800 29 17 26 RPORRO AE RPAP Employee's name and address - Nom et adresse de l'employ Last name (n capital letters)-Nor de famille (en latares moulces) Employee's El orem ums-Ine 31200 Cotisations de l'employ a FAE-ligne 31200 48,200,00 CPP/OPP pensionable earnings Gains ouvrant croit pension-RPC/RRO 48,200,00 Union dues-Ine 21200 Collsacions syndicales-ligne 21200 18 Fint nas-Prnom Intal-Ingale 780.84 44 Dox Keith RPP communions-line 20700 Cot sations a un FFA-1gre 23700 Chartable conations-line 34900 Dens ce bienfaisance-ligne 34900 20 554.00 46 18 Page Place Your City, YP L3A 2N7 Pension adjustment-ne 20000 Facteur d'quivalence-1gne 20500 52 1,108.00 Employee's PPIP premiams-see over Cotsacions ce remoloy au RPAP-voir au verso 50 ROP or DPSP registration number N d'agrment d'un RPA ou cun RFCB 3559573 PPIP insumble earnings Gars assurables cu RPAP Protected B when completed / Protg B une fois rempli 161 Box-Case Amourt-Mortar Box-Casa Other information (see over) 55 Amourt-Mortem Box-Cese 56 Amourt-Mortant Autres Box-Case Amourt-Mortare Box-Case Amourt-Montere Bux-Case Amourt-Mercant renseignements