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Taxpayers Information Taxpayer #1Name: Keith DoxSIN:805 127 115DOB: August 13, 1985Marital status: Married Address: 18 Place, Charlottetown, PE, L3A 2N7 Phone number: 902- 369-7851 Email

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Taxpayers Information Taxpayer #1Name: Keith DoxSIN:805 127 115DOB: August 13, 1985Marital 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 1st and US$125,240 on December 31st. 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.

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.

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\fCanada Revenue Agence du revenu Statement of Investment Income Year Protected B / Protege B Agency du Canada T5 Etat des revenus de placement 2019 when completed / une fols rempli Annie 13 whereit from Canadian sources Coptol gard dividends 750.00 infinite do source canadianne Dividendes our gant on capital 11 12 21 Report Code 12 Recpart identification number 25 Reppient trom 0 805 127 115 2 Code au build Other information (spo the back) Box /Case Amount / Moriand Doa / Care Amount / Montant Dot /Case Amount / Montent Recipient's rume post name tray) and andross - Nom, pronom at adresse du bend tosing Payer's name and address - Nom ol a Je490 dupayour Dox Keith & Katie RBC Royal Bank 18 Page Place Your City, YP, L3A 2N7 Currency and ident sanction codes For information, see the back. Codes de devise of d'identification 27 20 Foreign currency Trarat -Sucoursale Recipient account Pour obtenir des renseignements, Davises Atringires Numero de compte du bindeclare lisez le verso. Bre the advacy roker in you men/ Connie: I'misde contheminit dam tote didactic T5 (19)Agency du Canada Annee 2019 Etat des revenus de fiducia (repartitions et attributions) T3 Actual amount of eligible dividends Taxable amount of elable avidends Dividend tax credit for bigible dividends Capital gains Capital gains eligible for de duction Mantant real dis dividends Montand imposatie dis dindendot Credit dimp pour dividendes Gans on capital Gains on capitol admitsbles pour deemities 96.00 132.48 19.90 21 182.00 Dividend bacardi for dividends offer Fion dipble dident Deal dimp poor dividenden istes Other income Trust your end que des avidindia chamres Autres revetur Fin donnge do le fidupe Your 19 Month Annes Mom 12 Other indermat on Amount / Mort ant But / Cam Amount / Montant Footnotes - Notes (see the back) Autres Bisex laversol Trust's name and address - Nom of adresse de la lidude Protected B when completed / Protege B une fois rompli Dox Keith Thomas Jefferson Dox Trust 18 Page Place Your City, YP, L3A 2N7 Recipient identification number Account number Report code Beneficiary code Numero didentification du banelcure Numero de comple Code du ponte de fouillet Code du bend tonine For Information, see the back. 12 805 127 115 T 48 - 9653 - 33 0 1 Pour obtenir des renseignements, T3 (10) lisez le verso.Canada Revenue Agtribe du revonu Aponcy du Canada T4 Year Statement of Remuneration Paid Neat as a Pin Annee 2019 Etat de la remuneration payce Employment income - tine 10100 Income to deducted - Ines alfoo Revenn depo - Igre to ion Inpot for le mevery niing - Ipre 4 1909 14 48,200.00 22 54 Employer's socourt number / Numero of comple de fo Province of employment Employee's CPP portributions - Ine 30800 El imgurtie caningi Province Compiled Cobisation de Feecloyd au FIPC - Igne 30600 10 YP 16 2,279.70 24 48,200.00 Soda inurance number Enno! - Exemption Hemine d'amourance sociale CPPOPP ED PP-P Employment code Employer's OPP contributions - ine 30800 CPPOPP Didactic email 12 805 127 115 Code donela Gand ourrent out & pinoon - PPCIRRO 20 17 26 BPORRO AE 48,200.00 Empirehe's El premiums - in 3120 Union dont - bos 71200 Employee's name and address - Nom et adresse de l'employ Colisobors de Fencloyd & TAE - Bone 31200 Colsators Bynoon - igne 21300 18 780.84 44 Dox Keith RPP corrections - ine 20700 Charitie donners - ine M4900 Catactions Bun RPA-Igre 20760 Dons de benbaice - Igne MIC Protected B when completed / Protege B une fois rempl 20 554.00 46 Pension adjustment - Ine 20040 RPP of De SPreparation number 18 Page Place N' d'apremont don PPA ou din APDO Your City, YP 52 1,108.00 50 3559573 L3A 2N7 Employor's PPP pamum - triover PPP injuritie timings Cobsators De Temploy: ou RPAP -var of verto 55 56 Amport - Montent Dot- Coon Amount - Moritart Dun - Case Amount - Mortart Other Information (see over) Autres Amourt - Montart Amant - Uriat Smart - Hotat T4 (19) (voir au warco)

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