FILE 2025-1041 · Personal tax · FY 2024–25
2024 personal tax · Surinder & Manjit Brar
MKManpreet K. · lead
RGRohan G. · support
Status · in preparation
T1 due 30 Apr 2025
Workflow
Documents14
Communications28
Time & billing
Notes
Workflow · 6 of 9 complete
Engagement letter signed
12 Aug 2024
Document collection · Canadian sources
22 Feb 2025
Document collection · Indian sources
14 Oct 2024
Foreign income calc · T1135 prep
3 Mar 2025
Return prepared in TaxDome
28 Mar 2025
Internal review (partner)
2 Apr 2025
7
Awaiting client signature
Sent today 2:14
8
EFile with CRA
Expected by 15 Apr
9
Notice of Assessment received
~3 weeks
Document checklist
Canadian source · CRA
8 of 8
T4 · Surinder · MapleHealth Inc.T4
T4 · Manjit · Region of PeelT4
T5 · joint account at TDT5
RRSP contribution receipts × 3RRSP
Donation receipts (Gurudwara, Sick Kids)SLIP
Medical receiptsMED
Childcare receipts · RohanSLIP
2023 NOA (carryover reference)NOA
Indian source · for T1135 + foreign income
4 of 5
Form 16 · Surinder (BHEL)FORM 16
NRE Q3 statement · ICICINRE
PAN copies · both spousesPAN
FEMA acknowledgement (Ludhiana sale 2022)FEMA
Gurpreet inheritance valuation reportVALrequested 2 days ago
Family / supporting
0 of 1
Spousal split election confirmationawaiting Manjit's reply on WhatsApp