Personal tax preparation for seniors

Clear help with pension income and changing circumstances.

T1 personal tax preparation for seniors with pension income, multiple slips, investment income and credits that may apply.

What should seniors bring for tax preparation?

Bring all pension and investment slips, the prior-year notice of assessment, medical or donation receipts and details of changes in living, marital or caregiving circumstances.

Information commonly included

  • CPP, OAS and employer-pension slips
  • RRSP or RRIF withdrawals
  • Investment and interest income
  • Medical expenses and donations
  • Disability, caregiver or pension-related information where applicable
  • Changes after the death of a spouse or partner

A return should be explained, not simply completed

Sangita reviews the information, identifies items that need clarification and explains the result before filing.

Common questions

Can a family member help coordinate the appointment?

Yes, with the taxpayer's authorization and appropriate privacy safeguards. Contact Sangita to arrange the process.

Can the return be completed remotely?

Yes. Remote Canadian T1 preparation is available. Contact Sangita before sending confidential documents.

What if the CRA asks questions after filing?

Sangita provides after-filing support with CRA notices, reviews and audits.