The first form you see when you create or carry forward a T1 return is the Info or Personal Information worksheet. It contains the taxpayer information required to prepare the return.
- Record contact information for the taxpayer as well as preferences for filing and tax credits.
- TaxCycle completes some of these fields when you carry forward a return. These fields show in purple. Other fields are populated based on defaults set for new files. Learn more the Default values help topic.
- Review messages appear when fields on the Info worksheet do not match the default settings in options. Use the Quick Fix message to update the information.
- Close unneeded sections by clicking on the arrow to the left of a heading. Click it again to reopen.