T1 Info Worksheet

Updated: 2022-03-08

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.

  1. Record contact information for the taxpayer as well as preferences for filing and tax credits.
  2. 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 New file defaults help topic.
  3. 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.
  4. Close unneeded sections by clicking on the arrow to the left of a heading. Click it again to reopen.

Screen Capture: Info Worksheet

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