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.

Related help topics

To learn how to:

• Add a spouse and couple the return, see the Couple/uncouple spouses help topic.
• Set up a return for a non-resident or part-year resident, see the Immigrants, emigrants and non-residents help topic.
• Link dependants to a return, see the Dependant and family returns help topic.
• Prepare bankruptcy returns, see the Bankruptcy help topic.
• Activate forms from a specific province or jurisdiction, see the Provincial forms and credits help topic.
• Set up a multiple jurisdiction return, see Multiple jurisdictions (T2203) help topic.
• Reveal the section for Québec TP1 returns, see Start a TP1 return help topic.