Personal Income Tax Checklist
Get ready for tax season – follow our checklist and call us to file your tax return!
Personal information for each family member
- Name
- SIN
- Date of Birth
- Current Address
- Phone number
- Marital status
- Last year Notice of Assessment and copy of Tax Return
- Province of residence on December 31
- Foreign property over $100,000
Slips
- T4 slips (Employment income)
- Employment insurance benefits (T4E)
- Interest, dividends, mutual funds (T3, T5, T5008)
- Tuition / education receipts (T2202A)
- Universal Child Care Benefit (RC62)
- Old Age Security and CPP benefits (T4A-OAS, T4AP)
- Other pensions and annuities (T4A)
- Social assistance payments (T5007)
- Workers’ compensation benefits (T5007)
- All other information slips
Receipts
- RRSP contribution receipts
- Support for a child, spouse or common-law partner
- Professional or union dues
- Tool expenses (Tradespersons & apprentice mechanics)
- Medical expenses
- Transit pass receipts
- Charitable donations
- Political contributions
- Child care expenses
- Adoption expenses
- Children’s arts and sports programs
- Moving expenses
- Interest paid on student loans
- Carrying charges and interest expenses
- Office – in-home expenses
- Exams for professional certification
Other documents
- Notice of Assessment/Reassessment
- Canada Revenue Agency correspondence
- Sale or deemed sale of stocks, bonds or real estate
- Northern residents deductions receipts
- Rental income and expense receipts
- Business, farm or fishing income/expenses
- Automobile / Travel logbook and expenses
- Disability Tax Credit Certificate n Declaration of Conditions of Employment (T2200)
- Volunteer Firefighters certification
- Search and Rescue volunteers certification
- Custody Arrangement documentation