Your Ultimate Tax Checklist

It is that time of year again…tax season! If you are like most people, doing taxes is something you view as a dreaded task or you procrastinate doing. Do not fear, we have a helpful Tax Season Checklist to make doing your taxes easier to organize. This list will outline all the things we could need from you in order to prepare you income tax return. 

Tax Slips

• T4 slips (Employment income)
• T4e Employment Insurance benefits
• T4A (other pensions, annuities, and certain scholarships)
• T4AP (CPP benefits)
• T4 RSP (RRSP income)
• T4 RIF (RRIF income)
• T4 A-OAS (old age security)
• T3 (Mutual Funds, REITs, ETFs) 
• T5 (investment income – interest, dividends, certain capital gains)
• RC62 (Universal Child Care benefits)
• T5007 (Social assistance payments/Worker’s compensation benefits)
• T2202A (Tuition/education receipts)
• T5031 (partnership income)
• T2200 (Condition of employment/allowable employment expenses)
• All other information slips

Receipts

• RRSP contribution slips
• Medical expenses
• Support for a child, spouse, or common-law partner
• Transit pass receipts
• Charitable donations
• Office-in-home expenses
• Moving expenses (including realtor’s commissions)
  
• Exams for professional certification
• Carrying charges and interest expenses
• Other interest expenses
• Political contributions
• Childcare expenses
• Adoption expenses
• Children’s arts and sports expenses
• Tool expenses (tradesperson)
• Interest paid on your student loans
• Professional or union dues
• Attendant Expenses for the disabled person
• Other Documentation
• Notice of Assessment/Reassessment
• CRA Correspondence
• Amounts you have paid in tas instalments
• Rental income and expenses
• Sale or deemed sale of stocks, bonds, real estate, etx.
• Disability tax credit certificate
• Business, farm, or fishing income or expenses
• Northern resident’s deduction receipts
• Commission employee expenses
• Automobile/Travel logbook and expenses (self-employed and commissioned employees)
• Volunteer firefighter’s certification
• Graduate Retention Certificate
• Search and rescue volunteer certificate
• Legal expenses to collect alimony, pension, or retiring allowances
  
  

Other Documents

• Notice of Assessment/Reassessment
• CRA Correspondence
• Amounts you have paid in tax instalments
• Rental income and expenses
• Sale or deemed sale of stocks, bonds, real estate, ect.
• Disability tax credit certificate
• Business, farm, or fishing income or expenses
• Norther resident's deduction receipts 
• commission employee expenses
• Automobile/travel logbook and expenses (self-employed and commission employees)
• Volunteer firefighter's certificate
• Search and rescue volunteer certificate
• Legal expenses to collect alimony, pension, or retiring allowances