Personal Tax Checklist
Please Bring your yearly totals!
Personal Information (You, spouse, and dependants)
- Full Name
- Address
- Birth date
- Social Insurance Number
- Spouse's information
- Name
- Birth date
- Address
- Social Insurance Number
- His/her tax return line 236 if completing separately
- Dependant information
- Name
- Birth date
- Address
- Social Insurance Number
- Relationship
Tax Slips
- T4 Employment Income
- T5 Investment Income
- T3 Trust income and Designations
- T2202/A Tuition and Education Amounts
- T4A pension, retirement, annuity, old age security, or other income
- T4A(P) Canadian pension Plan Benefits
- T4A (OAS) Old Age Security
- T4E Employment Insurance Benefits
- T4PS Employee Profit Sharing
- T4RSP Income from a registered retirement savings plan
- RRIF Income from a registered retirement income fund
- T5007 WSIB or Social Assistance Benefits
- T5008 Securities Transactions
- T5013 Partnership Income
- T10 Pension Adjustment Reversal
- T101, T102, T5103 Exploration & Development Expenses
- Foreign Slip - Income from Outside of Canada
- RC62 Statement of Universal Child Care
- RC210 Working Income Tax Benefit Advance
- Tips, gratuities, occasional earnings or other employment income
Official receipts for...
- RRSPs
- Charitable donations
- Union & professional dues
- Public transit passes
- Political contributions
- Student loan interest paid or not claimed in a previous year
- Paid alimony/child support
- Paid income tax to a foreign country
- Moving expenses if you moved 40+km. to a new job or work location
- Medical expenses
- Tuition fees
- Property tax paid
- T2200 Statement of Allowable Expenses signed by your employer
Receipts for...
- All child care expenses or attendant care expenses for a disabled person
- Rent/Property taxes paid & name of landlord
- Interest paid on loans for investments
- Business investment consultation fees
- Employment expenses
- Information on any business investment losses
- Schedule of purchase & sale of securities, commissions paid
- Home renovation tax credit receipts
- First time home buyer information if you purchased your first home last year
Other Information...
- First time home buyer information if you purchased your first home last year
- Amount you sold your home for, purchase price and year of purchase
- Copy of your last Tax Return
- Copy of your last Notice of Assessment