PERSONAL TAX RETURN CHECKLIST

Get the credits and deductions you are eligible for by using this checklist;

• Slips:
  • All T4 slips
  • All other information slips (T3, T5, T4E, T4A, T4AP, T4RSP, T4RIF)
  • Employment income (i.e. pay cheque stubs)
  • Old Age Security and CPP benefits
  • Other pensions and annuities
  • Employment Insurance benefits
  • Social assistance payments
  • Workers’ compensation benefits
• Receipts:
  • Interest and dividends
  • Sale or deemed sale of stocks, bonds or real estate
  • Support for a child, spouse or common-law partner
  • Legal fees paid to secure employment rights or child support
  • RRSP contributions
  • Professional fees or Union dues
  • Tool expenses (tradespersons)
  • Medical expenses including premiums for health insurance and travel costs
  • Tuition/Education amounts for qualifying students (may qualify for transfer to others)
  • Transit and U pass payments
  • Charitable donations
  • Political contributions
  • Child care expenses
  • Adoption expenses
  • Children’s fitness programs
  • Children’s Activity Tax Credit
  • Moving expenses
  • Interest paid on student loans
  • Interest and management fees paid to earn investment income
  • Safety deposit box fees
  • Automobile expenses
  • Travel expenses
  • Office-in-home expenses
• Other Documentation:
  • Last years’ Notice of Assessment
  • ny Canada Revenue Agency correspondence
  • Northern resident eligibility and deductions
  • Rental income & expense records
  • Business, farm or fishing income & expense records
  • Disability Tax Credit Certificate (T2201)
  • Declaration of Conditions of Employment (T2200)
  • First time home buyer declaration