Personal Tax Checklist

To help make sure you have all the receipts and income records for your tax return we have prepared this handy checklist:

Slips

□ All T4 slips

□ All other information slips (T3, T5, T4E, T4A, T4AP, T4RSP, T4RIF)

□ Old Age Security and CPP benefits

□ Other pensions and annuities

□ Employment Insurance benefits

□ Social assistance payments

□ Workers’ compensation benefits

Receipts

□ Interest & Dividends

□ Sale or deemed sale of stocks, bonds, or real estate

□ Support for a child, spouse, or common law partner

□ RRSP contributions

□ Professional fees or Union dues

□ Tool expenses (tradespersons)

□ Medical expenses

□ Tuition/Education amounts for qualifying students

□ Charitable donations

□ Political contributions

□ Childcare expenses

□ Adoption expenses

□ Moving expenses

□ Interest paid on student loans

□ Carrying charges and interest expenses

□ Automobile expenses

□ Travel expenses

□ Office-in-home expenses

Other Documentation

□ Property Taxes paid for the year – age 64 & older

□ Capital gains/losses records – Investment Account statements

□ Rent Receipts

□ Rental income & expense records

□ Business income & expenses

□ Disability Tax Credit Certificate (T2201)

□ Declaration of Conditions of Employment (T2200) & Expenses

□ Sale of Personal Residence – Purchase & Sale documents