Income Tax Checklist

  • T4 Slips-Employment Income (i.e. Paycheck Stubs)
  • T4E-Statement of Employment Insurance and Other Benefits
  • T5007-Social Assistance Payments
  • T5007-Workers' Compensation Benefits
  • T4A-(OAS) Old Age Security Pension
  • T4A(P)-Statement of Canada Pension Plan Benefits
  • T4A-Other Pensions and Annuities
  • RC62-Universal Child Care Benefits Statement
  • T3,T5-Interest, Dividends, Mutual Funds
  • T4A-Statement of Pension, Retirement, Annuity, and Other Income
  • T4F-Summary of Fishing Income
  • T4A-RCA-Statement of Distributions from a Retirement Compensation Arrangement
  • T4RSP-Statement of RRSP Income
  • T5006-Statement of Registered Labour Sponsored Venture Capital Corporation Class A Shares
  • T5008-Statement of Securities Transactions
  • T4RIF-Statement of Income from a Registered Retirement Income Fund
  • T4PS-Statement of Employee Profit-Sharing Plan
  • T5013-Statement of Partnership Income
  • T10-Pension Adjustment Reversal (PAR)
  • Foreign Pensions
  • T2202 / T2202(A)-Tuition, Education, Textbook Amounts Certificate
  • Other Employment Income (Research Grants & Expense Report, Cleric's Residence Allowances etc). 

Receipts

  • Sale or Deemed Sale of Stocks, Bonds or Real Estate
  • Interest & Dividends
  • Income Tax Preparation & Accounting Fees
  • Support for a Child, Spouse or Common-Law Partner
  • RRSP Contribution Slips
  • Professional Fees
  • Union Dues
  • Tool Expenses (trades-persons)
  • Medical Expenses
  • Medical Expenses Paid for Other Dependents
  • Tuition/Education Amounts for Qualifying Students
  • Professional Certification Exam Fees
  • Student Loan Interest Payments
  • Transit Passes, or Receipts
  • Charitable Donations
  • Political Contributions
  • Child Care Expenses
  • Adoption Expenses
  • Children's Fitness Programs
  • Children's Arts Programs
  • Moving Expenses
  • Carrying Charges and Interest Expenses
  • Automobile Expenses: Fuel, Oil, Interest, Insurance, License, Registration, Maintenance, Repairs, Leasing Payments, Parking Fees, 407, Other
  • Automobile / Travel Logbooks
  • Travel Expenses
  • Office in Home Expenses: Heat, Electricity, Utilities, Insurance, Maintenance, Mortgage Interests, Property Taxes, Rent. 

Documentation

  • Universal Child Care Benefit confirmation
  • Notice of Assessment or Reassessment
  • Canada Revenue Agency Correspondence
  • Capital Gains/Losses Records
  • Northern Residents Deductions
  • Rental Income & Expense Records
  • Foreign Rental Income & Expense Records
  • Disability Tax Credit Certificate (T2201)
  • Declaration of Condition of Employment (T2200)
  • Business Income & Expense Records
  • Foreign Business Income & Expense Records
  • Farming Income & Business Records
  • Fishing Income & Expense Records
  • Commission Income & Expense Records
  • Professional Income & Expense Records
  • Foreign Investment Income & Foreign Taxes Paid Records 

0