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