Personal Tax Return Checklist
Below is a checklist that I have put together to help my clients organize and compile the information needed to complete their personal tax return.
SLIPSAll information Slips (T4, T3, T5, T4E, T4A, T4AP, T4RSP, T4RIF, T5013)
Old Age Security and CPP benefits Other Pensions and Annuities Employment insurance benefits Social assistance payments Workers compensation Benefits RRSP contributions Universal Child Care Benefit Confirmation Disability Tax Credit Certificate (T2201) Declaration of Conditions of Employment (T2200) |
FAMILYMedical expenses
Support for a child, spouse or common-law partner Tuition/Education amounts for qualifying students Interest paid on student loans Transit passes Child care expenses Children’s fitness programs |
BUSINESS, RENTALBusiness income and expense
records Rental income and expense records Office-in-home expenses Automobile expenses Automobile /Travel Logbooks |
INVESTMENTSSale
or deemed sale of stocks, bonds, or real estate Capital gains/losses records |
OTHER
Charitable/Political
contributions Professional Fees Union Dues Carrying charges and interest expenses Prior year Notice of Assessment Canada Revenue Agency Correspondence Tools expenses (tradesperson) |