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Tax Return Checklist

 

 

•  Last year's Canada Revenue Agency Notice of Assessment

 

•  Income information slips (T4, T5, T4E, T4A, T4AP, etc)

 

•  T3 or T5013 (to come later)

 

•  Universal Child Care Benefit slip (RC62)

 

•  RRSP receipts

 

•  Tuition slips (T2202A, etc)

 

•  Receipts for Union/Professional Dues

 

•  Receipts for medical expenses

    (include prescriptions, glasses, dental, premiums paid for health and dental coverage etc.)

 

•  Receipts for charitable Donation

 

•  Foreign Income Information (Pension, Business, etc.)

 

•  Spousal support information (Received or Paid)

 

•  Sales of stock or property information

 

•  Business, farm, or fishing (Income & expenses)

 

•  Rental Property (Income & expenses)

 

•  Employment expenses (use of car or home office for employer)

 

•  Child Care expenses

 

•  Children's Fitness/Arts Receipts

 

 

•  Carrying charges and Interest expense

 

•  Transit Pass receipts (on reverse of monthly transit pass)

 

•  Adoption expenses

 

•  Disability Certificate

 

•  Property tax or rent receipts

 

•  Foreign Property Ownership - only if cost exceeds $100,000.00

 

•  Income Tax Installments paid

 

•  Other

 

Please feel free to call us if you need advice about compiling your documents