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
• Moving expenses (Contact us for details)
• 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