Personal Tax Checklist

Please Bring your yearly totals!

Personal Information (You, spouse, and dependants)

• Full Name
• Address
• Birth date
• Social Insurance Number
• Spouse's information
  • Name
  • Birth date
  • Address
  • Social Insurance Number
  • His/her tax return line 236 if completing separately
• Dependant information
  • Name
  • Birth date
  • Address
  • Social Insurance Number
  • Relationship

Tax Slips

• T4 Employment Income
• T5 Investment Income
• T3 Trust income and Designations
• T2202/A Tuition and Education Amounts
• T4A pension, retirement, annuity, old age security, or other income
• T4A(P) Canadian pension Plan Benefits
• T4A (OAS) Old Age Security
• T4E Employment Insurance Benefits
• T4PS Employee Profit Sharing
• T4RSP Income from a registered retirement savings plan
• RRIF Income from a registered retirement income fund
• T5007 WSIB or Social Assistance Benefits
• T5008 Securities Transactions
• T5013 Partnership Income
• T10 Pension Adjustment Reversal
• T101, T102, T5103 Exploration & Development Expenses
• Foreign Slip - Income from Outside of Canada
• RC62 Statement of Universal Child Care
• RC210 Working Income Tax Benefit Advance
• Tips, gratuities, occasional earnings or other employment income

Official receipts for...

• RRSPs
• Charitable donations
• Union & professional dues
• Public transit passes
• Political contributions
• Student loan interest paid or not claimed in a previous year
• Paid alimony/child support
• Paid income tax to a foreign country
• Moving expenses if you moved 40+km. to a new job or work location
• Medical expenses
• Tuition fees
• Property tax paid
• T2200 Statement of Allowable Expenses signed by your employer

Receipts for...

• All child care expenses or attendant care expenses for a disabled person
• Rent/Property taxes paid & name of landlord
• Interest paid on loans for investments
• Business investment consultation fees
• Employment expenses
• Information on any business investment losses
• Schedule of purchase & sale of securities, commissions paid
• Home renovation tax credit receipts
• First time home buyer information if you purchased your first home last year

Other Information...

• First time home buyer information if you purchased your first home last year
• Amount you sold your home for, purchase price and year of purchase
• Copy of your last Tax Return
• Copy of your last Notice of Assessment