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Income Tax Checklist
Income Tax Checklist
- T4 Slips-Employment Income (i.e. Paycheck Stubs)
- T4E-Statement of Employment Insurance and Other Benefits
- T5007-Social Assistance Payments
- T5007-Workers' Compensation Benefits
- T4A-(OAS) Old Age Security Pension
- T4A(P)-Statement of Canada Pension Plan Benefits
- T4A-Other Pensions and Annuities
- RC62-Universal Child Care Benefits Statement
- T3,T5-Interest, Dividends, Mutual Funds
- T4A-Statement of Pension, Retirement, Annuity, and Other Income
- T4F-Summary of Fishing Income
- T4A-RCA-Statement of Distributions from a Retirement Compensation Arrangement
- T4RSP-Statement of RRSP Income
- T5006-Statement of Registered Labour Sponsored Venture Capital Corporation Class A Shares
- T5008-Statement of Securities Transactions
- T4RIF-Statement of Income from a Registered Retirement Income Fund
- T4PS-Statement of Employee Profit-Sharing Plan
- T5013-Statement of Partnership Income
- T10-Pension Adjustment Reversal (PAR)
- Foreign Pensions
- T2202 / T2202(A)-Tuition, Education, Textbook Amounts Certificate
- Other Employment Income (Research Grants & Expense Report, Cleric's Residence Allowances etc).
Receipts
Receipts
- Sale or Deemed Sale of Stocks, Bonds or Real Estate
- Interest & Dividends
- Income Tax Preparation & Accounting Fees
- Support for a Child, Spouse or Common-Law Partner
- RRSP Contribution Slips
- Professional Fees
- Union Dues
- Tool Expenses (trades-persons)
- Medical Expenses
- Medical Expenses Paid for Other Dependents
- Tuition/Education Amounts for Qualifying Students
- Professional Certification Exam Fees
- Student Loan Interest Payments
- Transit Passes, or Receipts
- Charitable Donations
- Political Contributions
- Child Care Expenses
- Adoption Expenses
- Children's Fitness Programs
- Children's Arts Programs
- Moving Expenses
- Carrying Charges and Interest Expenses
- Automobile Expenses: Fuel, Oil, Interest, Insurance, License, Registration, Maintenance, Repairs, Leasing Payments, Parking Fees, 407, Other
- Automobile / Travel Logbooks
- Travel Expenses
- Office in Home Expenses: Heat, Electricity, Utilities, Insurance, Maintenance, Mortgage Interests, Property Taxes, Rent.
Documentation
Documentation
- Universal Child Care Benefit confirmation
- Notice of Assessment or Reassessment
- Canada Revenue Agency Correspondence
- Capital Gains/Losses Records
- Northern Residents Deductions
- Rental Income & Expense Records
- Foreign Rental Income & Expense Records
- Disability Tax Credit Certificate (T2201)
- Declaration of Condition of Employment (T2200)
- Business Income & Expense Records
- Foreign Business Income & Expense Records
- Farming Income & Business Records
- Fishing Income & Expense Records
- Commission Income & Expense Records
- Professional Income & Expense Records
- Foreign Investment Income & Foreign Taxes Paid Records
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