33-1736 Quebec Ave
Saskatoon SK S7K 1V9
Facing street between 38 & 39th
support@taxservice.sk.ca
306-975-9895

Handy Checklist

To ensure you get every tax credit and deduction you’re entitled to!

Slips

  • Employment income (T4)
  • Employment insurance benefits (T4E)
  • Pensions & annuity income (T4A)
  • CPP & OAS (T4A(P) & T4A(OAS))
  • Investment income (T3, T5, & T5008)
  • Partnership income (T5013)
  • Tuition (T2202A or TL11)
  • Social assistance & Worker’s comp (T5007)
  • RRSP & RIF income (T4RSP, T4RIF)
  • All other tax slips

Other Documentation

  • Canada Revenue Agency correspondence
  • Last year’s return (helpful if new client)
  • Information about you:
    – birthday / address / phone #’s / marital status
  • Information about your dependents:
    – name / birthday / net income / tuition transfer
  • Capital gain/loss information (if no T5008)
  • Child support or alimony information
  • Information about the sale of your principal residence
  • Disability tax credit certificate (T2201)
  • Employment expenses categorized (T4044) & form T2200
  • Rental property income & expenses categorized (T4036)
  • Business income & expenses categorized (T4002)
  • Volunteer firefighter / search & rescue certificate
  • Graduate retention certificate (Saskatchewan)
  • Northern residents letter
  • Business investment loss (bankrupt company)

Receipts

 

  • RRSP contributions
  • Charitable & political donations
  • Medical expenses / travel (80 km+)
  • Child care / preschool / day camp expenses
    – social insurance # if applicable
  • Adoption expenses
  • Student loan interest statements
  • Professional or union dues (if not on T4)
  • Investment advisor fees & interest expenses
  • Moving expenses (40 km+ for work)
  • School supply expenses (teachers)
  • Tool expenses (tradesperson & apprentice mechanic)
  • Exam fees for professional designations
  • Legal expenses to collect alimony, pension or retiring allowance
  • Home accessibility expenses (senior or eligible for disability credit)
  • Rent or property tax (Manitoba & Ontario)

Contact us today and let us help you with your income tax.

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