Canadian Tax Checklist
Handy Checklist
To ensure you get every tax credit and deduction you’re entitled to!
| Employment income (T4) | Partnership income (T5013) |
| Employment insurance benefits (T4E) | Tuition (T2202A or TL11) |
| Pensions & annuity income (T4A) | Social assistance & Worker’s comp |
| CPP & OAS (T4A(P) & T4A(OAS)) | RRSP & RIF income (T4RSP, T4RIF) |
| Investment income (T3, T5, & T5008) | All other tax slips |
| 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 |
| First time home buyers credit (legal documents) |
| 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) |
| 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) |
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33-1736 Quebec Ave, Saskatoon, SK Facing Street between 38th & 39th
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