Canadian Tax Checklist

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
• 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)

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)

Additional Checklists