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Tax Checklist

Below is handy list of items to gather before meeting with your accountant.  Also available as a printable PDF for your convenience

Slips

  • All T4 slips
  • All other information slips (T3, T5, T4E, T4A, T4AP, T4RSP, T4RIF)
  • Employment income (i.e. pay cheque stubs)
  • Old Age Security and CPP benefits
  • Other pensions and annuities
  • Employment Insurance benefits
  • Social assistance payments
  • Workers' compensation benefits

Receipts

  • …Interest and dividends …
  • Sale or deemed sale of stocks, bonds or real estate
  • Support for a child, spouse or common-law partner
  • RRSP contributions
  • Professional fees or Union dues
  • Tool expenses (tradespersons)
  • Medical expenses
  • Tuition/Education amounts for qualifying students
  • Transit passes
  • Charitable donations
  • Political contributions
  • Child care expenses
  • Adoption expenses
  • Children's fitness programs
  • Moving expenses
  • Interest paid on student loans
  • Carrying charges and interest expenses
  • Automobile expenses
  • Travel expenses
  • Office-in-home expenses

Other Documentation

  • Universal Child Care Benefit confirmation …
  • Notice of Assessment
  • Canada Revenue Agency correspondence
  • Capital gains/losses records
  • Northern residents deductions
  • Rental income and expense records
  • Business, farm or fishing income and expense records
  • Disability Tax Credit Certificate (T2201)
  • Declaration of Conditions of Employment (T2200)
  • Automobile/Travel Logbooks
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