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Personal Tax Check List

Personal Tax Check List

Employment income T 4
Unemployment income T 4E


RRSP Withdrawal



Investments T5, T3
Dividends Income T5, T4PS, T5013
Interest Income T5, T3, T5013
Capital Gains/Losses T5, T4PS, T5013
Safety deposit box fees or other investment or interest expenses receipts
Interest paid on student loans receipts
Tuition expenses Form T2202A
Minor Children  
  Please provide names, date of birth and SIN of children  
Child Care expenses (day care, private schools, baby sitter, summer camps) Receipts - SIN of Individual providing service  
Retired Individuals  
Old Age supplement income T 4A(OAS)
Canada Pension income T 4A(P)
Pensions T 4A
Other credits and deductions  

If you rent - amount of rent paid, address, name of landlord, # of months lived there


If you own the property - amount of property tax paid, address, name of municipality, # of months lived there

Medical expenses receipts
Union dues receipts
Charitable donations receipts


First time home buyer after January 27, 2009



Employment expenses - do you have a signed T2200 (Declaration of Conditions of Employment), list deductible expenses


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