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Personal Tax Check List

Personal Tax Check List

Employment income T 4
Unemployment income T 4E

RRSP

RRSP Withdrawal

receipts

T4RSP

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
   
   
Students  
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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