It’s tax time! Checkout this personal tax checklist





PERSONAL INCOME TAX RETURN CHECKLIST








We will require your:


Legal Name Mailing Address Date of birth SIN Province of residence Marital status


Previous years Notice of Assessment or Reassessments and any CRA correspondence sent to you


Please make us aware of any dependent’s income, birth dates, status (university expenses)


Any relevant information on capital gains (losses) with previous years exemptions or cumulative net investment loss information


Any carry forward information on loss, donations, RRSP


Any foreign property owned at any time in the year to earn income.


If you provide in-home care for parents or grandparents 65 years of age or older, infirm dependent relative, federal tax credits may be available.



T3 - Trust fund slips


T4 - Employment income Slips (T4A,T4A(OAS),T4A(4PT), T4E,T4F,T4PS, T4RIF)


T5 - Interest and dividends from banks and investments, trusts etc.


T10, T2200, T2202, TFA1, T100, T101, T600, T1163, T1164, CTB, TL11A, T5003, T5007, T5008, T5013,T5018(Subcontractors)



Other Income:


Business, partnership, rental income, pensions, director’s fees, scholarships, bursaries, professional fees, Foreign income


Trading summaries of stocks


Real estate or oil and gas investments - including financial statements.


Registered education savings plans redemptions



Expenses for:


o Employment related expenses (T2200)


o Interest on money borrowed to purchase investments


o Investment counsel fees


o Moving expenses


o Child care expenses and child tax credits


o Accounting fees


o Safety deposit fees


o Mining tax credits expenses


o Business research and development


o Tuition (T2202), student loans




Details and receipts for:


RRSP contributions, RRSP - Home buyers plan or Lifelong learning


Professional dues



Charitable donations

Medical expenses (ask for summaries at your pharmacist, dentist, chiropractor)


Political contributions


Prior year tax installments





Please come in as soon as you have all your information slips.


Please, do not wait until the last minute.

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