Personal Income Tax Return Checklist

Please make sure you have all the receipts and records we will need to help you minimize your taxes. We want to make sure we maximize your refund and claim all the deductions you are entitled to. We want to help you keep more of your money.

Here is a checklist for your use:

Slips
 T3 slips – Investment income
 T4 slips – Employment income
 T4A slips – Other income
 T4AOAS slip – Old Age Security
 T4AP slip – Canada Pension Plan
 T4E slip – EI benefits
 T4RSP slip – RRSP withdrawals
 T5 slips – Investment income
 T5007 slip – Social assistance
 Political contributions
 RC62 slip – Universal Child Care Benefit
 RRSP contribution slips
 All other information slips

Tax Credits/Deductions
 Additional dependents
 Alimony paid
 Caregiver amount
 Disability tax credit
 Extended health and dental premiums
 First-time homebuyer
 Northern residents deductions
 Support for spouse or common-law partner
 Travel insurance premiums

Other income
 Alimony received
 Foreign pension income
 Income received but no slip issued
 Interest on income tax refund
 Tips received

Other
 Change in status
 Address change
Other documentation
 Automobile mileage logbook
 Business, farm or fishing income and expenses
 Canada Revenue Agency correspondence
 Declaration of Conditions of Employment
 Last year’s income tax return
 Notice of assessment/reassessment
 Rental income and expense records
 Sale of investments or real estate
 Stocks trading summary
 Volunteer firefighters certification

Receipts
 Adoption expenses
 Carrying charges and interest expenses
 Charitable donations
 Child care expenses
 Children’s arts and fitness payments
 Exams for professional certification
 Interest paid on student loans
 Medical expenses
 Moving expenses
 Office-in-home expenses
 Professional or union dues
 Tool expenses for tradespersons
 Transit pass receipts
 Tuition receipts (T2202A)