top of page

Income Tax Checklist

Not sure what forms to include in your tax return? Don't worry! We've provided a handy checklist so you'll know exactly what to give us to handle your return efficiently.

Income

  • Employment Income – T4s

  • Other income – T4As

  • Old Age Security Pension and any other Pensions, T4(OAS), T4RIF

  • Canada/Quebec Pension, Disability Benefit – T4A(P)

  • Investment Income – T5, T5008 and Brokers Statements

  • Employment Insurance Benefits – T4E

  • Canada Savings Bonds Information – bond series number, type, and denomination

  • Trust Income – T3s

  • Partnership Income – T5013

  • Professional, Business, or Property Income – attach applicable financial information

  • RRSP/RRIF Withdrawal, T4A, T4RSP and Home Buyer’s Plan

  • Capital Gains and Losses - enclose details of transactions during the year

  • Spousal Support or Maintenance and Alimony Payments received

  • Worker’s Compensation Benefits – T5007

  • Any other receipts of income (e.g., Mortgage interest, broker’s interest, etc…)

  • Rental Income (provide gross rents and related expenses)

Register online for a CRA ID and password for year-round access to:

  • T4 and other Tax Slips

  • Tax Return Status

  • Notice of Assessment

  • Expected Payments

  • Statement of Account

  • RRSP & TFSA Contribution Limits

Deductions

  • DEDUCTIONS

  • RRSP, Labour Sponsored Fund and RPP Contributions

  • Union and Professional Dues

  • Child Care Expenses 

    • include name, address, and SIN of recipient and for which child

  • Attendant Care Expenses 

    • include name, address, and SIN of recipient

  • Moving Expenses

  • Support or Alimony Payments pursuant to written agreement or court order

  • Carrying Costs related to Investment Income (e.g., investment consulting fees)

  • Provide details of expenses to earn Commission Income

  • Provide details of any unreimbursed employment expenses – Form T2200

  • Apprentice Mechanic’s Tool Cost – Note: Federally registered apprenticeships qualify

  • Tradesperson’s Tool Cost – receipts for eligible tools (certified by employers)

Tax Credits

  • Charitable Donations

  • Federal or Ontario Political Contributions

  • Medical Expenses (May claim expenses more than 3% of net income)

  • Tuition Fees (Form T2202 or T2202A)

  • Disability Credit – Form T2201 signed by your doctor

  • Eligible educators can claim school supplies

  • Property Taxes paid for year and municipality paid to

  • Rents paid for year

    • ​including rental address and name of landlord that received payment

Other Tax Information

  • Instalments made during the year (bring CRA notice of instalments)

  • Any Notices of Assessment or Reassessment

  • Any other Canada Revenue Agency correspondence

  • Details of assets, including foreign stocks more than $100,000 Canadian

  • Details of any real estate sales during the year, including primary residence

bottom of page