Tax Checklist

Here is a handy checklist that you can use when preparing for your 2014 taxes!


All T4 slips (Employment income)
Employment insurance benefits (T4E)
Interest, dividends, mutual funds (T3, T5)
Tuition / education receipts (T2202A)
Universal Child Care Benefit (RC62)
Old Age Security and CPP benefits (T4A-OAS, T4AP)
Other pensions and annuities (T4A)
Social assistance payments (T5007)
Workers’ compensation benefits (T5007)
RRSP contribution slips

Support for a child, spouse or common-law partner
Professional or union dues
Tool expenses (Tradespersons)
Medical expenses (Portion not reimbursed by medical plan)
Transit pass receipts
Charitable donations
Political contributions
Child care expenses / Summer camp fees
Children’s arts/music and sports/fitness programs
Moving expenses (if you moved more than 40km for work or school)
Interest paid on student loans
Business Use of Home expenses (Property tax, rent or mortgage interest, utilities, telephone/internet)
Exam fees for professional certification
Carrying charges and interest expenses related to business

Other documents:

CRA Notice of Assessment or Reassessment
Any other Canada Revenue Agency correspondence
Sale of stocks, bonds or real estate (if not principal residence)
Rental income and expense records
Business, farm or fishing income/expenses
Mileage logbook for business use
Disability Tax Credit Certificate
Northern residents deductions
Declaration of Conditions of Employment (T2200)
Volunteer Firefighters certification


One thought on “Tax Checklist

  1. Pingback: Tax Deadline April 30th | PACIFIC TAX AND ACCOUNTING

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