Tax Checklist

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

Slips:

All T4 slips (Employment income)
Employment insurance benefits (T4E)
Interest, dividends, mutual funds (T3, T5)
Tuition / education receipts (T2202A)
Universal Child Care Benefit (RC62) – Phased out, applicable to older years
Old Age Security and CPP benefits (T4A-OAS, T4AP)
Other pensions and annuities (T4A)
Social assistance or Workers’ compensation (T5007)
Statement of Securities Transactions (T5008)
RRSP contribution slips
RRSP withdrawal (T4RSP)

Receipts:
Spousal support payments
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
Exam fees for professional certification
Carrying charges and fees related to investments

Other documents:

CRA Notice of Assessment or Reassessment from previous year
Copy of Tax Return from previous year – New Clients
Any other Canada Revenue Agency correspondence
Annual investment statements for Sale of stocks and bonds
Sale of Real Estate – NEW for 2016 Sale of Principal Residence must be disclosed
Rental income and expense records
Business, farm or fishing income/expenses
Business Use of Home expenses (Property tax, rent or mortgage interest, utilities, telephone/internet)
Mileage logbook for business use
Disability Tax Credit Certificate
Northern residents deductions
Declaration of Conditions of Employment (T2200)
Volunteer Firefighters certification
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5 thoughts on “Tax Checklist

  1. Pingback: How to File Your Taxes Without Leaving the House in 5 Easy Steps | COASTAL TAX AND ACCOUNTING SERVICES

  2. Pingback: Need to file your 2015 taxes? | Coastal Tax and Accounting Services

  3. Pingback: How to File Your Taxes Without Leaving the House in 5 Easy Steps | Coastal Tax and Accounting Services

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