Canadian Tax

Checklist
We want to make sure you get every tax credit
and deduction youre entitled to.
So, before you get started on your taxes, make sure you have all the
receipts and income records you need.

Heres a handy checklist:

Slips Receipts (continued)
n T4 slips (Employment income) n Interest paid on student loans
n Employment insurance benefits (T4E) n Carrying charges and interest expenses
n Interest, dividends, mutual funds (T3, T5, T5008) n Office - in-home expenses
n Tuition / education receipts (T2202A) n Exams for professional certification
n Universal Child Care Benefit (RC62)
n Old Age Security and CPP benefits (T4A-OAS, T4AP)
n Other pensions and annuities (T4A)
Other documentation
n Social assistance payments (T5007) n Notice of Assessment/Reassessment
n Workers compensation benefits (T5007) n Canada Revenue Agency correspondence
n All other information slips n Sale or deemed sale of stocks, bonds or real estate
n Northern residents deductions receipts
Receipts n Rental income and expense receipts
n Business, farm or fishing income/expenses
n RRSP contribution receipts
n Automobile / Travel logbook and expenses
n Support for a child, spouse or common-law partner
n Disability Tax Credit Certificate
n Professional or union dues
n Declaration of Conditions of Employment (T2200)
n Tool expenses
n Volunteer Firefighters certification
(Tradespersons & apprentice mechanics)
n Search and Rescue volunteers certification
n Medical expenses
n Custody Arrangement documentation
n Transit pass receipts
n Charitable donations n ________________________________________
n Political contributions
n Child care expenses
n Adoption expenses
n Childrens arts and sports programs
n Moving expenses