Tax Checklist
Tax Slips:
• All T4 Slips
• All other information slips (T3, T5, T4E, T4A, T4AP)
• Employment Income
• Old Age Security and CPP benefits
• Other pensions and annuities
• Employment insurance benefits
• Social assistance payments
• Workers’ compensation benefits
Supporting
Receipts:
• Interest and dividends
• Rent
• Receipt of support for a child or spouse or common-law
• RRSP income or withdrawals
• Receipt for professional or union dues
• Tools expenses
• Medical expenses
• Tuition/Education receipts for qualifying students
• Transit pass receipts
• Receipts for charitable donations
• Receipts for political contributions
• Child care expenses
• Adoption expenses
• Children’s sports programs
• Moving expenses
• Interest paid on student loans
• Carrying charges and interest expenses
• Automobile expenses
• Travel expenses
• Office-in-home expenses
Other:
Receipts & Documents
• Universal Child Care Benefit confirmation
• Disability Tax Credit application (T2201)
• Declaration of Conditions of Employment (T2200)
• Rental income & expense records
• Capital gains/losses records
