Income Tax Return Checklist

Here’s a handy checklist:

Slips
q All T4 slips
q All other information slips (T3, T5, T4E, T4A, T4AP, T4RSP, T4RIF)
q Employment income (i.e. paycheque stubs)
q Old Age Security and CPP benefits
q Other pensions and annuities
q Employment Insurance benefits
q Social assistance payments
q Workers’ compensation benefits

Receipts
q Interest and dividends
q Sale or deemed sale of stocks, bonds or real estate
q Support for a child, spouse or common-law partner
q RRSP contributions
q Professional fees or Union dues
q Tool expenses (tradespersons)
q Medical expenses
q Tuition/Education amounts for qualifying students
q Transit passes
q Charitable donations
q Political contributions
q Child care expenses
q Adoption expenses
q Children’s fitness programs
q Moving expenses
q Interest paid on student loans
q Carrying charges and interest expenses
q Automobile expenses
q Travel expenses
q Office-in-home expenses

Other Documentation
q Universal Child Care Benefit confirmation
q Notice of Assessment
q Canada Revenue Agency correspondence
q Capital gains/losses records
q Northern residents deductions
q Rental income & expense records
q Business, farm or fishing income & expense records
q Disability Tax Credit Certificate (T2201)
q Declaration of Conditions of Employment (T2200)
q Automobile/Travel Logbooks

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