Our Team

Personal Tax Return Checklist

  • GENERAL
    • Copies of any assessment/reassessment notices you have received during the year
  • PERSONAL INFORMATION
    • Your email address;
    • Information regarding change of name, address, marital status and/or dependants during the year;
    • List all your family members;
    • Income for dependants for the year;
    • Tuition and Education Deduction slips (form T2202A) for dependants transferring their deductions to you signed by the dependant on the back where shown;
    • Support payments to separated or ex-spouses and a breakdown between child support and spousal support paid;
    • Payments made for other dependant relatives.
  • INFORMATION SLIPS
    • Employment Income - T4;
    • Investment Income - T5;
    • Trust Income (usually mutual funds) - T3 (Careful: These do not have to be mailed to you until March 31);
    • Canada Pension Plan - T4A(P);
    • Old Age Security - T4A(OAS);
    • BC/Alberta Seniors Benefit - T5007;
    • Annuity Income - T4A;
    • RRSP withdrawals - T4RSP;
    • RIF withdrawals - T4RIF;
    • Other Pension Income - T4A;
    • Canada Savings Bonds - T5 or T600;
    • Universal Child Care Benefits - RC62;
    • Other Income (honorarium, patronage allocations, directors' fees, etc.) - T4A.
  • SELF-EMPLOYED INCOME (eg. Business, Professional and Farm)
    • A list of Income and expenses for the year;
    • Copies of invoices for capital assets (equipment) additions and sales;
    • For farmers, market value of farm inventory on hand at year end (eg. animals, feed supplies, fertilizer, gas, etc.);
    • For farmers, details of purchased inventory on hand at year end (i.e. description, registered or not for cattle, year purchased and original cost);
    • For business - cost of consumable inventory on hand;
    • For business - list of accounts receivable and accounts payable at year end.
  • RENTAL INCOME
    • A list of Income and expenses for the year;
    • Copies of invoices for capital assets (equipment) additions and sales;
  • OTHER INCOME NOT INCLUDED ABOVE
    • Information on such. This would include income from items listed in #3 for which no information slip was received.
  • INVESTMENTS SALES
    • Date purchased;
    • Cost including commission;
    • Proceeds;
    • Commission paid on sale.
  • REGISTERED RETIREMENT SAVINGS PLAN
    • Slip regarding required repayment if you withdrew funds under the RRSP Home Buyers Plan;
    • RRSP contribution slips including contributions to March 1.
  • OTHER EXPENSES
    Receipts for:
    • Union/professional dues;
    • Child care expenses - include name, address and SIN of daycare or caregiver;
    • Moving expenses - including cost to sell old house, and legal fees to acquire new house, also any reimbursement of your moving expenses by your employer;
    • Interest paid on student loans;
    • Tuition and education amounts for yourself or your spouse (Form T2202A);
    • Medical expenses – summarized;
    • Charitable donations - summarized;
    • Political donations;
    • Employment Insurance repaid;
    • Safety deposit box fees;
    • Child fitness costs;
    • Home renovation costs (2009) only – summarized;
    • Interest on loans for investment purposes;
    • Government student loan interest receipts;
    • Transit passes.
  • TAX INSTALLMENTS
    • Slips for installment payments made for the current taxation year.
  • FOREIGN REPORTING
    • Did you own foreign property at any time in the year with a total cost of more than $100,000 CDN? If so, please provide details of these investments