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