TAX CHECKLIST

WE NEED YOU TO SEND US
COMPLETE AND ACCURATE TAX DATA

Please use this PERSONAL INCOME TAX CHECKLIST to help you make sure you're including everything needed to prepare your return

T4 slips for all employment income
T4A slips for commission income
Other Employment income (e.g. research grants, foreign employment, certain GST/HST rebates, royalties, etc.)
Employment Expenses - provide a signed Form T2200 from your employer, and details or a summary of all your employment related expenses - see Form T777 for allowable expenses or contact us for more information

all tax slips for interest, dividends, capital gains dividends and income from foreign sources
income from Limited Partnerships
details of all capital dispositions (shares, bonds, properties, etc.) during the year
details of deductible carrying charges (e.g. interest, safety deposit box fees, investment counsel, etc.)
income and related expenses from RENTAL properties

income and related expenses from your unincorporated BUSINESS, PROFESSION or COMMISSION operations
income and related expenses from your unincorporated FARMING or FISHING operations

PENSION AND OTHER INCOME

receipts for RRSP contributions [ see also FAQs concerning RRSPs]
receipts for union or professional dues
details of child care expenses (e.g. nannies, babysitters, child care providers)
details of attendant care expenses
details of business investment loss (ABIL)
Moving expenses - provide details and completed Form T1-M
Support payments made/paid
slips for exploration and development expenses
Employment Expenses - provide a signed Form T2200 from your employer, and details or a summary of all your employment related expenses - see Form T777 for allowable expenses or contact us for more information
Clergy Residence deduction - provide completed Form T1223 - see also detailed review of this topic on this site
details of losses of other years (limited partnership losses, non-capital losses, net capital losses)
Northern residents deduction - provide completed Form T2222

details of spouse, and all dependants - include complete name, DOB and Social Insurance Number
Children's Fitness Amount and Children's Arts Amount [Eliminated after 2016]
Adoption Expenses
Disability Amount - provide completed Form T2201 Disability Tax Credit Certificate
slips and details for Tuition Fees, including those transferred from others (e.g. children, grandchildren, spouse) [As of January 1, 2017, the federal education and textbook amounts have been eliminated. The eligibility criteria for the tuition amount has been enhanced under certain conditions to include fees paid for occupational skills courses that are not at the post-secondary level.]
Interest paid on student loans
Public Transit Amount [January 1st to June 30th, 2017 only; eliminated after June 30, 2017]
receipts for all medical and related expenses, including nursing home costs
receipts for Charitable Donations and Gifts
Labour-sponsored Funds tax credit receipts
details for amounts paid for property tax and rent on principal residence

details of the sale of your principal residence during the year (beginning with the 2016 tax year)
details of tax instalments paid
details of DOB, SIN and marital status for each taxpayer return
details concerning Deceased taxpayers during the year - provide DOD, copy of Will, copy of death certificate
information concerning Canada Child Benefit (CCB)
information concerning GST/HST Tax Credit

If you have specific questions not covered by this CHECKLIST, please use our CONTACT form to ask

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