Income Tax Preparation Checklist

We want to make sure you get every tax credit and deduction entitled to you.


So, before you get started on your taxes, make sure you have all the receipts and income records you
need. Here is a handy checklist:

Slips

  • T4 slips (Employment income)
  • Employment insurance benefits (T4E)
  • Interest, dividends, mutual funds (T3, T5, T5008)
  • Tuition / education receipts (T2202A)
  • Old Age Security and CPP benefits (T4A-OAS, T4AP)
  • Other pensions and annuities (T4A)
  • Social assistance payments (T5007)
  • Workers’ compensation benefits (T5007)
  • All other information slips

Receipts

  • RRSP contribution receipts
  • Support for a child, spouse or common-law partner
  • Professional or union dues
  • Teacher’s school supplies
  • Medical expenses
  • Home renovations (seniors and disabled)
  • Charitable donations
  • Political contributions
  • Child care expenses
  • Adoption expenses
  • Moving expenses
  • Interest paid on student loans
  • Carrying charges and interest expenses

Other Documentation

  • Notice of Assessment/Reassessment
  • Canada Revenue Agency correspondence
  • Sale of principal residence
  • Disability Tax Credit Certificate
  • Volunteer Firefighters certification
  • Search and Rescue volunteers certification
  • Written certification for eligible educator
  • school supplies