HELPFUL CHECKLIST
Wondering which tax slips, documents, and receipts you might need to bring us to file your Canadian personal income tax and benefit return?
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The following is an informative guide for commonly-missed tax scenarios. Please ensure the information that you provide for tax purposes is correct, complete, and fully discloses your income.
CRA DOCUMENTS
Notice of Assessment / Reassessment
Tax Instalment Payments
Other Mail from Canada Revenue Agency
INCOME
T4 - Employment Income
T4A - Other Income
T4E - Employment Insurance Benefits
T4A(OAS/P) - Old Age Security / Pension Benefits
T5007 - Statement of Benefits (Social Assistance)
Foreign Income
Alimony / Spousal Support Payments
GST/HST Rebate Received in Previous Year
Universal Child Care Benefit (Ended July 2016)
FINANCIAL
T3 - Trust Income Allocations
T5 - Bank Interest / Mutual Funds / Dividends
T5008 - Sale of Stocks / Bonds / Real Estate
Carrying Charges and Interest Expenses
Sale of Personal-Use Property
EXPENSES
Charitable Donations
Political Contributions
Worked From Home Due to COVID-19 (Available in 2020, 2021, 2022)
T2200 - Certain Employment Expenses
Eligible Tool Expenses (Tradespersons)
Professional or Union Dues (Not on a T4)
Professional Certification Exams
Alimony / Spousal Support Payments
Public Transit Passes (Ended on July 1, 2017)
MEDICAL
Medical Expenses
Premiums paid to private health services plans
T2201 - Disability Tax Credit Certificate
RRSP
RRSP Contributions (Prior Year)
RRSP Contributions (First 60 Days of This Year)
T4RSP - RRSP Withdrawals
Lifelong Learning Plan / Home Buyers’ Plan
TUITION / EDUCATION
T2202 - Tuition and Enrolment Certificate
T4A - Scholarships
Interest Paid on your Student Loan
NEW | Canada Training Credit (2019+)
FAMILY & CHILDREN
Eligible Dependant
Child Care Expenses
Caregiver Credit (Partner / Dependant)
Adoption Expenses
Home Accessibility Tax Credit (2016+)
Children’s Arts / Fitness (Ended in 2016)
Family Tax Cut Eligibility (Ended in 2016)
RENTAL / SELF-EMPLOYMENT
Rental Property Income + Expenses
Self-Employment Income + Expenses
Farm / Fishing Income + Expenses
OTHER
Climate Action Incentive (2019+)
Moving Expenses
Northern Residents Deductions
First-Time Home Buyers' Tax Credit
Eligible Educator School Supply Tax Credit
Digital News Subscription Credit (2020-2024)
Volunteer Firefighter / Search and Rescue
T1223 - Clergy Residence Deduction

HELPFUL TAX CHECKLIST
Simplified version of our checklist in image form.
Contact us directly for a free PDF version.
