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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

Checklist: List
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HELPFUL TAX CHECKLIST

Simplified version of our checklist in image form.

Contact us directly for a free PDF version.

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Checklist: About Us


By using our services (Trent Tax), please know that any tax strategies are based on information you provide to us, and on current tax law. Tax law is subject to continual change, and may result in additional taxes, penalties, or interest. Our advice may not be correct should the facts provided to us be incorrect or incomplete or should the law or its interpretation change.

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