Personal Tax Checklist

To help you assemble your financial information for preparation of your income tax return, keep this checklist handy. The checklist should be completed and returned to us together with the financial information assembled.


  • Copy of last year’s Notice of Assessment from Canada Revenue Agency

Employment Income:

  • T4
  • T4A
  • T4E
  • T4PS
  • T5007

Employment Expenses:

  • T2200 plus a list of the
    related expenses

Pension Income

  • T4A OAS
  • T4AP
  • T4A
  • T4RSP
  • T4RIF

Investment Income:

  • T3
  • T5
  • T5008
  • T5013

Capital Gains:

  • T5013
  • Trading summaries from brokers
  • Annual statements from mutual funds

Other Income

  • RC62 – UCCB
  • Rental income and expense information
  • Self employment information
  • Support payments received *See note 1

Deductions and Credits:

  • Donations (must be official receipts)
  • RRSP contributions (must be official receipts)
  • Investment advice and accounting fees paid
  • Interest paid on investment loans
  • Union/professional dues
  • Tool purchases
  • Tuition fees – T2202/2202A
  • Student loan interest slips
  • Transit passes
  • Support payments paid *See note 1
  • Child care receipts
  • Child fitness program receipts *See note 2
  • Child art program receipts*See note 2
  • First time home buyer
  • Medical/dental/optical receipts (less any reimbursements from insurance)
  • Premiums paid to private medical insurance plans (MSP is not eligible)
  • Installment payment information

Note 1: If your court order, or written agreement, regarding support payments changed during the year please include a copy.


Note 2: For children under the age of 16. The program must be a minimum of 8 consecutive weeks, or in the case of a children’s camp 5 consecutive days.

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