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INDIVIDUAL TAX PREP CHECKLIST

SLIPS

☐T4 slips (Employment income)

☐Employment insurance benefits (T4E)

☐Interest, dividends, mutual funds (T3, T5, T5008)

☐Tuition / education receipts (T2202A)

☐Universal Child Care Benefit (RC62)

☐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

documentation

RECEIPTS

☐RRSP contribution receipts n Support for a child, spouse or common-law partner

☐Professional or union dues

☐Tool expenses (Tradespersons & apprentice mechanics)

☐Medical expenses

☐Transit pass receipts

☐Charitable donations

☐Political contributions

☐Child care expenses

☐Adoption expenses

☐Moving expenses Receipts

☐Interest paid on student loans

☐Carrying charges and interest expenses

☐Office - in-home expenses

☐Exams for professional certification Other documentation

OTHER DOCUMENTATION

☐Notice of Assessment/Reassessment

☐Canada Revenue Agency correspondence

☐Sale or deemed sale of stocks, bonds or real estate

☐Northern residents deductions receipts

☐Rental income and expense receipts

☐Business, farm or fishing income/expenses

☐Automobile / Travel logbook and expenses

☐Disability Tax Credit Certificate

☐Declaration of Conditions of Employment (T2200)

☐Volunteer Firefighters certification n Search and Rescue volunteers certification

☐ Custody Arrangement documentation

☐Other ________________________________________