TAX CHECKLIST

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

Slips

☐ T4 slips (Employment income)
☐ Employment insurance benefits (T4E)
☐ Interest, dividends, mutual funds (T3, T5, T5008)
☐ T2202 Tuition and Enrollment Certificate
☐ First Home Savings Account Statement (T4FHSA)
☐ 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

Other Documentation

☐ Notice of Assessment/Reassessment
☐ Canada Revenue Agency correspondence
☐ Sale of principal residence
☐ Sale or deemed sale of stocks, bonds or real estate
☐ Northern residents deductions receipts
☐ Rental income and expense receipts
☐ Annual earnings summary from Airbnb and expenses
☐ Business, farm or fishing income/expenses
☐ Automobile / Travel logbook and expenses
☐ Annual tax summary from rideshare company and expenses
(Uber, UberEats, Skip the Dishes, DoorDash etc.)
☐ Disability Tax Credit Certificate
☐ Declaration of Conditions of Employment (T2200)
☐ Volunteer Firefighters certification
☐ Search and Rescue volunteers’ certification
☐ Written certification for eligible educator school supplies

Receipts

☐ RRSP contribution receipts
☐ Support for a child, spouse or common-law partner
☐ Professional or union dues
☐ Tool expenses
(Tradespersons & apprentice mechanics)
☐ Other employment expenses
☐ 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
☐ Office-in-home expenses
☐ Exams for professional certification
☐ Digital news subscription