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