If you’re a Canadian, there are a number of things you need to gather when you want to start working on your Tax Return so that you can get the credit and deductions you deserve. Try to ensure that you don’t miss any of them in this checklist. We’re going to give you a list of all the tax slips, receipts and other documents or information you need to gather when filing for your tax return.
Your checklist for Tax Slips include the following:
T3 (Mutual funds, REITS, ETFs)
T4 (Employment income)
T4A (Certain scholarships)
T4A (Other pensions & annuities)
T4E (EI Benefits)
T4A-OAS (Old Age Security benefits)
T4AP (CPP benefits)
T4 RSP (RRSP income)
T4 RIF (RRIF income)
T5 (Investment income (interest, dividends, certain capital gains)
T5007 (Worker’s compensation benefits and/or social assistance payment)
T5013 (Partnership income)
T2200 (Conditions of employment/allowable employment expenses)
T2202A (Tuition)
RC62 (UCCB benefits)
T101 (Exploration and development expenses)
Your checklist for Receipts include the following:
Adoption expenses
Attendant expenses for a disabled person
Carrying charges (including safety deposit box)
Charitable donation receipts
Child care expenses
Children’s fitness and arts receipts
Child support/alimony payments or receipts
Exams for professional certification
Interest paid on your student loans
Medical expenses
Moving expenses (including realtor’s commissions)
Other interest expenses
Political donation receipts
Receipts for your rent/property tax (certain provinces only)
RRSP contribution slips
Transit pass receipts
Tool expenses (tradespersons)
Work-space-in-home expenses
Your checklist for Other Documents/Information include the following:
Amounts you have paid in tax instalments
Business investment loss (if you invested in a company that went bankrupt)
Capital gains and losses information for stocks, bonds, real-estate, etc.
Commissioned employee expenses
Disability tax credit certificate
Graduate retention certificate (SK only)
Last year’s notice of assessment or reassessment (for carry-forwards)
Legal expenses to collect alimony, pension or retiring allowances
Northern residents’ information
Other carry-forwards (for example, use-of-home expenses)
Other CRA correspondence
Rental income & expenses
Small business income & expenses
Vehicle logbook (self-employed people & commissioned employees)
Volunteer firefighter’s certificate
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