Misc. Information

  • Last year’s Tax Return
  • CRA Notice of Assessment
  • Foreign Property valued over $100,000 CAD? (Investments, Property, TimeShare)
  • Home Buyer Plan/ Lifetime Learning Plan Repayment?
  • First Time Home Buyer?
  • Sale of Principle Residence? (Need: Date of purchase, Date of sale, Address, Purchase Price & Sale Price)
  • Canadian Citizen?
  • Register to Vote?
  • Change of Address?
  • Change last name?
  • Change or add Direct Deposit?


Income 

  • T4 - Employment Income 
  • T4A - Other Income (Pension, Student Grants) 
  • T4AOAS - Old Age Security 
  • T4ACPP - Pension Income 
  • T4E - EI Income 
  • T4RIF - RIF Income
  • T5 - Interest/ Dividend Income 
  • T3 - Trust Income 
  • Alimony Income - Receipts/Support Agreement 
  • T5007 - WCB Income 
  • Statement Canada Savings Bond (Dec 31 Interest Accrual)
  • Capital Gains 
  • Rental - See Additional Checklist 
  • Self Employment - See Additional Checklist 


Children 

  • Daycare Receipts (SIN required if individual) 
  • T2202 - Education Expense for Transfer 


Deductions

  • RRSP (Spouse or Self)
  • Alimony Payments - Receipts/Cancelled Cheques/Support Agreement
  • T2200/370 Employee Expense Forms
  • Accounting Fees (Applicable for investment income)
  •  Interest Expense - Year End Loan Statement (Investment Loan)
  • T2202 Tuition
  • Medical Receipts / Statement from Extended Health
  • Donation Receipts
  • Student Loan Interest
  • Disability Tax Credit (Self or other member of household)
  • Caregiver Credit (in-house care only)
  • CRA Tax Installments
  • Transit Passes (Monthly Passes Only, receipts not valid)
  • Moving Expenses
  • Northern Resident
  • Clergy Residence