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2019 Canadian Personal Taxes Checklist

2019 Canadian Personal Income Tax Return Checklist


T-Slips & Receipts

(Official receipts required)

All T-slips Required

  • T3
  • T4
  • T5
  • T4A
  • T4A(OAS)
  • T4A(P)
  • T4E
  • T4PS
  • T4RIF
  • T4RSP
  • T10
  • T101
  • T1163
  • T1164
  • T5007
  • T5008
  • T5013
  • T5018
  • Official RRSP contribution receipts
  • RRSP withdrawal slips (T4RSP)
  • Profession/union dues receipts
  • Charitable donation receipts
  • Political contribution receipts
  • Child care receipts
  • Medical receipts including medical Travel
  • Summary of tax installments paid
  • Scholarships, bursaries’ etc.
  • Capital gains & losses realized with cost information

All Income (Worldwide)

  • Self-employed/partnership business income and expenses (sort receipts into categories)
  • Rental income and expenses (ask for our “Rental Income Schedule”)
  • Employment income not on T-slips, including tips, gratuities, casual labor, etc.
  • All other income – honorariums, management fees, foreign pensions, etc.
  • Director fees
  • Pensions not reported on T-slips (certain pensions can be split with spouse)
  • Investment statements
  • Sale of personal property, stocks, bonds, land (rental property or principle residence), etc. including purchase and sale prices
  • Spousal support received
  • Details of foreign property owned at any time in the year

Student Related Documents

  • Tuition receipts T2202 (USA TL11) sign pg2 to transfer to parents
  • Student Loan Interest Statements
  • RESP withdrawal slips

Other Deductions/Tax Credits

  • Teacher and Early Childhood Educator School Supply Tax Credit max $1,000 in eligible teaching supplies
  • First Time Home Buyers Tax Credit (HBTC)
  • Moving expenses including cost of maintaining vacant residence (ask for our moving expense form)
  • Employment related expenses with sign “T2200 Declaration of Conditions of Employment”
  • Spousal support paid
  • Disability Tax Credit (certificate T2201)
  • Interest on money borrowed to purchase investments
  • Home Buyers Plan withdrawals and repayments during the calendar year
  • Caregiver Tax Credit
  • Tradesperson’s tools acquire by an employee
  • Tools acquire by apprentice vehicle mechanics
  • Safety deposit box fees and accounting fees
  • Adoption related expenses
  • Firefighter volunteer letter
  • Home accessibility renovation costs for eligible expenses
  • Work related training expense

Tips To Help Minimize Your Professional Fees

  • Bring everything in one package
  • Do not separate T-slips

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