2019 Canadian Personal Income Tax Return Checklist
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T-Slips & Receipts
(Official receipts required)
All T-slips Required
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T3
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T4
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T5
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T4A
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T4A(OAS)
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T4A(P)
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T4E
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T4PS
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T4RIF
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US OR OTHER FOREIGN TAX SLIPS
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T4RSP
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T10
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T101
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T1163
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T1164
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T5007
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T5008
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T5013
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T5018
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Official RRSP contribution receipts
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RRSP withdrawal slips (T4RSP)
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Profession/union dues receipts
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Charitable donation receipts
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Political contribution receipts
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Child care receipts
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Medical receipts including medical Travel
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Summary of tax installments paid
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Scholarships, bursaries’ etc.
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Capital gains & losses realized with cost information
All Income (Worldwide)
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Self-employed/partnership business income and expenses (sort receipts into categories)
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Rental income and expenses (ask for our “Rental Income Schedule”)
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Employment income not on T-slips, including tips, gratuities, casual labor, etc.
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All other income – honorariums, management fees, foreign pensions, etc.
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Director fees
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Pensions not reported on T-slips (certain pensions can be split with spouse)
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Investment statements
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Sale of personal property, stocks, bonds, land (rental property or principle residence), etc. including purchase and sale prices
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Spousal support received
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Details of foreign property owned at any time in the year
Student Related Documents
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Tuition receipts T2202 (USA TL11) sign pg2 to transfer to parents
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Student Loan Interest Statements
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RESP withdrawal slips
Other Deductions/Tax Credits
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Teacher and Early Childhood Educator School Supply Tax Credit max $1,000 in eligible teaching supplies
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First Time Home Buyers Tax Credit (HBTC)
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Moving expenses including cost of maintaining vacant residence (ask for our moving expense form)
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Employment related expenses with sign “T2200 Declaration of Conditions of Employment”
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Spousal support paid
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Disability Tax Credit (certificate T2201)
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Interest on money borrowed to purchase investments
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Home Buyers Plan withdrawals and repayments during the calendar year
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Caregiver Tax Credit
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Tradesperson’s tools acquire by an employee
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Tools acquire by apprentice vehicle mechanics
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Safety deposit box fees and accounting fees
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Adoption related expenses
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Firefighter volunteer letter
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Home accessibility renovation costs for eligible expenses
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Work related training expense
Tips To Help Minimize Your Professional Fees
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Bring everything in one package
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Come in early AFTER YOU RECEIVED ALL YOUR SLIPS
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Do not separate T-slips
