Skip to content

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
  • US OR OTHER FOREIGN TAX SLIPS
  • 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
  • Come in early  AFTER YOU RECEIVED ALL YOUR SLIPS
  • Do not separate T-slips

We take care of your books for you, so you can get back to the job of running your business and generating profits.
Learn More...
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Learn More...
We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
Learn more...
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
Learn More...
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Learn More...

© Don G. O'Brien Professional Corporation 2021