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Canadian Tax Checklist

We want to make sure you get every tax credit and deduction you’re entitled to.

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So, before you get started on your taxes, make sure you have all the 

receipts and income records you need.

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Here’s a handy checklist

Slips

  • T4 slips (Employment income)

  • Employment insurance benefits (T4E)

  • Interest, dividends, mutual funds (T3, T5, T5008)

  • Tuition / education receipts (T2202A)

  • Employee expenses related to business, obtain from employer (T2200)

  • Universal Child Care Benefit (RC62)- for tax years prior to 2017

  • Old Age Security and CPP benefits (T4A-OAS, T4AP)

  • Other pensions and annuities (T4A)

  • Social assistance payments (T5007)

 

Receipts

  • RRSP contribution receipts

  • Support for a child, spouse or common-law partner

  • Professional or union dues

  • Exams for professional certification

  • Tool expenses Trades persons & apprentice mechanics

  • Medical and dental out of pocket expenses, insurance premium paid by tax payer

  • Transit pass receipts (applies for tax years 2017 and prior tax years)

  • Charitable donations

  • Political contributions

  • Child care expenses

  • Adoption expense

  • Children’s arts and sports programs (applies for tax years 2016 and prior tax years)

  • Interest paid on student loans

  • Moving expenses

  • First Home Saving Account (FHSA)

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Other documentation

  • Notice of Assessment/Reassessment

  • Canada Revenue Agency correspondence

  • Sale or deemed sale of stocks, bonds or real estate

  • Rental income and expense receipts

  • Business, farm or fishing income/expenses

  • Office - at -home expenses

  • Automobile / Travel logbook and expenses

  • Carrying charges and interest expenses

  • Disability Tax Credit Certificate

  • Declaration of Conditions of Employment (T2200)

  • Volunteer Firefighters certification

  • Search and Rescue volunteers certification

  • Custody Arrangement documentation​

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