Resources

Personal
Employee expenses including office in home
Declaration of Conditions of Employment
Auto expenses
Business Income and expenses
Professional income and expenses
Rental income and expenses

Personal tax return check-list

  • Notice of assessment of the previous year
  • All Information slips such as:
  • T3 (income from trusts)
  • T4 employment
  • T4A (commissions and self-employed)
  • T4 RIF – Registered Income Fund
  • T4A, T4A(P) Canada Pension Plan Benefits
  • T4OAS, (old age security)
  • T4E, employment insurance)
  • T4RSP (retirement savings plan income)
  • T5 (investment income)
  • T5007 (workers’ compensation/social assistance payments)
  • T5013 (partnership income)
  • Did you receive the Universal Child Care Benefit? Please provide details. (RC 62)
  • Receipts for children’s participation in programs related to physical activity
  • Receipts for Public Transit Passes
  • Details of purchase of tools for your job
  • Details of home buyer repayment provisions/LLP
  • Pension Income–Foreign and Domestic (T4A) T4A(P) CPP
  • Amounts paid by instalments
  • Documents re: purchase or sale of investments/real estate (including details of shares donated to charity)
  • RRSP contribution slips
  • Medical, dental, nursing home and other private medical insur¬ance receipts
  • Charitable donations
  • Tuition fees/education amount (T2202A)
  • Interest paid on student loan(s)
  • Professional dues/union dues
  • Details of foreign property holdings (if any)*
  • Details of any foreign income or holdings*
  • Carrying charges/loan interest
  • Safety deposit box fees
  • Professional consultants’ fees
  • Spousal support income/payments
  • RRSP Homebuyer and education withdrawal information
  • Legal fees
  • Employment Expenses
  • Total kilometres driven and/or vehicle driving log

Rental Property

  • Address and number of units
  • Details of all rent income received
  • Details of all expanses: Rrepairs insurance and renovation costs , , property taxes, mortgage interest, utilities

Business Income/Self-employed Income/Commission Expenses

  • Revenue and expenses for the year
  • Fixed Asset additions
  • Do you have an office in your home? We need the details of what you paid–e.g., property taxes, mortgage interest, utilities, repairs and insurance
  • Do you use your car to earn income? We need the details–amount spent on gas, repairs, insurance, parking, car washes, leasing or original cost, the amount of business and personal mileage
  • Form T2200 from employer (declaration of conditions of em¬ployment)
  • Details of apprentice vehicle mechanic tool costs in year
  • Advertising and promotion
  • Truckers (TL2)
  • Total kilometres driven and/or vehicle driving log