Canadian Tax Preparation Checklist

Aloe Bookkeeping is dedicated to helping you get every deduction and credit you’re eligible for. Review this handy

Aloe Bookkeeping is dedicated to helping you get every deduction and credit you’re eligible for. Review this handy checklist of tax documents to make filing your personal taxes fast and easy.

Slips:

  • T4 Employment income
  • T4E Employment insurance benefits
  • T4RSP Statement of RRSP income
  • T3, T5, T5008 Interest, dividends, mutual funds
  • T2202A Tuition/education receipts
  • RC62 Universal Child Care benefit
  • T4A-OAS, T4AP Old Age Security and CPP benefits
  • T4A Other pensions and annuities
  • T5007 Social assistance payments
  • T5007 Workers’ compensations benefits
  • All other information slips

Receipts:

  • Support for a child, spouse or common-law partner
  • Professional or union dues
  • Tool expenses (Tradespersons and apprentice mechanics)
  • Medical expenses
  • Transit passes
  • Charitable donations
  • Political contribution
  • Child care expenses
  • Adoption expenses
  • Children’s arts and sports programs
  • Moving expenses
  • Interest paid on student loans
  • Carrying charges and interest expenses
  • Office-in-home expenses
  • Exams for professional certifications

Other Documentation:

  • Notice of Assessment/Reassessment
  • Canada Revenue Agency correspondence
  • Sale or deemed sale of stocks, bonds or real estate
  • Northern residents deductions receipts
  • Rental income and expense receipts
  • Business, farm or fishing income/expenses
  • Automobile/travel logbook and expenses
  • T2201 Disability Tax Credit certificate
  • T2200 Declaration of Conditions of Employment
  • Volunteer Firefighters certification
  • Search and Rescue volunteers certification
  • Custody Arrangement documentation
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