Personal Tax Return Checklist
We have prepared the following checklist to help you assemble the information required.
General
Last year’s tax return (if this is our first year)
Details of changes to personal status such as marriage, separation, births, new address, telephone number, disabilities, death
Amounts paid by installments
Home renovation tax credit - Individuals can claim a 15% tax credit on their 2009 tax return for significant renovations made to their principal residence (home or cottage) in excess of $1,000 but not more than $10,000, between January 27, 2009 and before February 1, 2010. The maximum credit is $1,350 ($9,000×15%) per family. Click here for additional information.
T-Slips
T4 Employment income
T5 Interest or dividends
T3 Mutual fund income
T600 Canada Savings Bond interest
T4OAS Old Age Security (age 65)
T4A(P) Canada or Quebec Pension
T4A Pension, retiring allowance, scholarships
T4RIF Registered Retirement Income Fund
T4RSP Withdrawal from a RRSP
T5007 Workers compensation, social assistance
T5013 Partnership income
T4E Employment Insurance Benefits
T4PS Profit Sharing Plan
Deductions
RRSP contribution slips
Professional fees or union dues (if not on T4)
Donations
Medical expenses (
drugs, dental, glasses, therapy,private health plan premiums)
Summarize by family member and exclude any amounts reimbursed
Child care information
Tuition fees/education amounts
Interest on money borrowed to earn investment income
Safety deposit box (if you own investments)
Investment management fees
Public transit passes
Labor sponsored tax credits
Spousal or child support paid
Political contribution receipts
Investments (excluding RRSP accounts)
Stocks - Capital gains summary report (from broker) or transaction slips/details
Mutual Funds - Annual statement showing gains/losses
Real estate - agreement of purchase and sale (for both original purchase and sale)
If investments are jointly owned with your spouse, details of % split
For all investments sold, switched or exchanged during the year
Other
Spousal or child support received
Property tax or rent paid (if family net income < $40,000)
Employment expenses (auto / supplies / home office)
(form T2200 required - signed by employer)
Moving expenses (T1M) if you moved 40 km closer to new place of work
RRSP Home buyer information
Details of any foreign income
CRA will send Elections Canada your name, address and birth date unless you advise us otherwise.