Personal Tax Return Checklist
What to send us when your personal tax return is due
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Your checklist
General
- Send us all tax slips received
- Send us details of any changes to your personal status (marriage, separation, births, new address, telephone number, disability, death)
- If you sold your principal residence (cottage or home), send us the selling price, date of sale, date of purchase, and the address
- If you own non-Canadian property (shares or real estate) with a total cost >$100,000 Cdn, send us the details
- If you worked from home more than 50% of the time, send us form T2200 prepared by your employer along with a summary of your rent, utilities, and office expenses
Deductions
- Donations (Canadian charities only)
- Medical expenses (drugs, dental, glasses, therapy, private health plan premiums, medical travel insurance premiums)
- – summarize by family member
- – identify any amounts reimbursed
- – if there are a significant number of drug receipts, consider getting a summary from the drug store
- RRSP contributions
- First Home Savings Account (FHSA) contributions
- Spousal or child support paid (send signed agreement if first year)
- Political contributions
- Property tax or rent paid (if family net income < $100,000)
- Professional fees or union dues (if not on T4)
Children
- Child care (day care, camps)
- T4s for summer jobs
- College or university tuition (the student must print form T2202A available from the school website)
- T4A if funds withdrawn from an RESP
If you own investments or property (excluding RRSP & TFSA accounts)
- Stocks – Capital gains summary report
- Mutual Funds – Annual statement showing gains/losses (for all funds)
- Real estate sales – agreement of purchase and sale (for both original purchase and sale)
- Interest on money borrowed to earn investment income
- Investment management fees
- Crypto currency activity (gains/losses)
Other
- Spousal support received
- Details of any foreign income (eg. pension / investment)
- Moving expenses (T1M) if you moved 40 km closer to a new place of work
- Home Accessibility Tax Credit. If you are 65 or older and have remodeled your home for safer access, you are eligible for this credit