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Checklist-Forms

To get your tax journey started, you should have all of your receipts and the additional income records needed to facilitate a positive outcome. Bringing your previous years' Notice of Assessment (NOA) helps with filing out your current return. It is not mandatory by any means. It can be done without it. 

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  • T4 slips (Employment income)

  • Employment insurance benefits (T4E)

  • Repayments of COVID-19 benefits

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

  • T2202 Tuition and Enrollment Certificate

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

  • Other pensions and annuities (T4A)

  • Social assistance payments (T5007)

  • Workers' compensation benefits (T5007)

  • Advance Canada Workers Benefit (CWB) payments (RC210)

  • Workers’ compensation benefits (T5007)

  • T4FHSA First Home Savings Account Statement

  • All other information slips

Slips
Receipts
  • RRSP contribution receipts

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

  • Professional or union dues

  • Tool expenses (Tradespersons & apprentice mechanics)

  • Labour Mobility Deduction for Tradespeople

  • Office-in-home expenses

  • Other employment expenses

  • Teacher’s school supplies

  • Medical expenses

  • Home renovations (seniors and disabled)

  • Multigenerational home renovation tax credit

  • Charitable donations

  • Political contributions

  • Childcare expenses

  • Adoption expenses

  • Moving expenses

  • Interest paid on student loans

  • Carrying charges and interest expenses

  • Exams for professional certification

  • Labour Mobility Deduction for Tradespeople

Receipts
Other Docs
  • Notice of Assessment/Reassessment

  • Canada Revenue Agency correspondence

  • Sale of principal residence

  • 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

  • Disability Tax Credit Certificate

  • Declaration of Conditions of Employment (T2200)

  • Volunteer Firefighters certification

  • Search and Rescue volunteers certification

  • Written certification for eligible educator school supplies

  • Record of cryptocurrency transactions

Other Docs
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Checklist-Forms

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