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Income Tax Checklist
T4 Slips-Employment Income (i.e. Paycheck Stubs)
T4E-Statement of Employment Insurance and Other Benefits
T5007-Social Assistance Payments
T5007-Workers' Compensation Benefits
T4A-(OAS) Old Age Security Pension
T4A(P)-Statement of Canada Pension Plan Benefits
T4A-Other Pensions and Annuities
RC62-Universal Child Care Benefits Statement
T3,T5-Interest, Dividends, Mutual Funds
T4A-Statement of Pension, Retirement, Annuity, and Other Income
T4F-Summary of Fishing Income
T4A-RCA-Statement of Distributions from a Retirement Compensation Arrangement
T4RSP-Statement of RRSP Income
T5006-Statement of Registered Labour Sponsored Venture Capital Corporation Class A Shares
T5008-Statement of Securities Transactions
T4RIF-Statement of Income from a Registered Retirement Income Fund
T4PS-Statement of Employee Profit-Sharing Plan
T5013-Statement of Partnership Income
T10-Pension Adjustment Reversal (PAR)
Foreign Pensions
T2202 / T2202(A)-Tuition, Education, Textbook Amounts Certificate
Other Employment Income (Research Grants & Expense Report, Cleric's Residence Allowances etc).
Receipts
Sale or Deemed Sale of Stocks, Bonds or Real Estate
Interest & Dividends
Income Tax Preparation & Accounting Fees
Support for a Child, Spouse or Common-Law Partner
RRSP Contribution Slips
Professional Fees
Union Dues
Tool Expenses (trades-persons)
Medical Expenses
Medical Expenses Paid for Other Dependents
Tuition/Education Amounts for Qualifying Students
Professional Certification Exam Fees
Student Loan Interest Payments
Transit Passes, or Receipts
Charitable Donations
Political Contributions
Child Care Expenses
Adoption Expenses
Children's Fitness Programs
Children's Arts Programs
Moving Expenses
Carrying Charges and Interest Expenses
Automobile Expenses: Fuel, Oil, Interest, Insurance, License, Registration, Maintenance, Repairs, Leasing Payments, Parking Fees, 407, Other
Automobile / Travel Logbooks
Travel Expenses
Office in Home Expenses: Heat, Electricity, Utilities, Insurance, Maintenance, Mortgage Interests, Property Taxes, Rent.
Documentation
Universal Child Care Benefit confirmation
Notice of Assessment or Reassessment
Canada Revenue Agency Correspondence
Capital Gains/Losses Records
Northern Residents Deductions
Rental Income & Expense Records
Foreign Rental Income & Expense Records
Disability Tax Credit Certificate (T2201)
Declaration of Condition of Employment (T2200)
Business Income & Expense Records
Foreign Business Income & Expense Records
Farming Income & Business Records
Fishing Income & Expense Records
Commission Income & Expense Records
Professional Income & Expense Records
Foreign Investment Income & Foreign Taxes Paid Records