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| Prepare the following checklist before start |
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Before start, make sure you have prepared all the slips and receipts which applicable for you. Please use the checklist as below:
Slips:
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All T4 slips
All interest and investment income slips (T3, T5 and T5008)
All pensions and annuities slips (T4A, T4A(P), T4RSP and T4RIF)
T4E - Employment Insurance benefits
T4A(OAS) - Old Age Security and CPP benefits
RC-62 - Universal child care benefits
T5007 - Social assistance payments and Workers’ compensation benefits
RL-1 - Employment and other income from Quebec
Partnership income and tax shelters slips (T5003, T5013, T5013A)
All other information slips (T4F, T4PS, T101, T4A-RCA )
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Receipts:
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Medical expenses
RRSP contributions
Transit passes
Moving expenses
Charitable donations
Political contributions
Professional fees or Union dues
Children’s fitness programs
Child care expenses
Adoption expenses
Support for a child, spouse or common-law partner
Tuition/Education amounts for qualifying students
Interest paid on student loans
Sale or deemed sale of stocks, bonds or real estate
Interest and dividends
Carrying charges and interest expenses
Office-in-home expenses
Automobile expenses
Travel expenses
Tool expenses
Carrying charges and interest expenses
Northern residents deductions
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Others:
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Carry forwards from previous years
Notice of Assessment
Rental income & expense records
Self-employed income & expense records
Capital gains/losses records
Disability Tax Credit Certificate (T2201)
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