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PERSONAL
INCOME TAX CHECKLIST
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| Income Items: |
| _____ Previous year's tax return |
| _____ Previous year's Notice of Assessment |
| _____ All information slips (example: T4, T4A, T4A(OAS), T5, T3, T5007) |
| _____ Investment income not on slips (Interest, Dividends, Capital Gains) |
| _____ Alimony/Spousal Support received |
| _____ Partnership statements |
| _____ Rental property income and expenses |
| _____ Business or professional income and expenses |
| _____ Sale of property including books, bonds, and real estate - provide details |
| _____ Other income (example: RRSP withdrawal, foreign pension income) |
| Deductions: |
| _____ RRSP contributions |
| _____ Union or professional dues |
| _____ Childcare expenses - Form T778 |
| _____ Interest expenses related to business or investments |
| _____ Safety Deposit Box |
| _____ Alimony or Child Support |
| _____ Moving expenses |
| _____ Employment expenses (Automobile or Home Office) - You require a signed T2200 Form* |
| _____ Stock Options |
| _____ Prior year losses |
| _____ Other (e.g. pension splitting, legal fees, etc.) |
| Tax Credits: |
| _____ Spouse - provide Social Insurance Number, Date Of Birth, income and deductions |
| _____ Dependents - provide Social Insurance Number, Date Of Birth and net income |
| _____ Medical Expenses |
| _____ Disability |
| _____ Tuition fees - Form T2202A signed by student |
| _____ Charitable donations |
| _____ Political donations |
| _____ Tax installments - TD7 slips or details |
| _____ Property taxes or rent paid - provide details |
| Other Notes: |
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* The T2200 Declaration
of Conditions of Employment form
can be found on the Canada
Revenue Agency's website. Get your FREE
Adobe Acrobat Reader
to view this form at www.adobe.com
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