Personal Income Tax Checklist
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Income Items

_____ Previous year's tax return
_____ Previous year's Notice of Assessment and Mailing Label
_____ All information slips (eg. T4, T4A, T4A(OAS), T5, T3, T5007)
_____ Investment income not on slips (Interest, Dividends, Capital Gains)
_____ 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 (eg. 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*
_____ Prior Year Losses

Tax Credits

_____ 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

Personal

_____ Spouse - provide social insurance number, date of birth, income and deductions
_____ Dependents - provide social insurance number, date of birth and net income

* The T2200 Declaration of Conditions of Employment form can be found at the Canada Customs and Revenue Agency's website. Please note that you will require the Adobe Acrobat Reader to view this document as it is in a .pdf format. If you don't already have the reader installed on your computer, it is a free download available at adobe.com