Tax Preparation Checklist

  • Prior year’s tax return
  • Prior year’s notice of assessment
  • All personal information (SIN’s of all family members, address, date of birth, marital status, dependents, etc.)
  • T4s for employment income
  • T3s for trust and dividend income
  • T5s investment income
  • Universal child care benefit
  • Pension income
  • Child care payments
  • RRSP paid during the year up to the end of February
  • Home office expenses
  • Charitable donations
  • Public transit passes
  • Medical expenses
  • Tuition fees
  • Moving expenses for which you were not reimbursed
  • Interest on loans paid to earn investment income