Personal Tax Checklist
This is a reference list of nearly every document we handle. Only a small portion of these documents apply to most tax situations. While extensive, this list may not cover every unique case.
You may click on any document name for more information. Please contact us if you have any questions.
Income Slips & Statements
T4 - Statement of Remuneration Paid
T4A - Statement of Pension, Retirement, Annuity, and Other Income
T5 - Statement of Investment Income
T3 - Statement of Trust Income Allocations and Designations
T4E - Statement of Employment Insurance and Other Benefits
T4A(P) - Statement of Canada Pension Plan Benefits
T4A(OAS) - Statement of Old Age Security
T4RSP - Statement of RRSP Income
T4RIF - Statement of Income from a RRIF
T5008 - Statement of Securities Transactions
T5013 - Statement of Partnership Income
T5007 - Statement of Benefits
Foreign Income and Foreign Tax Paid Statements
Support Payments Received Records
Scholarship and Bursary Records
T1135 - Foreign Income Verification Statement
Deductions
RRSP Contribution Receipts
T4FHSA - FHSA Contribution Receipts
Notice of Assessment/Reassessment (Prior Year)
Union and Professional Dues Receipts
Childcare Receipts
T2200 - Declaration of Conditions of Employment
Home Office Expense Records
Vehicle Logbook and Vehicle Expense Receipts
Student Loan Interest Statements
Moving Expense Receipts
Tradesperson Tool Receipts
Investment Carrying Charges and Interest Statements
Tax Credits
Medical Expense Receipts
Official Charitable Donation Receipts
T2202 - Tuition and Enrolment Certificate
Political Contribution Receipts
T2201 - Disability Tax Credit Certificate
Foreign Tax Credit Support
Canada Training Credit (CTC) Limit Documentation
Home Accessibility Tax Credit (HATC) Renovation Receipts
Multigenerational Home Renovation Tax Credit (MHRTC) Receipts
Self-Employed Records
Business Income Records
Business Expense Receipts
Business Vehicle Logbook and Vehicle Receipts
GST/HST Registration and Filing Records
Business-Use-of-Home Expense Records
Payroll Records and Issued T4 Slips
Meals and Entertainment Receipts
Capital Asset Purchase Records
Rental Property Records
Rental Income Records
Mortgage Interest Statements
Property Tax Bills
Utilities Paid by Landlord Receipts
Repairs and Maintenance Receipts
Rental Property Insurance Statements
Property Management and Advertising Invoices
Capital Improvement Records
Investments, Dispositions & Capital Gains/Losses
Brokerage Annual Tax Package
Trade Confirmations and Transaction History
Adjusted Cost Base (ACB) Tracking Records
Real Estate Sale Documents
T2091 - Principal Residence Designation Records
Cryptocurrency Transaction Records
Foreign Asset Reporting Supporting Records
Prior Year & CRA Correspondence
Notice of Assessment and Reassessment Letters
Prior-Year Filed Returns
Instalment Payment Receipts
CRA Letters and Requests for Information