Printable Canadian Tax Checklist

Printable Canadian Tax Checklist Printable_Canadian_Tax_Checklist Printable_Canadian_Tax_Checklist 5093 s redactor_assets system shopperplusca 3:

: Pdf Printable Canadian Tax Checklist Printable_Canadian_Tax_Checklist 5093 s redactor_assets system

Open the PDF directly: View PDF .
Page Count: 2

Download
Open PDF In Browser	View PDF

Canadian Tax Checklist
Before you start working on your tax return, you’ll need to gather a
few things. To make sure you get every tax credit and deduction
you’re entitled to, we’ve prepared this handy checklist for you.

Here’s a handy checklist:

Tax Slips
☐ T4 Slip (Employment Income)
☐ T4E Employment insurant benefits
☐ T4A (Other pensions & annuities & certain

☐ RC62 (Universal Child Care Benefit)
☐ T5007 (Social assistance
payments/Worker’s compensation
benefits)

scholarships)

☐ T4AP (CPP benefits)

☐ T2202A (Tuition/ education receipts)

☐ T4 RSP (RRSP income)

☐ T5031 (Partnership income)

☐ T4 RIF (RRIF income)

☐ T2200 (Condition of employment /
allowable employment expenses)

☐ T4 A-OAS (Old Age Security)
☐ T3 (Mutual funds, REITS, ETFs)
☐ T5 (Investment income – interest,
dividends, certain capital gains)

☐ All other information slips
☐___________________________________________

Receipts
☐ RRSP contribution slips

☐ Political contributions

☐ Medical expenses
☐ Support for a child, spouse or
common-law partner

☐ Child care expenses

☐ Transit pass receipts

☐ Children’s arts and sports programs

☐ Charitable donations

☐ Tool expenses (tradespersons)

☐ Office-in-home expenses
☐ Moving expenses (including realtor’s
commissions)

☐ Interest paid on your student loans

☐ Exams for professional certification
☐ Carrying charges and interest expenses

☐ Professional or union dues

☐ Other interest expenses

☐ Adoption expenses

☐ Receipt for your rent/property tax
(certain provinces only)
☐ Attendant expenses for a disabled
person
☐

Other Documentation
☐ Notice of Assessment/Reassessment
☐ Canada Revenue Agency
correspondence
☐ Amounts you have paid in tax
instalments

☐ Commissioned employee expenses
☐ Automobile / Travel logbook and
expenses (self-employed people &
commissioned employees)

☐ Rental income & expenses

☐ Declaration of Conditions of
Employment (T2200)

☐ Sale or deemed sale of stocks, bonds,
real-estate, etc.

☐ Volunteer firefighters certification

☐ Disability tax credit certificate
☐ Business, farm or fishing income or
expenses

☐ Graduate retention certificate (SK only)
☐ Search and Rescue volunteers
certification

☐ Northern residents deductions receipts

☐ Custody arrangement documentation
☐ Legal expenses to collect alimony,
pension or retiring allowances.

☐ Income/expenses
☐

☐

www.shopperplus.com

1-866-979-7463



---

Source Exif Data:

File Type                       : PDF
File Type Extension             : pdf
MIME Type                       : application/pdf
PDF Version                     : 1.5
Linearized                      : No
Page Count                      : 2
Language                        : zh-CN
Tagged PDF                      : Yes
Author                          : Microsoft
Creator                         : Microsoft® Word 2013
Create Date                     : 2017:03:07 13:14:40-05:00
Modify Date                     : 2017:03:07 13:14:40-05:00
Producer                        : Microsoft® Word 2013

EXIF Metadata provided by EXIF.tools