Printable Canadian Tax Checklist

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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)

☐ RC62 (Universal Child Care Benefit)

☐ T4E Employment insurant benefits

☐ T5007 (Social assistance

payments/Worker’s compensation

benefits)

☐ T4A (Other pensions & annuities & certain

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)

☐ All other information slips

☐ T5 (Investment income – interest,

dividends, certain capital gains)

☐___________________________________________

Receipts

☐ RRSP contribution slips

☐ Political contributions

☐ Medical expenses

☐ Child care expenses

☐ Support for a child, spouse or

common-law partner

☐ Adoption expenses

☐ Transit pass receipts

☐ Children’s arts and sports programs

☐ Charitable donations

☐ Tool expenses (tradespersons)

☐ Office-in-home expenses

☐ Interest paid on your student loans

☐ Moving expenses (including realtor’s

commissions)

☐ Receipt for your rent/property tax

(certain provinces only)

☐ Exams for professional certification

☐ Professional or union dues

☐ Carrying charges and interest expenses

☐ Attendant expenses for a disabled

person

☐ Other interest expenses

☐

Other Documentation

☐ Notice of Assessment/Reassessment

☐ Commissioned employee expenses

☐ Canada Revenue Agency

correspondence

☐ Automobile / Travel logbook and

expenses (self-employed people &

commissioned employees)

☐ Amounts you have paid in tax

instalments

☐ 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

☐ Graduate retention certificate (SK only)

☐ Business, farm or fishing income or

expenses

☐ Search and Rescue volunteers

certification

☐ Northern residents deductions receipts

☐ Custody arrangement documentation

☐ Income/expenses

☐ Legal expenses to collect alimony,

pension or retiring allowances.

☐

☐

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