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Personal Income Tax Return
Check List

This checklist is for:

SIN-


Print this checklist and use it help gather all the papers that are needed to properly fill out your personal Income Tax Return

T4 Statement of Employment Income

T4A Statement of pension, retirement, annuity, old age security, or other income

T4RSP Statement of Income from a registered retirement savings plan

R4RIF Statement of Income from a registered retirement income fund

T4U Statement of Unemployment Insurance Benefits

T-5 Statement of Investment Income

T2200 Statement of Allowable Expenses signed by your employer

T-5007 Statement of Benefits from WS&IB or Social Assistance

T5008 Statement of Securities Transactions

T5013 Statement of Partnership Income

T3 Supplementary (Capital Gains etc.)

T101, T102, T5103 from Exploration & Development Expenses

Official receipts for:

RRSPs

Tuition fees

Union & professional dues

Prescription drugs, medical expenses

Charitable donations

Property tax paid

Children's fitness amount

Receipts for:

All child care expenses or attendant care expenses for a disabled person

Moving expenses if you moved 40+km. to a new job or work location

Safety deposit box rental

Rent paid + name of landlord

Interest paid on loans for investments

Business investment consultation fees

Other expenses:

Commissioned sales person expenses (similar to business expenses) *

Any legal expenses to collect alimony, pension or retiring allowances

Information on any business investment losses

Schedule of purchase & sale of securities, commissions paid

Personal Information

Your Mailing Labels from Revenue Canada

Name, Address, Birth date, SIN for: You, Your Spouse, and Your Children. (Your Common-Law spouse is entitled to married benefits if he/she meets certain conditions)

Copy of your last tax return (if you came to I B R C C last year, we have this item on file.)

Copy of your last Notice of Assessment