Personal Tax Checklist

We will ensure minimizing your tax and keeping you compliant with CRA rules and regulation through out our knowledge and experience.
Let’s get you ready.

Personal Information

  • Names, SIN and DOB
  • Self
  • Spouse
  • Dependents
  • Address, phone number and email address
  • Marital status

Income

  • T4 Employment income
  • T4A (OAS), T4A(P) Old age security and supplementary, Canada pension, Others
  • T4E Employment Insurance
  • T4RSP/ T4RIF RRSP Withdrawals
  • T5 Interest and dividends
  • T3 Trust incomes, distributions, investments, Gains, etc.
  • T4PS Profit sharing plan
  • T5007 Workers compensation/ social assistance
  • T5008 Capital gains/Loss summary
  • T1135 Foreign income verification
  • Child/ Spousal support received

Deductions and Receipts

  • RRSP (Registered retirement saving plan) Contributions
  • Union & professional Dues
  • Charitable donations
  • Medical expenses
  • Child care expenses
  • Property taxes or rent paid
  • Moving expenses
  • Tuition receipts
  • Adoption expenses
  • Sale of real property
  • Volunteer firefighters’ amount
  • First time home buyer amount
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