Check List

• PERSONAL TAX RETURN IMPORTANT INFORMATION CHECKLIST
• PERSONAL INFORMATION
  • SOCIAL INSURANCE NUMBER
  • NAME
  • DATE OF BIRTH
  • ADDRESS
  • E-MAIL ADDRESS
  • IF NEW TO CANADA DATE OF ENTRY IN CANADA
• DEPENDENTS INFORMATION
  • CHILDREN
    • NAME
    • DATE OF BIRTH
    • TUTION FEES
  • INCOME INFORMATION
    • T4
    • T4A
    • T4AP
    • T4A(OAS)
    • T4RSP
    • RC62
    • T4E
    • T3
    • T4PS
    • T5
    • T5008
    • T5007
    • RENTAL INCOME
    • SELF-EMPLOYEMENT INCOME
    • CAPITAL GAIN OR LOSS STATEMENT
    • GAIN OR LOSS ON INVESTMENT PROPERTY
    • HOME BUYER'S PLAN INCOME
    • WCB INCOME
  • SPOUSAL INFORMATION
    • SOCIAL INSURANCE NUMBER
    • NAME
    • DATE OF BIRTH
    • ADDRESS
    • E-MAIL ADDRESS
  • PARENTS
    • NAME
    • DATE OF BIRTH
    • SOCIAL INSURANCE NUMBER
    • INCOME FOR CAREGIVER CLAIM
  • DEDUCTIONS
    • RPP
    • RRSP
    • CHILD CARE EXPENSES
    • UNION DUES
    • EMPLOYEMENT EXPENSES
  • EXPENSES
    • BUS PASSES
    • CHILDERN'S FITNESS AMOUNT
    • CHILDERN'S ART AMOUNT
    • FIRST TIME HOME BUYER CREDIT
    • INTEREST PAID ON STUDENT LOAN
    • TUITION AND EDUCATION AMOUNT
    • MEDICAL EXPENSES
    • DONATIONS AND GIFTS
    • SAFETY DEPOSIT RENTAL FEES
    • INTEREST ON BORROWED MONEY TO EARN INCOME
    • ACCOUNTING FEES
    • MOVING EXPENSES (FOR MORE THAN 40 KM)