To ensure the greatest tax savings, we have provided a checklist for you of what to bring.

To download a printable version of the checklist, click here.

Family Information

• Full name of Spouse 1
• Full name of Spouse 2
• Full name of Dependant 1
• Full name of Dependant 2
• Full name of Dependant 3
• Full name of Dependant 4
• Current residential address
• Social insurance number
• Date of birth
• Contact number
• Previous years' notice of assessment
• Information slips (T4, T3, T5, T4E, T4A, T4AP, etc.)
• RRSP receipts
• Tuition receipts and education certificates
• Receipts for professional or union dues
• Receipts for medical expenses, charitable donations and political contributions
• Receipts for Property Taxes or Rent paid
• Receipts for Daycare or Child Fitness

Income

• Employment income
• Pension benefits, including OAS and CPP
• Employment insurance benefits
• Social assistance and WCB benefits
• Interest and dividends
• Sale of stocks, bonds or real estate
• Spousal or child support received
• RRSP income or withdrawals
• Rental income
• Business, farm or fishing income
• Miscellaneous income

Deductions and Credits (Receipts for all Deductions are required)

• RRSP and RPP contributions
• Pension splitting for Spouses
• Child care expenses
• Union or professional dues
• Moving expenses
• Spousal or child support paid
• Carrying charges and interest expenses
• Employment Expenses with attached signed condition of employment form (T2200)
• Claim for meals and lodging for transport drivers with attached signed form (TL2)
• HST credit on employment expenses with attached signed form (GST 370), make sure to record GST number of employer
• HST credit and/or rebate
• Age credit or pension credit
• Spouse or equivalent-to-spouse credit
• Disability credit
• Tuition fees and education credit
• Transfer of spouse's unused credits
• Medical expenses, charitable donations and political contributions
• Property taxes and/or rent (where applicable)
• Employment expenses
• Stock option and shares deduction
• Northern residents deductions
• Transit Pass Credit (need passes) (for unlimited rides only)
• Children Fitness Tax Credit (up to $500 per child, child must be under 16 in the tax year)
• Adoption expenses
• Interest on student loans
• Caregiver amount
  
• New Home Buyers Credit after January 27. 2009
  

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