Individual Tax Preparation Checklist

To complete your tax return on time, I will need to receive your information by April 16, 2019.
If you have children
  • Names and birthdates of all of your dependent children
  • All childcare expenses
  • All tuition and education receipts for your dependent children
  • Child support
  • Adoption expenses
  • Your previous year’s tax assessment from Canada Revenue Agency
  • If you’re a new client, a copy of your previous year’s tax return
  • Copies of any foreign tax returns filed
  • Correct current address and phone number
  • All of your T4, T4A, T4P, T4A(OAS),T4(RCA),T4RIF, T4E, T4RSP, T3, T5, T5013 slips
  • Total tips and gratuities received during the year
  • All RRSP official receipts
  • All charitable donation receipts
  • All medical expenses receipts including medical insurance premiums paid for a private plan
  • Disability Tax Credit Certificate
  • All receipts for any instalment payments made for personal income tax
  • All stock trading transactions for the year (T5008)
  • Details of any bitcoin or other cryptocurrency transactions
  • Any capital gains or losses information and disposal date, if applicable
  • Details relating to the disposition of your principal residence if you sold it during the year
  • All tuition and education receipts for you and your partner
  • Student loan interest
  • All T2200s signed by your employer(s)
  • A list of eligible employment expenses
  • If you are a teacher or early childhood educator, receipts for school supplies purchased during the year
  • Tool expenses (tradespersons)
  • Social Assistance revenue (T5007)
  • Union dues
  • Foreign pension income
  • Interest and/or dividends
  • Home Buyers Plan repayment
  • Rental income and expenses
  • Self-employment income and expenses
  • Moving expenses
  • Any other worldwide income
If you have children
  • Names and birthdates of all of your dependent children
  • All childcare expenses
  • All tuition and education receipts for your dependent children
  • Child support
  • Adoption expenses
In addition, please supply answers to the following questions

Did you own or hold foreign assets (cash, stocks, trusts, partnerships, real estate, tangible and intangible property, contingent interests, convertible property, etc.) costing more than $100,000.00 CAD at any time during the tax year?

Do you authorize Canada Revenue Agency to provide your name, address, and date of birth to Elections Canada to update your information on the National Register of Electors?

What is your current marital status?  Please be aware that Canada Revenue Agency requires that all couples that have lived together in conjugal relationship for more than twelve months file their tax returns as spouses. If your marital status changed during the year, please let me know.

If I am not filing a personal tax return on behalf of your partner, I still require the following information in order to file your tax return: the name of your partner, social insurance number, date of birth, and the amount shown on line 236 of their current tax return.

Questions? Please get in touch.

Let’s talk!