PERSONAL TAX RETURN LIST
Click Personal Tax List for a printable version
Following is a checklist that can be used to ensure you have gathered all the necessary information for us to complete your personal income tax return:
INCOME
- T-4 slips (salaries and wages)
- T-4A slips (pensions, CPP, OAS and other)
- T-4E slips (unemployment insurance benefits)
- T-5/T600 slips (interest and dividends)
- T-3 slips (estates, trusts and mutual funds)
- Rental income and expenses, sale of your principal residence or other property
- Self-employment income and expenses (business, professional, farming, fishing etc.)
- Other income (RRSP, RPP, RRIF, annuity, alimony received, interest received, WSIB, death benefits, scholarships, grants, bursaries, social assistance, etc.)
DEDUCTIONS/CREDITS
- RRSP receipts
- Tuition receipts
- Union, professional dues
- Child care expenses (S.I.N., name and address of sitter)
- Fees paid for adopting a child
- Moving expenses
- Donations
- Medical expenses
- Education deduction slip T2202 (self or dependent, signed by dependent as permission to transfer credit)
- Employment expense form T2200 or TL2 (signed by employer)
- Other deductions (carrying charges, safety deposit box, investment council fee, interest, alimony paid)
- Political contributions
- Amount of property taxes paid in the year
- Receipt for rent paid in the year showing to whom paid and address
OTHER
- Income tax instalments, final statement indicating total for the year
- Notice of assessment for the previous tax year
- Investment transaction summaries (including mutual fund statements & brokers’ statements)
CORPORATE TAX RETURN LIST
Click Corporate Tax List for a printable version
- Bank statements for the final month of your fiscal year and the first month following the year end
- Bank reconciliation at year end
- Listing of aged accounts receivable by customer
- Inventory listing or amount
- Investment statements for the year
- Invoices for major capital asset additions in the year
- Listing of aged accounts payable by vendor
- Bank debt and other long-term loan statements at year end
- Federal and Provincial income tax notice of assessments
- Federal and Provincial income tax statements of account for the most recent date
- Copy of final GST & PST (if applicable) returns for the year
- Copies of insurance invoices for the year
- Backup of Quickbooks file (if applicable) (indicate username and password)