Personal Income Tax Return Checklist
In order to properly assess your personal income tax situation, we require the following basic information or documents (paper or electronic format):
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Previous year Notice of Assessment from the Canada Revenue Agency (for all parties)
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Copy of previous year Personal Income
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Tax Return (T1)
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If not, NoA is essential, along with birth date
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Annual T-Slips (T4, T5, T3, T4OAS, T4AP, T4E, T4R etc.)
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Medical receipts and any associated travel log
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Official donation receipts
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Childcare receipts (if applicable)
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RRSP contribution slips
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Investment information
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Professional fees/license fees/union dues
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Children’s birth dates (if applicable)
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Sales of personal investments (property, shares etc.)
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Annual property tax bill
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Tuition receipts
- Rent receipts
Special circumstances
For your personal business or farm return we require:
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Spreadsheet with annual income and expenditures listed (template available)
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Major asset invoices or listing from the year (ie appliances, computer)
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Home office details and total cost of mortgage interest, property tax, insurance, utilities
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Vehicle usage log (if applicable)
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Copy of source deductions statement (if applicable)
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Copy of HST remittances (if applicable)
If you are a landlord
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Spreadsheet with annual income and expenditures listed (template available)
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Major asset invoices or listing from the year (ie tractor, computer)
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Copy of HST remittances (if applicable)
If you are registered with CRA for MyAccount our business number is 771795671.
Please add us as your representative to truly ensure we have not missed anything!