Canadian Tax Checklist 2017

Slips

• T4 slips (Employment income)
• Employment insurance benefits (T4E)
• Interest, dividends, mutual funds (T3, T5, T5008)
• Tuition / education receipts (T2202A)
• Universal Child Care Benefit (RC62)
• Old Age Security and CPP benefits (T4A-OAS, T4AP)
• Other pensions and annuities (T4A)
• Social assistance payments (T5007)
• Workers’ compensation benefits (T5007)
• All other information slips

Receipts

• RRSP contribution receipts
• Support for a child, spouse or common-law partner
• Professional or union dues
• Tool expenses ( Tradespersons &apprentice mechanics)
• Medical expenses
• Transit pass receipts
• Charitable donations
• Political contributions
• Adoption expenses
• Carrying charges and interest expenses
• Child care expenses
• Children’s arts and sports programs
• Exams for professional certification
• Interest paid on student loans
• Moving expenses
• Office - in-home expenses

Other documentation

• Notice of Assessment/Reassessment
• Canada Revenue Agency correspondence
• Sale or deemed sale of stocks, bonds or real estate
• Northern resident’s deductions receipts
• Rental income and expense receipts
• Business, farm or fishing income/expenses
• Automobile / Travel logbook and expenses
• Disability Tax Credit Certificate
• Declaration of Conditions of Employment (T2200)
• Volunteer Firefighters certification
• Search and Rescue volunteer’s certification
• Custody Arrangement documentation