1) In order to file your personal taxes effectively we need the following information:
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All slips such as T4’s, T5’s (investments), T4(OAS), T4A(P), T4E (unemployment), RRSP contributions and withdrawals, T2202A (tuition)
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2) Details of other income for which no slips have been received such as:
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Other employment income (including stock option plans and Election Form T1212)
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Business income
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Partnership income
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Rental income
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Alimony, separation allowances, child maintenance
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Pensions (certain pension income may now be split between spouses)
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Interest income earned but not yet received – ex. Canada Savings Bonds, Deferred Annuities, Term Deposits, Treasury Bills, Mutual Funds, Strip Bonds, Compound Interest Bonds
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Scholarships, fellowships, bursaries
3) Details of other expenses such as:
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Tools acquired by apprentice mechanics
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Business and employment purchases like vehicles, supplies, etc.
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Interest on money borrowed to purchase investments
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Moving expenses – including costs of maintaining a vacant former residence
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Child care expenses –also including preschool fees
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Alimony, separation allowances, child maintenance
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Pension plan contributions
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Medical Expenses (including Travel, Rx official receipts required)
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Home Accessibility Tax Credit -receipts for renovations
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New Home Buyers Tax Credit
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TL2- Claim for meals and lodging signed by your employer
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T2200 – Conditions of employment signed by employer for cell phone, tools, etc.
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Public Transit (Bus Pass) January 1,2017 through June 30, 2017
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Interest on student loans
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Political contributions
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Dates you left and returned to Canada, if applicable
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Disabilities – let us know if you or a family member has a disability so you get all credits you’re entitled to
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Property Sale Documents