1) In order to file your personal taxes effectively we need the following information:

• 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:

• Other employment income (including stock option plans and Election Form T1212)

• Business income

• Partnership income

• Rental income

• Alimony, separation allowances, child maintenance

• Pensions (certain pension income may now be split between spouses)

• Interest income earned but not yet received – ex. Canada Savings Bonds, Deferred Annuities, Term Deposits, Treasury Bills, Mutual Funds, Strip Bonds, Compound Interest Bonds

• Scholarships, fellowships, bursaries

3) Details of other expenses such as:

• Tools acquired by apprentice mechanics

• Business and employment purchases like vehicles, supplies, etc.

• Interest on money borrowed to purchase investments

• Moving expenses – including costs of maintaining a vacant former residence

• Child care expenses –also including preschool fees

• Alimony, separation allowances, child maintenance

• Pension plan contributions

• Medical Expenses (including Travel, Rx official receipts required)

• Home Accessibility Tax Credit -receipts for renovations

• New Home Buyers Tax Credit

• TL2- Claim for meals and lodging signed by your employer

• T2200 – Conditions of employment signed by employer for cell phone, tools, etc.

• Public Transit (Bus Pass) January 1,2017 through June 30, 2017

• Interest on student loans

• Political contributions

• Dates you left and returned to Canada, if applicable

• Disabilities – let us know if you or a family member has a disability so you get all credits you’re entitled to

• Property Sale Documents