Personal Tax Checklist

Before your next visit, use this easy checklist to ensure you have gathered all of your necessary tax documents to save time!

Thank you for choosing RHN to manage your personal tax planning needs. Feel free to call us if you have any questions.

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ASSESSMENTS FROM CRA:

  • Copy of Last Year's Notice of Assessment

EMPLOYMENT INCOME:

  • T4
  • T4A
  • T4PS

EMPLOYMENT EXPENSES:

  • T2200 plus a list of the expenses

PENSION INCOME:

  • T4A
  • T4AOAS
  • T4AP
  • T4RIF
  • T4RSP

INVESTMENT INCOME:

  • T3
  • T5
  • T5008
  • T5013

CAPITAL GAINS:

  • T5013
  • Trading Summaries from Brokers
  • Annual statements from Mutual Funds

OTHER INCOME:

  • Universal child care RC62
  • Rental Income and expense information
  • Self-Employment income and expense information

DEDUCTIONS AND CREDITS:

  • RRSP (must be official reciepts)
  • Child care receipts
  • Child fitness and art class receipts
  •   Adoption expenses
  • Support payment information
  • Tuition Fees - T2202/2202A  
  • Student Loan Interest slips
  • Union/Professional dues
  • Labour sponsored funds – T5006/EVCC30
  • Monthly bus passes 
  • First Time Home Buyer Credit
  • Investment advice and accounting fees paid
  • Interest on investment loans
  • Safety deposit box fees
  • Donations (must be official receipts)
  • Instalment payment information
  • Medical/Dental/Optical receipts (less any reimbursements from Insurance)
  • Premiums paid to Private Medical Insurance plans