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Personal tax checklist

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Copy of last year's Notice of Assessment from CCRA
Employment Income:
T4
T4PS
T4A
Employment Expenses:
T2200 plus a list of the expenses
Pension Income:
T4AOAS
T4AP
T4A
T4RSP
T4RIF
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 receipts)
Investment advice and accounting fees paid
Interest on investment loans
Safety deposit box fees
Tuition Fees - T2202/2202A
Union/Professional dues
Support payment information
Child care receipts
Donations (must be official receipts)
Instalment payment information
Medical/Dental/Optical receipts (less any reimbursements from Insurance)
Premiums paid to Private Medical Insurance plans
Student Loan Interest slips
Monthly bus passes
Labour sponsored funds – T5006/EVCC30
Home Renovation Tax Credit (HRTC) receipts
First Time Home Buyer Credit

Please bring this form in to us along with your information and documents during your next visit.

Thank you for choosing REIDHURSTNAGYINC. to manage your personal tax planning needs!





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