Personal Tax Check List

214 Driftwood Drive Kitchener ON N2N 1X6
Tel: (519) 743-3516

Personal Tax Checklist

  • Collect all T4 slips (employment income)
  • T4A Statement of pension retirement, annuity, old age security or other income
  • T4RSP Statement of Income from RRSP
  • T4RIF Statement of Income from Registered Retirement Income Fund
  • Statement of Employment Insurance Benefits
  • Gather T5 and T3 slips (investment and trust income)
  • Statement of Benefits from WSIB or social assistance
  • Statement of securities transactions T5008
  • If any Statement of Partnership income T5013
  • Prepare records of capital gains and losses
  • Obtain RRSP contribution receipts
  • Assemble receipts for medical expenses
  • Compile charitable donation receipts
  • Gather tuition and education receipts (T2202, etc.)
  • Include childcare expense receipts
  • If applicable attendant car expenses for a disabled Person
  • List property tax and rent payments (for Ontario and Manitoba credits)
  • Include receipts for union/professional dues
  • Collect information on spousal/common-law partner income
  • Note any foreign income or assets
  • Statement of allowable expenses signed by your employer

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