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Personal Tax Checklist
Are you a Canadian Citizen?
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Yes
No
Are you claiming the disability amount?
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Yes
No
Do you authorize Canada Revenue Agency to give your name, address and date of birth to Elections Canada?
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Yes
No
Did you sell a home this year and want to claim the principal residence exemption?
Yes
No
Are you filing your taxes for the first time in Canada?
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Yes
No
Marital Status on December 31
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Married
Single
Separated
Divorced
Common-Law
Widowed
Spouse Detail
Do you have dependents?
Yes
No
If yes, please provide their full name, date of birth, gender, and income in the box below
Here's a handy checklist to confirm what you have for your tax return (optional)
T4 Slips
T4E (Employment Insurance)
T4A (Pension, annuity or other income)
T4AP (Canada Pension Plan)
T4OAS (Old Age Security)
T4RSP (RRSP withdrawals)
T3, T5, T5008 (Interest, dividends, mutual funds)
T2202A (Tuition / education receipts)
T5007 (Social assistance payments)
T5013 (Statement of partnership income)
T5018 (Statement of contract payments)
All other information slips/Tips, other income
Receipts (Deductions)
Alimony
Union / Professional Fees
Employment expenses (signed) T2200
Losses from investments
Carrying charges for investments
Donation
Medical expenses
Details of interest paid on money borrowed to earn investment income
Carry forward credits (Tuition, losses, and donation)
Moving expenses
RRSP Contribution slips
Interest paid on Student Loans
Support for a child, spouse or common law partner
Child care expenses
Tools expenses (Tradesperson & apprentice mechanic)
Notes for Tax Prepares (Optional)
Upload Documents
Tax related documents such as T slips, receipts, etc.
By submitting this form you agree that all the information provided is correct and accurate.
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Agree
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