simple tax checklist

simpletax.ca We want to make sure that you get every deduction and credit you can! Before you begin your tax return, you should make sure you gather all your slips, receipts, and other relevant documents. Tax slips ☐ T3 (Mutual funds, REITS, ETFs) ☐ T4 (Employment income) ☐ T4A (Certain scholarships) ☐ T4A (Other pensions & annuities) ☐ T4E (EI Benefits) ☐ T4A-OAS (Old Age Security benefits) ☐ T4AP (CPP benefits) ☐ T4 RSP (RRSP income) ☐ T4 RIF (RRIF income) ☐ T5 (Investment income (interest, dividends, certain capital gains) ☐ T5007 (Worker’s compensation benefits and/or social assistance payment) ☐ T5013 (Partnership income) ☐ T2200 (Conditions of employment/allowable employment expenses) ☐ T2202A (Tuition) ☐ RC62 (UCCB benefits) ☐ T101 (Exploration and development expenses) Receipts ☐ RRSP contribution slips ☐ Medical expenses ☐ Transit pass receipts ☐ Charitable donation receipts ☐ Political donation receipts ☐ Interest paid on your student loans ☐ Other interest expenses ☐ Carrying charges (including safety deposit box) ☐ Child care expenses ☐ Children’s fitness and arts receipts ☐ Adoption expenses ☐ Child support/alimony payments or receipts ☐ Moving expenses (including realtor’s commissions) ☐ Work-space-in-home expenses ☐ Tool expenses (tradespersons) ☐ Exams for professional certification ☐ Receipts for your rent/property tax (certain provinces only) ☐ Attendant expenses for a disabled person Other Documents/Information ☐ Amounts you have paid in tax instalments ☐ Last year’s notice of assessment or reassessment (for carry-forwards) ☐ Other CRA correspondence ☐ Other carry-forwards (for example, use-of- home expenses) ☐ Capital gains and losses information for stocks, bonds, real-estate, etc. ☐ Disability tax credit certificate ☐ Rental income & expenses ☐ Small business income & expenses ☐ Commissioned employee expenses ☐ Vehicle logbook (self-employed people & commissioned employees) ☐ Volunteer firefighter’s certificate ☐ Graduate retention certificate (SK only) ☐ Northern residents information ☐ Legal expenses to collect alimony, pension or retiring allowances ☐ Business investment loss information (if you invested in a company that went bankrupt) SimpleTax Checklist

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simpletax.ca

We want to make sure that you get every deduction and credit you can! Before you begin your tax return, you should make sure you gather all your slips, receipts, and other relevant documents. Tax slips T3 (Mutual funds, REITS, ETFs) T4 (Employment income) T4A (Certain scholarships) T4A (Other pensions & annuities) T4E (EI Benefits) T4A-OAS (Old Age Security benefits) T4AP (CPP benefits) T4 RSP (RRSP income) T4 RIF (RRIF income) T5 (Investment income (interest, dividends, certain capital gains) T5007 (Workers compensation benefits and/or social assistance payment) T5013 (Partnership income) T2200 (Conditions of employment/allowable employment expenses) T2202A (Tuition) RC62 (UCCB benefits) T101 (Exploration and development expenses) Receipts RRSP contribution slips Medical expenses Transit pass receipts Charitable donation receipts Political donation receipts Interest paid on your student loans Other interest expenses Carrying charges (including safety deposit box) Child care expenses Childrens fitness and arts receipts Adoption expenses Child support/alimony payments or receipts Moving expenses (including realtors

commissions) Work-space-in-home expenses Tool expenses (tradespersons) Exams for professional certification Receipts for your rent/property tax (certain

provinces only) Attendant expenses for a disabled person

Other Documents/Information Amounts you have paid in tax instalments Last years notice of assessment or

reassessment (for carry-forwards) Other CRA correspondence Other carry-forwards (for example, use-of-

home expenses) Capital gains and losses information for stocks,

bonds, real-estate, etc. Disability tax credit certificate Rental income & expenses Small business income & expenses Commissioned employee expenses Vehicle logbook (self-employed people &

commissioned employees) Volunteer firefighters certificate Graduate retention certificate (SK only) Northern residents information Legal expenses to collect alimony, pension or

retiring allowances Business investment loss information (if you

invested in a company that went bankrupt)

SimpleTax Checklist