Tax Return Checklist

Tax Return Checklist

• Valid government-issued photo ID  

• A copy of a completed 2023 tax return and your 2023 Notice of Assessment (if available)

• Your Social Insurance Number  

• Spouse or partner’s Social Insurance Number  

• List of dependents and birth dates (day, month and year)  

• Social Insurance Number of each dependent (if available)  

• Details of spouse’s income and dependent’s income  

• Date of marriage or separation  

• Details of alimony and maintenance payments received or paid  

• If you are a new immigrant, date of arrival in Canada  

• If a first-time home buyer, date of home purchase  

• If you sold a principal residence and have no capital gain because you are eligible for the full exemption, the following information on the sale is required: the year of acquisition, the sale price or amount you received for the property and the description/address of the property.  

Receipts of income checklist:  

• Salary and wages T4  

• Statement of Pension, Retirement, Annuity and Other Income T4A (Scholarships, fellowships, bursaries, RESP – educational payments   

• Old Age Security T4A (OAS)  

• Canada Pension Plan benefits T4A(P)  

• Employment Insurance benefits T4E  

• Registered Income Fund income T4RIF  

• Registered Retirement Savings Plan income T4RSP  

• Interest and Dividend payments T5  

• Statement of interest trust T3  

• Worker’s Compensation/Social Assistance Payments T5007  

• Universal Child Care Benefit Statement RC62  

• Working Income Tax Benefit Advance Payments Statement RC210  

• All foreign income receipts/statements  

• US Social Security Statement (including the year client(s) started collecting)  

• Spousal support revenue    

Receipts of expenses checklist:     

• Property taxes and/or details of total rent paid during the year and all addresses of places of residence during the year and name(s) of property owner  

• Childcare expenses (plus caregiver’s Social Insurance Number) including Form T778  

• Medical expenses  

• Charitable and political donations  

• Public transit passes and receipts and electronic payment cards (Seniors only)  

• Union or professional dues  

• Tuition fees/education amount (T2202/T2202A)  

• Student loan interest  

• RRSP contributions  

• If this is the first year of a disability credit claim, or if the previous one had expired, a copy of the disability certificate Form T2201  

• For a person who is either a senior (65 or older) or eligible to claim the disability credit or a family member living with them, include receipts for permanent home modifications that improve accessibility or help the person be more functional, mobile, reduce risk of harm or to gain access to the home  

• Sale of your residence that served as your personal residence - cost and selling price, summary of closing and legal expenses  

• Work at home expenses - if you worked remotely for at least 50 percent of the time for four consecutive weeks, please total the number of days you did this, excluding holidays and sick days.  

• Spousal support payments  

• If you received any other slips and you are not certain about it, please bring in with you so we may review.