Presonal Tax Checklist

Copy of last year's notice of Assessment from CRA  

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:

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
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
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 T Bhatia & Co. Inc. to manage your personal tax planning needs!