Personal Taxes Checklist

☐ Besides your name, we also need your SIN, marital status, date of birth, and current mailing address

☐ Names and birthdates of your spouse and any minor children that live with you

☐ Do you have elderly parents or infirm adult children that live with you?

☐ Do you or anyone else in your household qualify for the Disability Tax Credit?

☐ Did you sell your home in the year?

☐ Do you own any foreign property?

☐ Are you a resident of Canada?

☐ Did any of the above change in the year?

☐ By default, we always provide your name and address to Elections Canada. If you don’t want this, please let us know.

☐ All T4’s, T5’s, and other tax slips that you have received for the year

☐ If you are in the service industry, the amount of tips you earned that are not included on your T4 (yes, believe it or not, they actually tax that)

☐ Did you receive spousal support payments?

☐ Do you have rental income? If so, we need:

Details of the other owners, if you are not the sole owner
Address of the property
Total rental income received
Totals of the following amounts applicable to the property: insurance, mortgage interest, management fees, repairs and maintenance, property tax, and utilities
If you reported rental income in the previous year, we need the prior year’s rental income and expenses (form T776), including CCA. These should be in your tax package or you can request them from your prior accountant.
Did you purchase any appliances or incur any other expenses that have a lasting value?

☐ Do you have self-employment income? If so, we need:

Main product or service
Address of the business, if it is not home based
Business/GST number, if applicable
Details of other owners, if you are not the sole owner
Total income received: If you have a GST number, do not include GST collected,
Expenses separated by categories. Click here for Business Expense Categories. If you have a GST account, we need the costs without GST included. GST on expenses must be tracked separately.
If you use a portion of your home as an office, storage, or as a dayhome, click here for Business Use of Home expenses.

☐ Do you have farming income? If so, we need:

The same details as noted above for self-employment income
Income separated by category. Click here for Farm Income Categories.
Farming expenses by category. Click here for Farm-specific Expense Categories. These are in addition to Business Expense Categories.

☐ Do you have fishing income? If so, we need:

☐ RRSP Contribution receipts, including those made in the first 60 days after the taxation year

☐ Union and professional dues receipts

☐ Child care expense receipts

☐ If you moved more than 40 km to work, run a business, or study full time, we can claim Moving Expenses

☐ Spousal support payments paid

☐ Fees you paid for investment management

☐ Fees you paid for investment advice

☐ Safety deposit box relating to investments

☐ Employment expenses details and the form T2200 or T2200S Declaration of Employment Conditions signed by your employer

☐ Adoption expenses

☐ Digital news subscriptions

☐ Donations

☐ Some other deductions include: