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The Ultimate Canadian Personal Tax Checklist


  • T4 slips (Employment income)
  • Employment insurance benefits (T4E)
  • Interest, dividends, mutual funds (T3, T5, T5008)
  • Tuition / education receipts (T2202A)
  • Workers’ compensation benefits (T5007)
  • Social assistance payments (T5007)
  • Universal Child Care Benefit (RC62)
  • Old Age Security and CPP benefits (T4A-OAS, T4AP)
  • Other pensions and annuities (T4A)
  • All other information slips


  • RRSP contribution receipts
  • Support for a child, spouse or common-law partner
  • Professional or union dues
  • Transit pass receipts
  • Tool expenses (Tradespersons & apprentice mechanics)
  • Office – in-home expenses
  • Charitable donations
  • Political contributions
  • Medical expenses
  • Child care expenses
  • Adoption expenses
  • Children’s arts and sports programs
  • Interest paid on student loans
  • Moving expenses
  • Carrying charges and interest expenses
  • Exams for professional certification

Other documentation

  • Notice of Assessment/Reassessment
  • Canada Revenue Agency correspondence
  • Rental income and expense receipts
  • Sale or deemed sale of stocks, bonds or real estate
  • Automobile / Travel logbook and expenses
  • Business, farm or fishing income/expenses
  • Disability Tax Credit Certificate
  • Declaration of Conditions of Employment (T2200)
  • Search and Rescue volunteers certification
  • Volunteer Firefighters certification
  • Northern residents deductions receipts
  • Custody Arrangement documentation

Now that you have your documents organized, you are ready to get started on preparing your taxes. As always, our Small Business Bookkeeping team is more than happy to help prepare your personal taxes. Contact Us today to find out more information.