2017 Tax Checklist

Before your appointment, we want to make sure you have all slips and receipts in order to make sure your tax appointment is efficient and time-saving. Please make sure you go through the following checklist below to allow us to help you get every penny you deserve.

Handy Checklist:

SLIPS

  • T4 Slips ( Employment Income)
  • Employment Insurance benefits (T4E)
  • Interest dividends, Mutual Funds( T3, T5, T5008)
  • Tuition/Education receipts( T2202A)
  • Old Age Security and CPP Benefits (T4A-OAS, T4AP)
  • Other Pensions and Annuities
  • Social Assistance Payments(T5007)
  • worker’s Compensation Benefit(T5007)
  • All other information slips

Northern Travel Box 32

  • Please have all your receipts including all airfare, car rental, parking, hotel and gas receipts.
  • Must have travel dates
  • If claiming mileage, we need proof of trip.

RECEIPTS

  • RRSP Contribution
  • Support for a child, spouse or common-law partner
  • Professional or Union Dues
  • Tool expense ( Tradesperson & Apprentice Mechanics)
  • Other employment expenses
  • Teacher’s school supplies
  • Medical expenses( DOCTORS NOTE & RECEIPTS)
  • Home renovations ( Seniors and disable)
  • Transit Pass receipts ( Before July 2017)
  • Charitable donation
  • Political donation
  • Child Care expenses
  • Adoption Expenses
  • Moving Expense
  • Interest Paid on student loans
  • Carrying charges and interest expense
  • Office-in-home expenses
  • Exams for professional certification

OTHER DOCUMENTATION

  • Notice of Assesment/Reassessment
  • Canada Revenue Agency correspondence
  • Sale of principal residence
  • Sale of deemed sale of stocks, bonds or real estate
  • Northern resident deductions receipts
  • Rental income and expense receipts
  • Business, Farm or Fishing income/expenses
  • Automobile/Travel logbook and expenses
  • Disability Tax Credit Certificate
  • Declaration of Conditions of Employment(T2200)
  • Volunteer Firefighters certification
  • Search and Rescue volunteers’ certification
  • Written certification for eligible educator school supplies