Tax Return Checklist
Canada Tax Checklist
Stay organized and get a head start on tax season with this list of forms and receipts you’ll need to file your taxes.
Personal Information
- Social Insurance Number (SIN)
- Date of birth
- Information about spouse/common-law partner
- Information about dependents
- Spouse and/or child net income amounts
- Tuition transfer amount from spouse or child
- Last year’s tax return
- Notice of assessment from last year’s return
- Total amount of instalment payments made to the CRA
- Other CRA correspondence
Other Information
- Sale of principal residence
- Sale or deemed sale of stocks, bonds, or real estate
- RRSP deduction limit and unused amounts
- Tuition carry forward amounts
- Loss carry forward amounts
- Other carry forward amounts (donation, etc.)
Income
- Employment income (T4)
- Self-employed business income (T2125, T5013, T4A)
- Interest, dividends, mutual funds (T3, T5, T5008)
- Rental income and expenses (T776)
- Old age security and CPP benefits (T4A-OAS, T4A-P)
- Pension and annuity income (T4A)
- RRSP and RIF income (T4RSP, T4RIF)
- Employment insurance benefits (T4E)
- Social assistance payments (T5007)
- Workers’ compensation benefits (T5007)
- Other income not reported on a slip (e.g. tips)
- RL-1 Employment and other income (QC Only)
Receipts
- RRSP contributions
- Employment expenses (T2200 signed by employer)
- Tool expenses
- Union dues not included on your T4 slip
- Exams for professional certification
- Teacher’s school supplies
- Childcare expenses
- Support payments paid or received
- Adoption expenses
- Disability tax credit for self or dependents
- Medical expenses
- Personal attendant/facility care expenses
- Charitable donations
- Northern residents deduction
- Digital news subscription expenses
- Political contributions
- Moving expenses
- Home accessibility expenses
- Home buyers’ amount
- Tuition expenses
- Student loan interest amounts
- Tax-exempt scholarships
Corporation
- All T-slips the corporation received
- GST/HST return(s) for the tax year
- Financial statements and trial balance – if already prepared
- Last year’s return
- Copy of incorporation papers
- Latest Notice of Assessment
- Accounts receivable at end of fiscal year
- Amounts payable at end of fiscal year
- Employee deductions payable at end of fiscal year
- Copy of minute book/director’s resolutions
- Fixed Asset Continuity Schedule
- Loan statements at end of fiscal year
- Invoices and receipts, payroll information, bank statements – if bookkeeping services are provided