Personal Tax Return Checklist

o Did you get married during the year?
o Did you get divorced or separated during the year?
o Did you immigrate or emigrate during the year?
o Did you own any foreign property during the year?
o Did you have a child(ren) during the year?
o Did you become disabled or quit work due to medical reasons during the  year?
o Did you financially support anyone during the year (spouse, children, parents, siblings)?
o Did you medically take care of anyone during the year?

o T3 – Allocations or distributions from trusts (including segregated funds, mutual funds and exchange-traded funds)
o T4 – Employment income
o T4RSP – Registered Retirement Savings Plan (RRSP) income
o T4RIF – Registered Retirement Income Fund income
o T4A – Other sources of income, including pensions,
o annuities, payments from a Registered Education Savings Plan, self-employment commissions, scholarships and more
o T4A (OAS) – Old Age Security
o T4E – Employment Insurance income
o T4A (P) – Canada Pension Plan or Quebec Pension Plan
o T5 – Investment income, including interest from bank accounts
o T5007 – Workers’ compensation/social assistance benefit
o T5013 – Partnership income
o RC62 – Universal Child Care Benefit
o T101 – Exploration and development expenses

For more information on the types of slips you can receive, you can check HERE

o Did you sell stocks, bonds or real estate?
o Do you have small business income/expenses?
o Do you work on commission?
o Do you use space in your home to work?
o Do you have farm or fishing income/expenses?
o Do you have rental income/expenses?

For spreadsheets you can fill out to prepare your taxes that pertain to some of these items, click HERE

Deductions and credits can significantly reduce your tax bill. To back up your claims, you may need receipts for:

o RRSP contributions
o Investment expenses
o Investment loan interest
o Moving expenses
o Medical expenses
o Charitable donations
o Political donations
o Child care expenses
o Children’s fitness and arts programs (eliminated after 2017)
o Adoption expenses
o Child support and alimony payments
o Tuition expenses
o Student loan interest
o Professional or union dues
o Professional certification exams
o Transit passes (eliminated after 2017)
o Car/travel logbook and expenses
o Expenses for a disabled person’s attendant
o Tool expenses (for tradespeople)
o Rent/property tax (in certain provinces)
o Are you a volunteer firefighter?
o Are you eligible for the Disability Tax Credit?
o Are you a Northern resident?
o Did you sell your primary residence?
o Any other deductions or credits?

For more information on items you might be entitled to claim, check HERE

These are deductions and credits that you did not use in the past and are able t0 carry forward to use in future years. For example:

o RRSP contributions
o Moving expenses
o Charitable donations
o Tuition fees paid
o Education and textbook amounts (eliminated in 2017)
o Student loan interest