Canadian Tax Filing Checklist

We are in the peak tax season and below is a list of things we recommend collecting and bringing with you when you come to file your taxes. This makes sure you get the maximum tax return and saves time and effort in filing taxes.

1. 1. T3 slips
2. 2. T4, T4A, T4A(P), T4(OAS), T4E, T4RIF, T4RSP slips
3. 3. T5 slips
4. 4. T5007, T5008 slips
5. 5. All Other T-Slips
6. 6. Attendant Care Expenses
7. 7. Capital Gain (Loss) Summary
8. 8. Charitable & Political Donations
9. 9. Child & Spousal/Partner Support Paid/Received
10. 10. Child Care Expenses
11. 11. Digital News Subscription Expenses - Read more on our blog
12. 12. Employment Expenses (include T2200 from employer)
13. 13. First Time Home Buyer
14. 14. Home Accessibility Expenses
15. 15. Interest Paid on Loans (Non-Registered Investments Only)
16. 16. Investment Management/Broker Fees (Non-Registered Investments Only)
17. 17. Legal and Accounting Fees incurred regarding Support Payments
18. 18. Legal Expenses To Collect Alimony, Pension Or Retiring Allowances
19. 19. Medical, Dental & Health Practitioners (including premiums paid for extended benefits)
20. 20. Moving Expenses (if you moved 40+Kms for a new job/work/school/new business)
21. 21. Professional Association Dues
22. 22. Rental Property Incomes & Expenses
23. 23. RRSP Contributions
24. 24. Sale Of Principal Residence or Rental Property
25. 25. Self-Employment Incomes & Expenses
26. 26. Tax Preparation Fees
27. 27. Teaching supplies paid by the educator
28. 28. Tuition Fees Slip (T2202)
29. 29. Union & Professional Dues
30. 30. Work from Home Expenses (for detail method include T2200s from employer)

Have questions on if you are eligible or if an expense can be claimed? Or on how to file in general - Contact us at Canatax pros by calling 604-373-0788 , emailing us at commercial@ctpros.ca or by simply filling in the contact form

Disclaimer: This article only provides general information which is not construed as professional advice. Readers seeking professional advice must consult an experienced and a qualified professional in the respective field.