Personal Taxes Checklist

INCOME:

Employment income and commission –T4
Employment insurance benefits – T4E
Workers’ compensation benefits/Social Assistance – T5007
Interest and dividends – T3/T5
Old age security pension – T4OAS
CPP benefits / Disability benefits - T4AP
Other pension or superannuation
Other pensions and annuities – T4A
Elected split-pension amount (T1032)
Taxable amount of dividends (eligible and other than eligible) from taxable Canadian Corporations
RRSP income or withdrawals T4RSP/T4RIF
Sales or deemed sale of stocks, bonds, or real estate
Spousal support received
Other income (Specify)
Business, Rental, Farm or Professional income /expenses (Only Self-employed)
Registered disability savings plan income- T4A
Taxable Capital Gains

Purchase and sale of qualified small corporations’ shares
Purchase and sale of publicly traded shares, mutual funds etc
Purchase and sale of qualified farm and fishing property etc
Purchase and sale of real estate, depreciable property, and other property (other than principal residence)
Purchase and sale of bonds, debentures, promissory notes, and other similar properties etc

Public transit amount (you, your spouse, dependents children under 19)
Home renovation expenses (between $1000 and $10,000)
Children fitness amount (Max $500 for each child under 16 years of age or under 18 years of age if eligible for the disability amount)
Adoption expenses
Caregiver amount
Disability amount (for self) - T2201 required
Disability amount transferred from a dependent- T2201 required
Interest paid on student loans
Tuition, education, and textbook amounts– T2202/T2202A
Tuition, education, and textbook amounts from a child
Medical expenses for self, spouse or common-law partner and dependent children born in 1992 or later
Allowable amount medical expenses for other dependents
Charitable donations
Political contributions
Overseas employment tax credits (T626)
Federal foreign tax credits (T2209)