Personal Checklist

Canadian Income Tax Checklist

Slips

  • T4 slips (employment income)
  • Employment insurance benefits (T4E)
  • COVID-19 relief payments (T4A)
  • Other pensions and annuities (T4A)
  • Old age security and CPP benefits (T4A-OAS, T4A-P)
  • Interest, dividends, mutual funds (T3, T5, T5008)
  • T2202 tuition and enrollment certificate
  • Social assistance payments (T5007)
  • Workers’ compensation benefits (T5007)
  • All other information slips

Other Documentation

  • RRSP contribution receipts
  • Support for a child, spouse, or common-law partner
  • Professional or union dues
  • Tool expense (tradespersons & apprentice mechanics)
  • Other employment expenses
  • Teacher’s school supplies
  • Medical expenses
  • Home renovations (seniors and disabled)
  • Charitable donations
  • Political contributions
  • Childcare expenses
  • Adoption expenses
  • Moving expenses
  • Interest paid on student loans
  • Carrying charges and interest expenses
  • Office-at-home expenses
  • Exams for professional certification
  • Digital news subscription
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Get In Touch
  • Phone
    (905)-856-5453
  • Fax
    (905)-856-5458
  • Address
    Ayala Enterprises
    5 - 331 Jevlan Drive
    Woodbridge, ON, Canada
    L4L 8C1