Accounting, Bookkeeping and Income Tax Services

(905) 895-3212

Tax Organizer

Checklist

This checklist is to assist you in organizing your tax information. The deadline for filing personal income tax returns is April 30th., and for personal tax returns with business income the deadline is June 15th.

INCOME
  • T4 or T4A If you were employed during the year.
  • T4A (OAS) If you received Old Age Security
  • T4A (P) If you received Canada Pension Plan Benefits
  • T4A (RRSP) If you received pension income
  • T4A (RRIF) If you received pension income
  • T4E If you received Employment Insurance benefits
  • T4RSP If you received proceeds from your RRSP
  • T4RIF If you received proceeds from your RRIF
  • T5 If you received dividends or interest in the year

If you were self-employed, had rental income or professional income, please bring it to our attention so that an Income/Expense statement may be prepared.

DEDUCTIONS

Please provide official receipts for any of the following items that are applicable to you:

  • RRSP Contributions
  • Union Dues
  • Medical Expenses
  • Charitable Donations
  • Political Contributions
  • Tuition Fees
  • Child Care Expenses (name, address & SIN of provider)
  • Attendant Care Expenses (name, address & SIN of provider)
  • Alimony payments (name, address & SIN of recipient)
  • Separation Allowance (name, address & SIN of recipient)
  • Child Support (name, address & SIN of recipient)
  • Disability Amount (a completed T2201 from your physician for 1st time claims)

Have you incurred any of the following expenses related to investments or other income earning activities?

  • Interest expense
  • Management or Administration Fees
  • Safety Deposit Box
  • Carrying Charges
  • Professional Fees


Do you incur employment expenses such as promotion, auto, travel etc.? If so you may be able to claim employment expenses as long as your employer will complete a T2200. Please speak to one of our representatives for information.

Download tax organizer

 

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