Personal income tax preparation checklistUse this checklist to prepare your personal income tax information for your appointment. Checked items mean prepared, not uploaded or received by the firm. 1. Personal & Family Information Identification: Social Insurance Number (SIN), date of birth. Marital Status: Details of any change in relationship status (single, married, common-law, separated) during the year, plus spouse/common-law partner’s name, birth date, SIN, and net income. Dependents: Names, birth dates, and SINs for children or dependents. Last Year’s Return: Previous year’s tax return and Notice of Assessment (NOA) from the CRA. 2. Income Slips & Statements Employment & Benefits T4: Employment income and deductions. T4E: Employment Insurance / EI benefits. T4A: Pensions, self-employed commissions, or scholarships. T4A(OAS) / T4A(P): Old Age Security and Canada Pension Plan benefits. Investments & Savings T3: Trust income allocations. T5: Interest, dividends, or foreign income from Canadian sources. T5008: Statement of securities transactions / capital gains or losses. Other Slips T2202: Tuition and education amounts for post-secondary students. T5007: Social assistance or workers’ compensation / CSST/CNESST. Foreign income and property: Foreign income details or foreign property statements (if total foreign property exceeded $100,000 CAD). 3. Deductions, Credits & Expenses Savings & Retirement RRSP: Contribution receipts (first 60 days of the year and rest of the year). FHSA: First Home Savings Account slips. Medical & Family Medical and dental expenses: Official medical and dental expense receipts (prescriptions, practitioner services, private health plan premiums). Charitable donations: Charitable donation receipts. Childcare: Childcare expenses and receipts (daycare, camps). Student loans: Student loan interest paid statements. Support payments: Support payments made or received for a child, spouse, or common-law partner. Employment & Business T2200: Declaration of Conditions of Employment signed by your employer if claiming work-from-home or employment expenses. Union or professional dues: Union or professional dues not listed on your T4. Tools and examinations: Tradesperson’s tool expenses or professional examination fees. Self-employment: Self-employed or side-hustle gross income summaries and business/vehicle expense receipts. Discuss with your adviserTo help tailor this checklist, let us know:Are you filing a Québec return with Revenu Québec alongside your federal return?Do you have self-employment income, rental properties, or capital gains/losses this year?0 / 25 preparedSign in to save progressReset checklistPrint or save PDF
