Tax Preparation Document Checklist for 2013

Go through this checklist before you begin or visit a professional to do your income tax return. If you have any of the documents listed below, mark the item and be sure to include all of them. 1 2

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General documents

  • Last year’s tax return
  • Last year’s notice of assessment/reassessment
  • Canada Revenue Agency correspondence
  • Details of changes to personal information: address, marriage, dependants, etc.
  • Details of foreign property if cost over $100,000   1

Slips

  • Employment income (T4)
  • Old Age security benefits (T4AOAS)
  • CPP benefits (T4AP)
  • RRSP income (T4RSP)
  • RRIF income (T4RIF)
  • Other pensions and annuities (T4A)
  • US social security
  • Investment income (T5)
  • Income from trust such as mutual fund (T3)
  • Income from partnership (T5013)
  • Universal Child Care Benefit (RC62) 1
  • Employment insurance benefits (T4E)
  • Employee profit-sharing plan (T4PS)
  • Workers' compensation/social assistance payments (T5007)

Receipts

  • RRSP contributions 1
  • Professional or union dues 
  • Transit pass receipts 1 2
  • Medical expenses including payments to private health insurance plan 1 2 3
  • Charitable donations (eligible for FDSC?) 1 2
  • Political contributions 
  • Child care expenses 1
  • Children’s arts and sports programs
  • Adoption expenses
  • Support for a spouse, or common-law partner
  • Tuition/education receipts (T2202A for Canadian or TL11 for foreign universities)
  • Exams for professional certification
  • Interest paid on student loans
  • Carrying charges incurred to earn investment income 1 2
  • Interest expenses incurred to earn investment income
  • Eligible moving expenses
  • Eligible legal fees

Other documents

  • Income from spouse support payments
  • Details of sales of securities such as stocks and bonds (trading summary)
  • Details of real estate sales
  • Income from foreign investments
  • Disability tax credit certificate

Employment expenses

  • Declaration of conditions of employment (T2200)
  • Trades people & apprentice
  • Expenses not reimbursed by employers such as:
    • Travel
    • Meals
    • Supplies
    • Office Rent
    • Salaries of assistants
    • Office rent
    • Advertising and promotion
    • Others

Home office expenses:

Percentage of work space

Expenses for followings:

  • Heat
  • Electricity
  • Insurance
  • Maintenance
  • Mortgage interest
  • Property tax
  • Rent
  • Other (specify)

Motor vehicle expenses:

  • Total kilometer driven 
  • Kilometers driven for work/business 1
  • Purchase invoice or lease agreement
  • Expenses in the following categories: 1
    • Gas
    • Insurance
    • Maintenance and repairs
    • License and registration
    • Business parking

Rental properties

  • Address & number of units
  • Rental income by unit
  • Partners’ names, addresses, SINs & percent interest
  • Total area & area rented
  • Rental expenses in the following categories:
    • Advertising
    • Insurance
    • Mortgage interest
    • Management fees
    • Maintenance and repairs
    • Property taxes
    • Utilities
    • Others (specify)

Unincorporated business (self-employment) 1 2

  • Bookkeeping is up to date for the tax year
  • Data file of the bookkeeping records if computerized
  • Manual bookkeeping records
  • Sales invoices
  • Bank statements
  • Credit card statements
  • Expense receipts
  • Partners’ name, addresses SINs & percent interest

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