These are the documents generally needed for the preparation and Filing of Tax returns for 2009.
General Documents
- 2008 Notice of A ssessment/reassessment
- 2009 tax installment summary
- If new personal tax client, a copy of 2008 return, and carry forward details such as donations,
losses, RRSP contributions, etc.
Employment and Other Income
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Income slips (T4, T4A, T4E, T4RSP, T4RIF, T3, T5, T5013, T5007, RC62)
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Stock option / benefit plan statements from employer
Deductions
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RRSP receipts, including labour sponsored fund credit slips
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Child care, with supporting receipts and social insurance number of caregiver
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Union/membership dues
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Legal fees to collect salary, alimony, support
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Alimony/support payments, with copy of agreement if not previously provided
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Moving expenses (contact us for detailed list)
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Safety deposit box rental
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Investment/business interest expense
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Accounting fees, investment counsel fees
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Tax shelter deductions - tax slips and tax reporting package
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Trades people's tools
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Adoption costs
Tax Credits
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Charitable and political donation receipts
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Medical/dental/attendant care expenses with receipts
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2009 rent/property tax information if eligible for Ontario tax credits
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Receipts for monthly transit passes
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Tuition fee slips T2202A
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Student loan interest statement
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Names and birth dates for children under age 18
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Child fitness receipts for children under age 16 (paid during 2009 to a maximum of $500 per child)
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Receipts for h ome renovation tax credit
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Indicate if eligible for first-time home buyers credit (home bought after January 27, 2009)
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Disability credit form (T2201) for self or dependents for first-time claims
Investment Information
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Details of all investment disposals during 2009 including information to support original purchase price (cost base)
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Annual mutual fund statements for all funds held outside your RRSP or RRIF
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Details of investments that were subject to 1994 capital gains election, if any
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Rental Income
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Full address, number of rental units
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Percentage of personal use, if applicable
Rental Revenue
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Expenses, including mortgage interest
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If bought or sold in 2009, provide purchase/sale agreement, statement of adjustments, reporting letter from lawyer and allocation of value between land and building.
Self-employment Income
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Revenue for the year (on an accrual basis)
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GST and/or PST returns, if applicable, for the year
Expenses for Self-employment, Employment or Commission
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T2200 – Conditions of Employment form signed by employer
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Meals and entertainment
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Travel, promotion, conferences, dues, telecommunications, supplies etc.
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Automotive – percentage used for business, operating expenses, lease costs, loan interest, purchase/sale price if bought/sold in 2009
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Office-in-home – percentage used for business, mortgage interest, rent, property taxes, condo fees, utilities, insurance
