INCOME TAX CHECKLIST

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TEL. 519 752 6230

TOLL FREE. 855 752 6230

EMAIL. INFO@LARACYS.COM

We want to make sure that when we complete your tax return that we can get you everything you are entitled too. When we meet with you to complete your Income Tax we will go over everything with you to help guarantee this. Here is a helpful list to go over before you come in to our office to meet with one of our experienced Tax Preparers:

SLIPS

All employment and other information/income slips SUCH AS:
T4 Statement of Renumeration Paid
T4E Employment Insurance benefits
T4A Statement of Pension, Retirement, Annuity and Other Income
T4RSP Statement of RRSP Income
T4RIF Statement of Income from a RRIF
T3 Statement of Trust Allocations and Designations
T5 Statement of Investment Income
T4AOAS Statement of Old Age Security
T4AP Statement of CPP benefits
T5007 Social assistance payments/Workers' compensation benefits
RC62 Universal Childcare Benefit
T2202A Tuition and Education Credit Certificates

OTHER INFORMATION NEEDED

Business Income and Expenses including Automobile Information
Rental Property Income and Expenses
RRSP contributions
Sale of stocks, or real estate with purchase and sale information
Medical Expenses
Bus or Train Passes
Proof of Support payments for a child or spouse
Union dues not included on a T4
Charitable donations
Political contributions both Federal and Provincial
Child care expenses with name and SIN of provider if applicable
Children's fitness and arts programs
Interest paid on student loans from a qualifying institution
Notice of Assessment for prior year
Disability Tax Credit Certificate (T2201) filled out by Doctor
Declaration of Conditions of Employment (T2200) filled out by employer
TL2 Claims for Meals and Lodging Expenses filled out by employer

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