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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