
Handy Checklist
Please use this handy checklist to ensure you have all the documents you need to maximize your tax refund.
Slips
- All T4 slips
- All other information slips
(T4A, T4AP, T4RSP, T4RIF)
- Old Age Security and CPP Benefits
- Other pensions and annuities
- Universal Child Care Benefit (RC62)
- Employment Insurance benefits (T4E)
- Interest and dividends slip (T3, T5)
- Social assistance payments (T5007)
- Workers’ compensation benefits (T5007)
- Tuition receipts for qualifying students (T2202A)
Receipts
- RRSP Contribution slip
- Professional or union dues
- Exam for professional certification.
- Support for a child, spouse, or common-law partner
- Child care expenses
- Moving expenses
- Carrying charges and interest expenses
- Tool expenses
- Transit pass receipts
- Adoption expenses
- Interest paid on student loans
-Medical expenses
- Charitable donations
- Political contributions
- In-home office expenses
Other documents
- Notice of Assessment for your last tax return
- CRA Correspondence
- Rental income and expense records
- Automobile expense
- Disability Tax Credit approval
- Declaration of Conditions of Employment (T2200)
- Volunteer Firefighters certification
- TL2, claims for meals and Lodging Expenses for truck drivers
We encourage clients to print and complete a Drop Off Sheet and attach it to your tax documents.