TAX PREPARATION CHECKLIST

 
 

Personal Information

  • Your SIN 
  • Your spouse's full name and SIN 
  • Amount of any alimony paid and ex-spouse's SIN


Other people who may belong on your return

  • Dates of birth and SINs 
  • Childcare records, SIN and name of the person who received money
  • Approximate income of other adults in your home (not spouse, if you're filing jointly)
  • Form T778


Education Payments

  • Bills from educational institution or anything else that itemizes what you paid or got loans for versus what was covered by scholarship or other financial aid
  • Form T2202A
  • Scholarships and fellowships


 Employee Information

  • Forms T4, T4A, T4RSP, T4RIF, T4E, T4PS, T4F 


Self-Employment Information

  • Records of all expenses - check registers, credit card statements 


Vehicle Information

  • Total miles driven for the year (or beginning/ending odometer readings) 
  • Total business miles driven for the year 
  • Amount of parking and tolls paid 
  • If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc. 


Rental Income

  • Records of income and expenses


Savings and Investments

  • Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
  • Income from sales of stock or other property (1099-B, 1099-S)
  • Dates of acquisition and records of your cost or other basis in property you sold

Savings and Investments

  • Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
  • Income from sales of stock or other property (1099-B, 1099-S)
  • Dates of acquisition and records of your cost or other basis in property you sold

 

Donnations 

  • charitable donnations receipts
  • political donnations receipts

 

Medical Expenses 

  • medical receipts

  

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