| GENERAL |
| In all cases |
Any notices of assessment or reassessment or any CRA correspondence received |
NOA |
| We did not complete your return last year... |
A copy of last years return last years along with the related notices of assessment |
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| You don’t want CRA to share your non- financial information with Elections Canada: Y / N |
| Non-Canadian Property |
Did you own non-Canadian property with a cost of more than C$100,000? |
T1135 |
| BACK TO TOP |
| INCOME |
| Employment T4 slips |
T4 slips |
T4 |
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Details on any tips, gratuities, allowances etc. |
Tips are taxable |
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Any other T Slips such as: T5007, T5018 (subcontractors), etc. |
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| Employment Insurance |
T4E slip |
T4E |
| Pension, Retiring Allowance |
T4A, T4A (OAS) and T4A (P) slips Details of any US Social Security or other foreign plan |
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| Employee Profit Sharing Plan |
T4PS slips withdrawals |
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| Retirement Savings Plan Withdrawals |
T4RSP, T4RIF, T1048 (home-buyer’s plan) slips |
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| Alimony, Maintenance |
Details of amounts paid or received, including amounts paid to third parties (for example, mortgage payments made by you on behalf) |
Alimony / Maintenance |
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A copy of your divorce/separation agreement of your former spouse |
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| Interest Income |
T3, T4A, T5, T600, T-BD and T5008 slips
Details of foreign source income, including tax withheld |
T5008 |
| Compound Interest (e.g. Canada Savings Bonds) |
For each investment: Date of issue, date acquired (if different), date of maturity, face value, interest earned and method used to report income to date |
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| Disposition of Capital (stocks, bonds, real estate) |
Description of the property, sale proceeds, cost property (e.g. stocks, bonds, of acquisition, selling costs. Be certain to include the dates of acquisition and sale |
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| Disposition of Mutual Funds |
Exempt capital gains balance (after 1994) Disposition of second |
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| Disposition of Second Residence (e.g. cottage) |
The value as of 94-02-22 if it was owned then residence (e.g. cottage) |
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| Disposition of Capital Property Owned 71-12-31 |
The value as of 71-12-31 if it was owned then |
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| Disposition of “Qualified small business corporation shares" |
A copy of the two most recent financial statements of company. Capital gains deduction claimed in prior years and capital losses claimed in those same years. Summary of your investment income and expenses since 1998 |
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| Rental |
Details of gross rental revenue and related expenses (advertising, insurance, interest, maintenance, repairs, taxes, travel, utilities etc.) |
Rental |
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Capital asset additions & disposals in the year. |
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| Self-employment |
Financial statements or a list of revenues and expenditures |
T2124 |
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The original cost of all capital assets, year acquired and portion of premises used for personal purposes |
CCA |
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Detail all expenditures incurred during the year to earn income. |
Bus. Expenses |
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Details of all tax installments made during the year. |
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| Partnership |
T5013 slip or financial statements and tax information if you have not been provided with a T5013 slip |
Partnership |
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Details of expenses incurred outside of the partnership (e.g. auto, supplies, interest, office- in- home). If the partnership is a GST registrant, please indicate which expenses include GST. |
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| Child Care Benefit |
The UCCB is for children under the age of 6 years and is paid in installments of $100 per month per child. |
UCCB |
| BACK TO TOP |
| Deductions |
| Legal Fees Paid |
Details of fees incurred (to establish right to pension benefits, severance, or spousal support) |
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| RRSP Contributions |
RRSP receipts and CRA “RRSP Contribution Limit Statement” (from prior year notice of assessment) |
RRSP |
| Professional, Union Dues |
Receipts |
Prof. Dues |
| Child or Attendant Care |
Amount paid, name, address and Social Insurance Number of each caregiver |
Child Care |
| Moving |
Details of all expenses (moving goods and people, storage, meals and temporary accommodations, commissions, legal or lease cancellation fees, changing addresses on legal documents, replacing vehicle permits and driving licenses, utility hook-ups and disconnections, etc.) |
Moving |
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Copy of real estate transaction selling previous residence. Commissions paid to agent to sell home are included in moving expenses. |
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Costs of maintaining your vacant former residence (including mortgage interest, property taxes, insurance premiums, heat and utilities) |
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Places moved from and to. Distance from old residence to new work location. Distance from new residence to new work location |
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If you were reimbursed by or received an allowance from your employer, please provide details. Also provide details of any home relocation loan provided |
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| Investment and Student Loan Interest |
Amount paid. Documentation need not be loan interest filed, but must be retained by you |
Interest |
| Other Investment Expenses |
Amount paid (safety deposit box charges, accounting fees, investment counsel fees, etc.) Documentation need not be filed with the return, but must be retained by you |
|
| Employment Expenses |
A completed form T2200 signed by your employer, together with a list of your expenses (e.g. auto, supplies, interest, office- in-home) indicate which expenses include GST. |
Employment Expenses |
| Tools Deductions |
Provides tradespersons with a deduction of up to $500 to help cover the cost of new tools bought in the year that are necessary to their trade. |
Tools |
| Automobile Expenses |
Distance driven for employment and personal use, cost of gas, oil, insurance, license, interest, maintenance, automobile club |
Motor Vehicle |
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First year: Original cost of car excluding taxes, PST, GST, undepreciated capital cost, lease cost, year bought/leased. If leased, note list price. |
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| Tax Shelters |
T102, T5003, T5004, T5013, T1-CP slips. The tax shelter number must be indicated. Financial statements are beneficial but not required. |
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| Dependants |
Name, relationship, birth date, and income and infirmity of each dependant for the year. |
Dependants |
| Tuition Fees and Full-time Educational Attendance |
T2202 or T2202A slips. If the claim is in respect of your dependant’s attendance, s/he must sign form and must indicate the amount of her/his income. |
Tuition |
| Disability |
If this is your first year claiming a disability credit, you must provide us a completed form T2201 (call us for one.) In case of a dependant, please indicate his/her relationship to you. |
T2201 |
| Emergency Volunteer |
Did you receive an allowance as an emergency volunteer (e.g. firefighter)? If so, please indicate the amount. |
Emergency Volunteer |
| Medical Expenses |
Receipts for medical expenses (for you, your spouse and dependants) paid this year as well as for any unclaimed expenses from last year. If you paid private health care insurance. Select the best 12 month period (maximum amount) ending in the current tax year. |
Medical Expenses |
| Charitable Donations and Gifts to the Crown |
Official receipts. The receipt must include the registration number of the charity. |
Donations |
| Northern Resident |
Length of northern residency. Travel costs for medical services not locally available, and the airfare for up to two trips to the nearest designated city. |
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| Political Donations |
Official receipts. |
Political |
| Income Tax Installments |
CRA statements showing the amounts and dates paid. If these are not available, cancelled cheques. |
Installments |
| Property Tax or Rent |
Amount paid, landlord (for rent) or municipality (for tax). Were you in residence at a post-secondary institution? |
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| Ontario Home Ownership |
T1C-OHOSP Savings Plan |
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| Ontario Investor Programs |
OIEO form, tax credit certificate |
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| Transit Costs |
Monthly transit passes (only) since July 2006. |
Transit Pass |
| Children's Fitness Tax Credit |
Copies of receipts for any program which has a physical activity component (program started in 2007) |
Fitness |
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