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T1 - personal income tax return checklist

Are you an individual or sole proprietor who wants us to do your Personal Income Tax Return?

Please check the list below and submit all that applies by clicking the upload button below.

We are here to help and we'll get back to you within 24 to 48 business hours .

slips

  • T4 slips (Employment income)
  • Employment insurance benefits (T4E)
  • Interest, dividends, mutual funds (T3, T5, T5008)
  • Tuition / education receipts (T2202A)
  • Old Age Security and CPP benefits (T4A-OAS, T4AP)
  • Other pensions and annuities (T4A)
  • Social assistance payments (T5007)
  • Workers' compensation benefits (T5007)
  • All other information slips

receipts

  • RRSP contribution receipts
  • Support for a child, spouse or common-law partner
  • Professional or union dues
  • Tool expenses (Trades person & apprentice mechanics)
  • Other employment expenses
  • Teacher's school supplies
  • Medical expenses
  • Home renovations (seniors and disabled)
  • Transit pass receipts (before July 2017)
  • Charitable donations
  • Political contributions
  • Child care expenses
  • Adoption expenses
  • Moving expenses
  • Interest paid on student loans
  • Carrying charges and interest expenses
  • Office - in-home expenses
  • Exams for professional certification

other documentation​

  • Notice of Assessment / Reassessment
  • Canada Revenue Agency correspondence
  • Sale of principal residence
  • Sale or deemed sale of stocks, bonds or real estate
  • Northern residents deductions receipts
  • Rental income and expense receipts
  • Business, Farm or fishing income / expenses
  • Automobile / travel logbook and expenses
  • Disability Tax Credit Certificate
  • Declaration of Conditions of Employment (T2200)
  • Volunteer Firefighters certification
  • Search and Rescue volunteers certification
  • Written certification for eligible educator school supplies
  • Others 


Downloadable Forms:

 

Personal Income Tax Return Checklist

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