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Check List
Income
- T4 - Employment
- T4A (OAS) - Old Age Security
- T4A (P) - Canada Pension Plan benefits
- T4A - Other pensions
- T4E - Employment insurance
- T5/T600 - Interest, dividends and other
investment income
- T3 - Mutual funds and other trust income
- T5013 - Limited partnership
- T5013 or Business or professional -
financial statements
- Rental property (details of income, expenses,
purchases and sales)
- Capital gains/losses - Did you dispose of any
capitol properties this year? (details of sales and original
purchase documentation)
- Alimony (Maintain copy of post - April 30,
1977 agreement or election, plus amendments)
- Other income (for example: stock options,
annuities, bursaries, scholarships, research grants, RRSPs (attach
T4RSP) or workers compensation)
Deductions
- Registered
Retirement Savings Plan (RRSP) contributions (receipts)
- Annual union,
professional dues (receipts)
- Child care expenses
(receipts) - For individual providers, include SIN and address - For
summer camps, indicate number of weeks in residence
- Attendants care
expenses (receipts)
- Allowable Business
Investment Loss (ABIL)
- Moving expenses
(receipts). Distance moved to new employment
- Alimony or
separation allowances paid to an ex-spouse (Provide name and address
of recipient(s). Maintain copy of agreement or court order for
spousal support signed on or after May 1, 1997)
- Commission and
employment expenses (Provide details and T2200 or TL2)
- Carrying charges
(Interest on money borrowed to earn dividend and interest,
investment counsel fees, interest for limited partnerships and
safety deposit box)
- Other deductions and
expenses (receipts)
- Federal and
provincial political contributions (receipts)
- Charitable donations
(receipts)
- Medical expenses
(receipts). (Provide details of private health insurance premiums,
including travel health insurance.)
- Disability deduction
for yourself or dependant (Obtain T2201 signed by physician if this
is a first-time claim)
- Tuition fees -
T2202/T2202A (Include amounts that can be transferred from
dependants)
- Labour-sponsored
funds - T5006
- Interest paid on
student loans (Obtain reporting slip)
- Wholly-dependant
persons (For each dependant provide name, address (if different from
yours), relationship, birth date, SIN and net income. If applicable,
note infirmity)
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Other
information
-
2008 Installments (Attach February 2009
notice.)
-
Copy of T1-2008 assessment notices
-
Details of RRSP - Home Buyers Plan or
Lifelong Learning Plan, withdrawals and/or the CCRA
Statement of Account, if received
-
Amount of any distributions or loans from
foreign trusts for 2008
-
Details of foreign property (other than
personal property) if aggregate cost exceeds $100,000
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