Tax Form Checklist
Use this guide to make sure you have everything you need to file your taxes
Below is a list that you can use to help make sure you have all the appropriate documentation to submit a tax return. Use this checklist help you as a guide:
Employment and income data
- Employment income (T4 slip)
- Tuition/education receipts (T2202A)
- Interest, dividends and mutual funds (T3/Relevé 3, T5/ Relevé 16 and/or T5008 slips)
Government benefits
- Employment insurance benefits (T4E slip)
- Universal Child Care Benefit (RC62)
- Old Age Security and CPP Benefits (T4A-OAS, T4AP)
- Other pensions and annuities (T4A)
- Social assistance payments (T5007)
- Workers' compensation benefits (T5007)
Expense and contribution receipts
- RRSP contribution receipts
- Rental income and expense receipts
- Charitable donations
- Political contributions
- Support for a child, spouse or common-law partner
- Professional or union dues
- Medical expenses
- Transit pass receipts
- Child care expenses
- Adoption expenses
- Children’s arts and sports programs
- 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
- CRA correspondence