PERSONAL TAX CHECK LIST

• Name:
• SIN#:
• Birthday:
• Address:
• Martial Status:
• Spouse  Name:
• SIN#
• Spouse Birthday:
• Dependent Name:
• Dependents Birthday:
• Dependents:
• Dependents Birthday:
• Prior year NOA (notice of assessment) Instalments made during tax year
• Tuition Transfer from spouse or dependent caregiver amount
• T-Slips
• T4 Statement of Remuneration Paid
• T4A Statement of Pension, Retirement, Annuity and other Income T4A
• T4(OAS) Statement of Old Age Security
• T4A(P) Statement of Canada Pension Plan Benefits
• T4E Statement of Employment Insurance & Other Benefits
• T3 Statement of Investment Income
• T5008 Statement of Securities Transactions
• T5007 Statement of Benefits (WCB or Social Assistance)

          Other Income:

• Tips & Gratuities not already on T4 or T4A
• Rental Income T776 Statement of Rental Estate Rentals Expenses part of Rental income
• T2125 Self-employment - Statement of Business or Professional Activities 
• Capital Gains (including the sale of principal residence)
• RRSP redeemed
• Home Buyers Plan Lifelong Learning Plan

Other Considerations:

• Adoption Expenses
• Charitable donations
• Employment Expenses (T2200)
• Home accessibility Expenses
• Medical Expenses, including premiums paid for private health insurance
• Moving Expenses
• Personal Attendant/faculty Care Expenses 
• Childcare Expenses
• Student Loan Interest Amounts 
• Support Payments Made
• Tuition Slips (T2202)
• Union Dues if not included on your T4 slip