Tax Checklist
Review this checklist to make sure you’ve got everything ready!
1. Income Slips
- T4 – Employment income
- T4A – Pension, annuity, self-employment, or other income
- T4E – Employment insurance benefits
- T4RSP / T4RIF – RRSP or RRIF withdrawals
- T5 – Investment income
- T3 – Trust income (including mutual funds)
- T5007 – Social assistance or workers’ compensation
- T5018 – Contract payments (for self-employed individuals)
- T5013 – Partnership income
- RC210 – Working income tax benefit advance payments
- Any other income documentation (e.g., rental, self-employment summaries) **
2. Business, Gig, or Employment Expenses
- Vehicle log and related expenses for business or gig work, or employment use with T2200 **
- Home office expenses (if used for business or employment) **
- Employment expenses (requires T2200 from employer) **
3. Deductions & Credits
- RRSP contributions (official slips)
- Childcare expenses (with provider details)
- Medical expenses **
- Charitable donations **
- Tuition fees (T2202)
- Union or professional dues
- Moving expenses (if you relocated for work or study) **
- Political contributions
- Childcare expenses **
- Adoption expenses
- Interest paid on student loans
- Carrying charges and interest expenses
- Exams for professional certification
- Support payments (received or paid)
- Disability tax credit certificate (T2201)
4. Property & Investments
- Rental income and expenses summary **
- Sale of property or investments (T5008 or transaction summary)
- Any other investment income
5. Other Documents
- Notice of Assessment from last year
- CRA correspondence
Note:** You don’t need to upload receipts for these items. Just provide the details in your forms and keep them for your records in case of CRA audit.
