Personal Income Tax Checklist

  • All T4s & T4As related to employment/retirement income 
  • All T3s
  • All T5s related to investment income
  • All foreign property reporting information *for more information visit ‘CRA wants to know more about your foreign property’
  • All RRSP contribution receipts
  • Statements re: sales of stocks, bonds, mutual funds & other financial instruments
  • Limited partnership T5013s and carrying charges if applicable
  • Self-employed income and expenses
  • Medical expense receipts
  • Charitable donation receipts
  • Political contribution receipts
  • Alimony and/or maintenance receipts
  • T2202A/TL11 Tuition Certificates
  • Daycare receipts
  • Moving expense receipts
  • Copy of property tax bill or rent receipts
  • Installments paid
  • Copy of previous year’s Notice of Assessment

Copy of last year’s Income Tax Return (1st time users of F&P tax service only)