Free checklist · Tax
Personal tax return document checklist (Canada)
What to ask clients for before preparing a personal income tax return. Use it as-is, print it, or send it as a DocsInOrder checklist.
Identity and last year
- Government photo IDDriver's licence or passport for new clients.
- Previous year's notice of assessmentShows RRSP room, carry-forwards and any balance owing.
- Changes since last yearNew address, marital status, dependants or a new province of residence.
Income slips
- T4 slipsEmployment income from every employer during the year.
- T4A, T4A(P), T4A(OAS), T4EPension, CPP, Old Age Security, EI and other income.
- T5, T3 and T5008 slipsInvestment income, trust income and securities sold.
- Rental or self-employment income and expensesA summary plus receipts for major expenses.
Deductions and credits
- RRSP and FHSA contribution receiptsIncluding contributions made in the first 60 days of this year.
- Medical expense receiptsFor the client and their family, with dates.
- Charitable donation receiptsOfficial receipts with the charity's registration number.
- Childcare receiptsWith the provider's name and SIN or business number.
- Tuition slips (T2202)For the client or a dependant.
- Rent or property tax receiptsWhere a provincial credit applies, such as Ontario's.
- Moving expenses, union dues and professional feesIf the client paid them during the year.
This checklist is a general guide, not tax advice. Requirements depend on each client's situation and province.
Get this season's documents in order
Install the free plugin. Upgrade only if Pro saves you time.