Personal Income Tax Document Checklist

Please make sure you have all your income records and receipts you need prior to move towards your taxes:

Information Slips

  • T4 (Employment income)
  • T4E (Employment insurance benefits)
  • T4A (COVID-19 relief payments)
  • T3, T5, T5008 (Interest, dividends, mutual funds)
  • T2202 (Tuition and Enrolment Certificate)
  • T4A-OAS, T4AP (Old Age Security and CPP benefits)
  • T4A (Other pensions and annuities)
  • T5007 (Social assistance payments)
  • T5007 (Workers’ compensation benefits)
  • All other information slips

Receipts

  • RRSP contribution receipts
  • Support for a child, spouse or common-law partner
  • Professional or union dues
  • Tool expenses (Tradespersons & apprentice mechanics)
  • Home-office expenses (if working at home due to COVID-19)
  • Other employment expenses
  • Teacher’s school supplies
  • Medical expenses
  • Home renovations (seniors & persons living with disabilities)
  • Charitable donations
  • Political contributions
  • Child care expenses
  • Adoption expenses
  • Moving expenses
  • Interest paid on student loan
  • Carrying charges and interest expenses
  • Home-office expenses
  • Exams fees for professional certification
  • Digital news subscription

Other documentation

  • CRA notice of Assessment/Reassessment
  • CRA correspondence
  • Sale of principle residence
  • Northern residence deduction receipts
  • Rental income and expenses receipts
  • Business, farm or fishing income/expenses
  • DTC (Disability Tax Credit Certificate
  • T2200 (Declaration of Conditions of Employment
  • Volunteer Firefighters’ certification
  • Search and Rescue volunteers’ certification
  • Written certification for eligible educator school supplies
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