| PERSONAL INCOME TAX CHECKLIST |
NOTES |
| This checklist is not all inclusive, but for most
taxpayers, the list will help us complete your tax return with fewer delays. |
|
 |
Employment income … T4 slips. |
|
|
|
Old Age Security Pension… OAS slips. |
|
|
|
Commission income…T4 slips. |
|
|
|
Canada Pension Plan Benefits … T4AP
slips. |
|
|
|
Other income …T4A, T4RSP, T4RIF slips. |
|
|
|
Other pension benefits…foreign or
domestic. |
|
|
|
Unemployment insurance earnings…T4U
slips. |
|
|
|
Limited Partnership income…T5013. |
|
|
|
Summary of gains or losses on security
transactions … brokers’ statements. |
|
|
|
Dividends from Canadian/foreign
corporations…T5 slips. |
|
|
|
Interest earned …T3, T5, T600 slips,
other information. |
|
|
|
Costs associated with earning investment income. Consider safety
deposit box, brokers’ fees, borrowing costs, bank service fees. |
|
|
|
Rental income with summarized expenses. |
|
|
|
Details of real estate transactions. |
|
|
|
Summarized expenses to earn commissions. |
|
|
|
Summarized details of vehicle expenses,
purchase/sale, and personal use %. |
|
|
|
RRSP receipts. |
|
|
|
Union dues. |
|
|
|
Tuition fees. |
|
|
|
Interest on student loans. |
|
|
|
Tax shelter details. |
|
|
|
Charitable donation receipts. |
|
|
|
Child care expenses. |
|
|
|
Moving expenses if 40 km closer to new
workplace. |
|
|
|
Medical expenses, attendant care expenses. |
|
|
|
Education deductions. |
|
|
|
Employment expenses not reimbursed..form
T2200. |
|
|
|
Details on changes in marital status or
dependants. |
|
|
|
Property tax and/or rental payment …
details. |
|
|
|
Contributions to political parties …
federal and provincial. |
|
|
|
Prior years’ Assessments from Revenue
Canada. |
|
|
|
Details of tax instalments paid for the
current year. |
|
|
|
Your private fax number and/or e-mail
address. |
|
|
| Please call if you need help, or require
explanations concerning this information. STEVEN CHONG
CHARTERED ACCOUNTANT
100 Drumlin Circle, Suite 202
Concord, Ontario, Canada, L4K 3E6
Tel: (905) 660-9705 Fax: (905) 660-5169
E-mail: SChongCA@on.aibn.com |
