This article was provided by the Tax Professionals at H&R Block
Make sure you’re prepared for the 2011 tax season and you have all of your ducks in a row in advance of preparing your tax return. Below is a handy checklist of what you’ll need to get the best return possible.
Slips
- All T4 slips
- All other information slips (T3, T5, T4E, T4A, T4AP, T4RSP, T4RIF)
- Employment income (i.e. paycheque stubs)
- Old Age Security and CPP benefits
- Other pensions and annuities
- Employment Insurance benefits
- Social assistance payments
- Workers’ compensation benefits
Receipts
- Interest and dividends
- Sale or deemed sale of stocks, bonds or real estate
- Support for a child, spouse or common-law partner
- RRSP contributions
- Professional fees or Union dues
- Tool expenses (tradespersons)
- Medical expenses
- Tuition/Education amounts for qualifying students
- Transit passes
- Charitable donations
- Political contributions
- Child care expenses
- Adoption expenses
- Children’s fitness programs
- Children’s arts programs
- Moving expenses
- Interest paid on student loans
- Carrying charges and interest expenses
- Automobile expenses
- Travel expenses
- Office-in-home expenses
Other Documentation
- Universal Child Care Benefit confirmation
- Notice of Assessment
- Canada Revenue Agency correspondence
- Capital gains/losses records
- Northern residents deductions
- Rental income & expense records
- Business, farm or fishing income & expense records
- Disability Tax Credit Certificate (T2201)
- Declaration of Conditions of Employment (T2200)
- Automobile/Travel Logbooks
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