With the tax filing deadline of April 30th rapidly approaching for Canadians, let’s TaxGenie help you stay on top of your tax game! Sure, taxes are not that exciting, but they are unavoidable. To make the process easier for you, TaxGenie has put together the 2019 Canadian tax checklist list just for you.
2019 Canadian Tax Checklist
The following are the slips, receipts, and additional documentation you should get together for your tax accountant:Slips
- All T4 slips
- Other information slips (T3, T5, T4E, T4A, T4AP, T4RSP, T4RIF)
- CPP benefits
- Employment income (e.g. paycheque stubs)
- Employment insurance benefits
- Old Age Security benefits
- Pensions and annuities
- Social assistance payments
- Workers’ compensation benefits
Receipts
- Adoption expenses
- Carrying charges and interest expenses
- Charitable donations
- Childcare expenses
- Children’s fitness programs
- Interest and dividend payments
- Medical expenses
- Moving costs
- Office-in-home expenses
- Political contributions
- Professional fees
- RRSP donations
- Sale or deemed sale of stocks, bonds or real estate
- Student loan interest payments
- Support for a child, spouse, or common-law partner
- Tool expenses (tradespersons)
- Transit passes
- Travel expenses
- Tuition/Education amounts (For qualifying students)
- Union dues
- Vehicle expenditures
Additional Documentation
- Automobile/Travel Logbooks
- Business, farm, or fishing income and expense records
- Canada Revenue Agency correspondence
- Capital gains/losses records
- Declaration of Conditions of Employment (T2200)
- Disability Tax Credit Certificate (T2201)
- Northern resident’s deductions
- Notice of Assessment
- Rental income & expense records
- Universal Child Care Benefit authorization
