This article originally appeared on the SimpleTax blog. SimpleTax has joined Wealthsimple to become Wealthsimple Tax. Now you can invest, trade, save, and do your taxes all in one place.
Before you start working on your tax return, you’ll need to gather a few things. To make sure you don’t miss something, and to help you get every deduction and credit you can, we’ve prepared this handy checklist.
If you prefer, you can also download and print a copy of our Tax Return Checklist (non-QC residents).
Our Tax Return Checklist for residents of Québec can be found here. Vous pouvez télécharger ces aides-memoire en français aussi. Pour les résidents hors Québec l’aide mémoire se trouve ici et pour les résidents du Québec l’aide mémoire se trouve ici.
Tax Slips
Employment income (T4)
Employment insurance benefits (T4E)
Pension and annuity income (T4A)
COVID-19 Benefits received (T4A)
CPP and OAS slips (T4A§ and T4A(OAS))
Investment income (T3, T5, and T5008)
Tuition (T2202 or TL11)
Social assistance and worker’s comp (T5007)
RRSP and RIF income (T4RSP, T4RIF)
Partnership income (T5013)
RL-1 / Relevé 1 (QC only)
Receipts
Charitable donations and political contributions
RRSP contributions
Medical expenses
Child care expenses
Children’s fitness and arts expenses (MB, YT)
Adoption expenses
Student loan interest
Professional or union dues (if not included on your T4)
Investment advisor fees and interest expenses
Moving expenses
School supply expenses (teachers)
Tools expenses
Employment expenses & form T2200/T2200S including work-from-home due to COVID-19 expenses
Examination fees for professional designations
Rent or property tax (ON, MB)
Legal expenses to collect alimony, pension or retiring allowance
Home renovation/accessibility expenses (if a senior or eligible for the disability tax credit)
Transit passes (Ontario seniors only)
Other Documents/Information
Last year’s notice of assessment from the CRA
Tuition carry forward amounts
RRSP deduction limit and unused amounts
Loss carry forward amounts
Other carry forward amounts (business-use-of home, donations, etc.)
Other CRA correspondence
Last year’s tax return (helpful for first-time users)
Instalment payment amounts
Information about your dependants
Birth date and net income
Post-secondary tuition available for transfer
Capital gains information (if no T5008 slips)
Child support or alimony information
Home buyers’ plan and Lifelong learning plan information
Information about the sale of your principal residence
Disability tax credit certificate (T2201)
Rental property income and expenses (including CCA)
Self-employed people and commissioned employees
Income and expenses (including CCA)
Vehicle logbook
In-home office expenses
Volunteer firefighters’, search and rescue volunteers’, or volunteer emergency medical first responders’ certificate
Northern residents information
Business investment loss information (if you invested in a company that went bankrupt)
RentAssist information (MB)
Graduate retention certification (SK)
Digital News subscription expenses
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