For personal income tax:
- T4
- T4A
- T4PS
- T4 (OAS)
- T4APS
- T4RSP
- T4RIF
- T4E
- T4U
- T5007 Social Assistance
- T5013
- T5 Slips and/or T3 Interest
and other investment slips
- RRSP Contribution Receipts
- T2200 Declaration of Conditions
of Employment
- T600 Coupon Payments on Bonds
- Receipts for Administrative
Costs on Self-directed RRSP Plans
- Charitable Donation Receipts
- Medical Expenses (Total amounts)
- Union Dues
- Alimony Payments
- Tuition Fees
- Disability
- Moving Expenses
- Rent Paid
- Investment Loan Interest
- Safety Deposits
- Legal Fees
- Charitable Donations
- Political Party Contributions
If you own a rental property
please provide the following (if applicable):
- Summary of rental income
for each property
- Summary of expenses sorted
by category (e.g. repairs and maintenance, property taxes,
mortgage, interest, etc.) for each property
If you sold any capital properties
please provide us with information on the selling and cost price
of each property.
If you are self-employed please
provide the following:
- Copy of Financial Statements
(if available)
- Company Bank Statements
If we are to prepare the financial
statements for your business, we will need the following:
- Bank Statements/Cancelled
cheques
- Expense (receipts added up
in each category)
- Rent, Insurance, Utility
Expenses
- Payroll
- List of Accounts Receivable
- List of Accounts Payable
- Copies of contracts for equipment
or other asset purchases
- Car Expenses and Mileage
Logs
- T5013 Partnership income
(if applicable) and copy of current financial statements
- Comments or Instructions
If you are a corporation we
normally require a year-end review process. The
Corporate
Tax Checklist Form file will assist you in assembling the
records we need to file your tax return.
