Tax Tips Newsletter

What you don't know could be costing you a fortune!

READ MORE

2008 Tax Return Checklist

To make this year's income tax filing as easy as possible, use this checklist and you'll be sure you have everything you need.

Personal Information:

  • A copy of last years tax return
  • A copy of your 2007 notice of assessment from CRA (Revenue Canada)
  • Children's names & birthdates
  • Contact information - how do we get a hold of you: telephone, cell phone, address, email
  • Current mailing address

Employment Information:

  • T4 - Employment Income
  • T4A - Various sources of Income
  • T4E - Employment Insurance
  • T4RSP - RRSP withdrawals
  • T3 - Trust/Mutual Funds
  • Charitable Donations
  • Medical Expenses
  • T5007 WCB/Social Services
  • Stock and Real Estate Transactions
  • Tool Purchases
  • Union Dues
  • Political Donations
  • T5 - Bank Interest/Dividends
  • Rental Income
  • Business/Professional Income
  • Employment Expenses
  • Moving Expenses
  • Bus Passes
  • Child Care Expenses including sports fees

Seniors:

  • T4A (OAS) - Old Age Security
  • T4A (P) - Canada Pension Plan
  • T4A - Annuities & Pensions
  • T4RSP - RRSP withdrawal
  • T4RIF - RRIF withdrawal
  • Stock and Real Estate Transactions
  • T3 - Mutual Funds
  • T5 - Bank Account Interest
  • Medical Expenses
  • Charitable Donations
  • Bus/HandyDART Passes
  • Disability Amount

Students:

  • T4 - Income from Employment
  • T4A - Scholarship, Student Grant
  • Bus Passes
  • T2202A - Tuition Fees
  • Student Loan Interest
Download as an word document to personally edit and print