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2007 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 2006 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 |