Tax Return Checklist - Image Accounting

Pre-tax filing checklist

Social insurance number and other personal data
Income T-slips (T4s, T5s, etc.) or RL-slips (RL-1, RL-2, RL-3, etc.)
Records of any other income, such as an income statement from your self-employment
Receipts for tax deductions, including medical expenses, charitable donations, childcare or caregiver expenses, monthly transit passes, etc.
Data from past tax years such as your Registered Retirement Savings Plan (RRSP) contribution limit, repayments required under the Home Buyers Plan or Lifelong Learning Plan
The tax package sent to you by the Canada Revenue Agency (CRA) or the Agence du Revenu du Québec (ARQ), including your access code to file online or by telephone (If CRA or the ARQ did not send you a package for the current year, you can get a general income tax form online or from any post office for the federal return or from most caisses Desjardins branches for the Quebec return.)

Receipts

Slips

Tax Checklist