Tax Returns Toronto - Personal Income Tax Returns

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Personal Income Tax Return Checklist

Use the checklist to organize your tax slips and information to facilitate the preparation of your personal income tax return in an accurate, efficient and timely fashion:

Income
  • Employment and Commission Income T4, T4A
  • Old Age Security Pension T4 (OAS)
  • Canada Pension Plan (CPP) Benefits T4A(P)
  • Other Pensions T4A, Registered Retirement Income Fund (RRIF) T4RIF
  • Elected Split Pension Amount (Form 1032 to split up to 50% of your pension income with spouse or common law partner)
  • Universal Child Care Benefit RC62
  • Employment Insurance and other benefits T4E
  • Dividends from Investments T5, T3, T5013, T5013A, T4PS
  • Interest and other investment income T5, T3, T5013, T5013A and Foreign Interest and Foreign Dividends
  • Net Partnership Income (limited liability or non-active partners) T5013, T5013A
  • Registered Disability Savings Plan T4A
  • Rental Income and Expenses and renovations/additions for the year
  • Capital Gains from sale of investments T5008, T5, T3, T5013, T5013A, T4PS
  • Capital Gains from sale of real estate (purchase and sale documents, costs relating to purchase such as legal, commission, advertising, renovations/ additions to real estate)
  • Support payments received for yourself or child
  • Registered Retirement Saving Plan (RRSP) Income T4RSP
  • Other Income T4A (Registered Education Savings Plan RESP, Tax-Free Savings Account, scholarships, apprenticeship incentive grant, lump sum payments from pensions and deferred profit-sharing plans, retiring allowance paid as severance pay, death benefit from employment service), Foreign Income and Pensions
  • Self-Employment Income: Business, Professional, Commission (receipts from income earned and expenses incurred, capital assets such as equipment, furniture, computers purchased)
  • Social Assistance Payments T5007
Click To View Personal Income Tax Return Checklist - Deductions

Email Contact:accountant@taxreturnstoronto.com

Dean Constand CGA O/O of Tax Returns Toronto is a member in good standing of the
Certified General Accountants of Ontario
Visit: http://www.deanconstandcga.com/
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