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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
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