Getting ready for tax filing

Yes, it’s another list. This time it is a checklist to help you get all your paperwork ready for your tax preparer.

tax and wine

Here is a basic list of the information to put together:

a) personal details: name, address, sin, date of birth and marital status (name and sin of partner if common-law or married)

b) information about dependents – birth dates, full names, plus any eligible expenses including childcare, arts and sports expenses (contact me if you need more information about what is eligible)

c) all income information including:
T4, Statement of Remuneration Paid
T4A, Statement of Pension, Retirement, Annuity, and Other Income
T4A(OAS), Statement of Old Age Security
T4A(P), Statement of Canada Pension Plan Benefits
T4E, Statement of Employment Insurance and Other Benefits
T4RSP, Statement of RRSP Income
T5007, Statement of Benefits
T5, Statement of Investment Income
RC62, Universal Child Care Benefit statement
RC210, Working Income Tax Benefit Advance Payments Statement

d) any student loan payments (you should receive a statement which details how much interest and principal were paid off over the year.)

e) Your Notice of Assessment from your most recent tax return

f) Details about any RRSP contributions made

g) Details about any charitable donations made or moving expenses (over 40 km for work or study)

h) Self employed people – see my previous post

i) If you have rental income – hold tight, as I am working on a post about that. In the meantime, contact me for more detail if you need it.

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