List of Documents
Personal Income Tax Document List:
➤ S.I.N. (Social Insurance Number)
➤ T4, T4A, T5, T3… (all taxable slips)
➤ Name, address and Date of Birth (the same for the family if it applies)
➤ Medical expenses: Dentist, medical exams, pharmacy receipts (only prescriptions)
➤ Donations receipts
➤ Union receipts
➤ RRSP receipts
➤ Rent receipts (with landlord’s name, amount paid and how many months lived in the address for the year) or
➤ Property Tax paid for the year
➤ Home Buyer’s Plan – Withdrawal Amount and date and Repayment Annual Amount
➤ If bought a house and is a First Time Buyer: please provide complete address and date of purchase
➤ If sold a house: Date sold, Amount sold, Year of purchase, Amount paid on acquisition and if it was your Principal Residence or not
➤ List of Properties/Investments outside Canada if more than $100K in total
➤ School/Courses/Tuition Fees receipts if each receipt is over $100
➤ Child Care expenses
➤ Disability Amount Credit. If yes, please provide First Year and Last Year of eligibility
➤ Interest earned on investments and Interest paid for investments loans in the year
➤ If you moved to Canada in the year of the tax return you’re filing please provide the date of entry and total income made until the date you moved to Canada
➤ If you moved to/from a Province in Canada in the year of the tax return you’re filing please provide the moving date.
