Getting Ready to File?
Receipts
☐ RRSP contribution receipts
☐ T4FHSA Slip: First Home Savings Account Statement
☐ Professional or union dues
☐ Tool expenses
(Tradespersons & apprentice mechanics)
☐ Office-in-home expenses
☐ Teacher’s school supplies
☐ Medical expenses
☐ Home renovations (seniors and disabled)
☐ Charitable donations
☐ Political contributions
☐ Child care expenses
☐ Moving expenses
☐ Interest paid on student loans
☐ Fees paid to a portfolio manager or financial advisor for managing or taking care of investments (e.g., in a fee-based account)
☐ Digital news subscription
☐ Support payments (received or paid)
☐ Rent or Property tax receipts
Slips
☐ T4 slips (Employment income)
☐ Employment insurance benefits
(T4A or T4E)
☐ COVID-19 relief repayments (T4A)
☐ Interest, dividends, mutual funds
(T3, T5, T5008)
☐ T2202 Tuition and Enrollment Certificate
☐ Old Age Security and CPP benefits
(T4A-OAS, T4AP)
☐ Other pensions and annuities (T4A)
☐ Workers’ compensation benefits (T5007)
Other documentation
☐ Notice of Assessment/Reassessment
☐ Canada Revenue Agency correspondence
☐ Sale of principal residence
☐ Rental income and expense receipts
☐ Business, farm or fishing income/expenses
☐ Disability Tax Credit Certificate
☐ Declaration of Conditions of Employment (T2200)
☐ Volunteer firefighters amount letter
