Personal Tax Checklist

Copies of your last Notice of Assessment

Any change in marital status with date of change

Any change in address – please update here

If you sold your principle or other residence please list here

T3

T4 (T4A, T4AP, T4A(OAS), T4E, T4RSP, T4RIF)

T5, T5007, T5013, T5018

Receipts for RESP withdrawals under the Home Buyer's Plan or Lifelong Learning Plan

RRSP slips for March - December 2018 and first 60 days of 2019

Tuition form T2202A/TL11

Professional/union dues

Interest on student loans

Childcare expenses

Summer/spring break camp fees

Donations

Political contributions

Medical expenses not reimbursed and/or payments for medical insurance

Moving expenses if you moved for work or school

Tradesperson's tools

Educator supplies – total spent out of pocket

Installment payments for income tax

Interest paid on investment income, and investment counsel fees (excluding RRSP investment loans)

Employment Expenses – receipts and form T2200 (Declaration of Conditions of Employment)

First time home buyer (statement of adjustments and transportation)

Northern Residents deduction (address and dates living there needed)

Caregiver amount for in-home care of a parent or infirm dependent with low income

Home Accessibility tax credit – receipts or total spent to make home accessible for disabled resident or over 65 years old, max for stairs

If you have a home office - All home expense receipts including utilities, phone, property taxes and mortgage interest or rent, as well as the total square footage of the home and the square footage of the area used for business

A summary or listing of business income. OR all invoices if you need us to do the bookkeeping

A summary of purchases and expenses related to your business - OR head into different accounts such as "Office", "Repairs", "Supplies", etc. OR all receipts if you need EBC to do the bookkeeping

Vehicle expenses including fuel and oil, insurance and registration, repairs and maintenance as well as a description of the vehicle and both the total km driven in the year and the kilometers driven for business purposes. If you have a lease or a loan for the vehicle you will also need to provide this information.

A summary or listing of rental income and expenses by property. OR all receipts if you need us to do the bookkeeping

Repairs and maintenance on the property - please keep repairs that were done while a tenant was living in the unit separate from the repairs done while unit was vacant

Statement of interest paid on the mortgage

Rental agreement with schedule of rent to be paid by tenant

New purchases of appliances, etc. - please indicate when purchased

All receipts for management fees, insurance and other rental related expenses

An explanation for any major repairs to the rental property

Please separate all income and expenses by property

Vehicle expenses including fuel and oil, insurance and registration, repairs and maintenance as well as a description of the vehicle and both the total km driven in the year and the kilometers driven for rental purposes. If you have a lease or a loan for the vehicle you will also need to provide this information.

Please provide a listing of the following items in excel or on paper. OR all receipts if you need EBC to do the bookkeeping for you

All home expense receipts including utilities, phone, property taxes and mortgage interest or rent

Total square footage of the home and also of the areas used for childcare (please indicate if areas are used solely for dayHome or if they are shared areas)

Vehicle expenses including fuel and oil, insurance and registration, repairs and maintenance as well as a description of the vehicle and both the total km driven in the year and the kilometers driven for dayHome purposes

Hours open for business per month (24 hrs) - min ratio/maximum of $4 or $5 for each child/day (ie. you had 2 children come to your home for a month (21 days) - min ratio/maximum amount would be 21 X $4 = $105)

Purchases of toys and other materials for dayHome use

All income received in the year

If you have a home office - All home expense receipts including utilities, phone, property taxes and mortgage interest or rent, as well as the total square footage of the home and the square footage of the area used for earning employment income

A summary of purchases and expenses related to your employment - prepared into different accounts such as "Office", "Repairs", "Supplies", etc. OR all receipts if you need EBC to do the bookkeeping

Vehicle expenses including fuel and oil, insurance and registration, repairs and maintenance as well as a description of the vehicle and both the total km driven in the year and the kilometers driven for business purposes. If you have a lease or a loan for the vehicle you will also need to provide this information.

Form T2200 - Declaration of Conditions of Employment, filled out by your employer