Personal Income Tax Checklist

First Name:

Last Name:

Address:

SIN:

Date of Birth:

Phone:

Marital Status:

Dependents:

First Name:

Last Name:

SIN:

Date of Birth:

Net Income (if applicable):

Tax slips :

Income Slips: T4, T5, T3, T5007, T4RSP, T4E, T4A etc..

Tax Deduction Slips: RRSP, Moving Expenses, Professional Dues etc..Child Care Expenses etc..

Tax Credits: T2202/Tuition Fees, Donation Receipts, Medical Receipts, etc..

Installment Payments:

Details on Foreign Property held (if the value is more than $100,000):

Details of Sale of Real Estate – If you sold any real property:

Previous year Tax Return/Notice of Assessment (if available):

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Above mentioned are some of the common income, deductions and credits, Please call if you have more questions