Checklist

• SIN

• Name

• Date of Birth

• Address

• Phone No. & Email

• Marital Status

• Residency Status

• Dependant's Info

• T4

• T4A

• T4A(P)

• T4A(OAS)

• T4E

• T4PS

• T4RSP

• T4FHSA

• T4RIF

• T3

• T5

• T5007

• T5008

• T5013

• RC210

• Rental Income & Expenses (T776)

• Capital Gains/Losses (Sale of Shares, Real Property etc.)

• Self Employed Income & Expenses (T2125)

• Spousal Support Payments Received

• RRSP Contributions:

  • • Remaining of the Year (Mar 1 to Dec 31, 2024)

    • First 60 Days of the Year (Jan 1 to Mar 3, 2025)

• First Home Savings Account (FHSA) Contributions (T4FHSA slip)

• Donation Receipts

• Federal & Provincial Political Contribution

• Union Dues

• Professional Liability Insurance

• Child Care Expenses:

  • • Day Care/ Baby-sitting Expenses

    • Expenses to Find Private Baby Sitter

    • Children School Lunch Fees

    • Children Preschool Registration & Fees

• Medical Expenses, including:

  • • Prescriptions (Get Annual Statement from Pharmacy)

    • Medical Insurance Premiums Paid

    • Medical Insurance Premiums deducted from Salary (Bring Last Paystub of 2024)

    • Medical Expenses Outside of Canada Including Travel Expenses

    • Dental & Optical Expenses

• Disability Tax Credit (T2201)

• Disability Support Equipment & Attendant Care Exp

• Caregiver Amount for Infirm Dependants

• Eligible Dependant - Child/Parent/Grandparent

• Student Loan Interest

• Tuition Fees paid to:

  • • Canadian Institution (T2202)

    • Recognized Institutions Outside Canada (TL11)

• Employment Expenses (T2200):

  • • Vehicle Used for Employment

    • Work From Home - Office Expenses

    • Advertising to earn Commission Income

• Temporary Relocation Expenses (for Tradesperson)

• Long-haul Truck Driver Meal Expenses (TL2)

• Handyman Tools

• School Supplies (For Teachers)

• Moving Expenses:

  • • Travel & Meals Expenses

    • Transportation & Storage of Household Items

    • Temporary Living Expenses

    • Cost of Cancelling the Lease of Old Home

    • Cost of Selling Old Home (Realtor, Legal Fees etc.)

    • Cost of Buying New Home (Legal & Title Transfer Fees)

    • Vehicle Inspection & Registration in New Province

• Northern Residents Deduction

• Renovation Expenses:

  • • To Make Home Accessible for Seniors and Persons with Disability

    • To Create a Secondary Unit for a Related Senior or Person with Disability

• First Time Home Buyer

• Split Pension Income with Spouse (T1032)

• Adoption Expenses

• Spousal Support Payments

• Volunteer Firefighters / Search & Rescue Volunteers

• Digital News Subscription Expenses

• Investment Loan Interest

• Investment Management Fees

• Repayments Made of:

  • • Salary/Wages

    • Wage Loss Insurance Benefits

    • CPP Benefit Received in Previous Years

    • Covid-19 Benefits

    • EI Benefits

    • Old Age Security

• Legal Expenses Paid to:

  • • Appeal a Tax Assessment

    • Collect Salary/Wages

    • Collect or Increase Support Payments

    • Collect Retiring Allowance or Pension

(E. & O.E)