PERSONAL / SPOUSAL / DEPENDANT'S INFO:
SIN
Name
Date of Birth
Address
Phone No. & Email
Marital Status
Residency Status
Dependant's Info
INCOME SLIPS / DOCUMENTS:
T4
T4A
T4A(P)
T4A(OAS)
T4E
T4PS
T4RSP
T4FHSA
T4RIF
T3
T5
T5007
T5008
Rental Income & Expenses (T776)
Capital Gains/Losses (Sale of Shares, Real Property etc.)
Self Employed Income & Expenses (T2125)
Spousal Support Payments Received
DEDUCTIONS / CREDITS:
RRSP Contributions:
Remaining of the Year (Mar 2 to Dec 31, 2023)
First 60 Days of the Year (Jan 1 to Feb 29, 2024)
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 2022)
Medical Expenses Outside of Canada Including Travel 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)