The following is a checklist of documents that are commonly submitted when preparing a personal income tax return.

If any of these items are applicable to your return, we ask that you please upload them electronically or submit them to your local Avail CPA office.

SLIPS

□ Employment income T4
□ All other income information slips T3, T4A, T4PS, T5, T5013, T5018
□ Canada Pension Plan (CPP) T4A(P)
□ Social assistance, income assistance, or workers’ compensation T5007
□ Other pensions or annuities T4A, T4RIF, T4RSP
□ Employment Insurance benefits (EI) T4E
□ Old Age Security T4A(OAS)

OTHER INCOME

□ Other employment income not reported on slips including tips
□ Partnership income and expenses
□ Capital gains and losses realized include annual trading summary and T5008
□ Self-employment income business, professional, commission, or farming income, and business expenses
□ Rental income and expenses
□ Scholarships, fellowships, and bursaries T4A
□ Alimony, spousal allowances, or child maintenance if taxable by court order

FOREIGN INCOME AND PROPERTY

□ Foreign income
□ Details of foreign property owned at any time including cash, stocks, trusts, partnerships, real estate, etc. over $100,000 CAD (excluding personal-use property)
□ Foreign pensions

DEDUCTIONS

□ Employment related expenses T2200, T2200s
□ Moving expenses including costs of maintaining a vacant former residence
□ Interest on money borrowed to purchase investments or investment counsel fees
□ Digital news subscription expenses
□ Professional or union dues that are not reported on a T4
□ Registered Retirement Savings Plan (RRSP) contributions including January and February 2024
□ Alimony, spousal allowances, or child maintenance only if deductible by court order

TAX CREDITS

□ Tuition fees for you or a dependant T2202, TL11A, TL11D
□ Charitable donations and political contributions
□ Medical expenses for you or a family member SEE ARTICLE your medical providers may be able to provide annual statements upon request
□ Volunteer Firefighter Tax Credit
□ Teacher or Early Childhood Educator Tax Credit
□ Interest paid on qualifying student loans
□ New Home Buyers’ Tax Credit

RRSP PLANS

□ Home Buyers’ Plan withdrawal or repayment
□ Lifelong Learning Plan repayment

DEPENDANTS

□ Child care expenses
□ Adoption expenses

QUESTIONS?

If you have any questions or need help with the Personal Income Tax Checklist, please contact your local Avail office or message the Avail CPA Help Desk using the form below.