Canada Tax Checklist

To read more chapters, click below:

Chapter 1: Self-employed tax prep checklist in Canada

Chapter 3: 2023 Canada Tax Checklist: What Documents Do I Need to File My Taxes?

Maintain order and jumpstart your tax season preparations by referencing this compilation of necessary forms and receipts essential for filing your taxes.

Personal information

• Social insurance number (SIN)
• Date of birth
• Information about spouse/ common-law partner
• Spouse and/ or child net income amounts
• Information about dependents
• Other CRA correspondence
• Last year tax returns
• Total amount of installment payment made to the CRA
• Notice of Assessment from last year’s return
• Tuition transfer amount from spouse or child

Income

• Employment income (T4)
• Self-employed business income (T2125, T5013, T4A)
• Interests, dividends, mutual funds (T3, T5, T5008)
• Rental income and expenses (T776)
• Pension and annuity income (T4A)
• Old Age Security and CPP Benefits (T4A – OAS, T4A – P)
• COVID-19 benefits received (T4A)
• RRSP and RIF income (T4RSP, T4RIF)
• Employment insurance benefits (T4E)
• Social assistance payments (T5007)
• Worker’s compensation benefits (T5007)
• Other income not reported on a slip
• RL-1 Employment and other income (QC only)

Receipts

• RRSP contributions
• Employment expenses (T2200 signed by the employer)
• Moving expenses
• Tool expenses
• Work-from-home expenses due to COVID-19 (T2200S)
• Union dues not includes on your T4 slip
• Childcare expenses
• Northern residents’ deduction
• Exams for professional certifications
• Support payments paid or received
• Political contributions
• Medical expenses
• Teachers’ school supplies
• Disability tax credit for self or dependents
• Adoption expenses
• Digital News subscription expenses
• Home accessibility expenses
• Tuition expenses
• Home Buyers’ Amount
• Student loan interest amount
• Tax-exempt scholarships

Other information

• Sale of principal residence
• Sale or deemed sale of stocks, bonds, or real estate
• Tuition carry forward amounts
• RRSP deduction limit and unused amounts
• Loss carry forward amounts
• Other carry forward amounts (donations etc.)