Filing your income tax return often seems a daunting task, even with the help of a tax professional. Use the following checklist to ensure that your information is complete.

Note: You should have received all your applicable tax documentation by the end of March

General Items

• Previous year's notice of assessment
• Note changes to personal status, such as marriage, separation, births, new address, telephone number, disabilities, deaths, etc.
• T4A(P) Canada Pension Plan Benefits
• US Social Security
• Pension Income (T4A)
• T4 RIF
• T4 (employment)
• T4A (commisions and self-employed)
• T4E (employment insurance)
• T4OAS (old age security)
• T5 (investment income)
• T3 (income from trusts)
• T5007 (workers' compensation/social assistance payments)
• T5013 (partnership income)
• Documents re: sale of investments/real estate
• T4RSP (retirement savings plan income)
• RRSP contribution slips
• Medical receipts
• Charitable donations
• Tuition fees/education amount
• Interest paid on student loan(s)
• Professional dues/union dues
• Details on foreign property holdings (if any)
• Carrying charges/loan interest (Loans must be for income producing purposes)
• Safety deposit box fees
• Professional consultants' fees
• Spousal support income/payments
• Separation agreement (if it is the first year)
• Dependent information (e.g., children, elderly parent, new spouse, etc.)
• If you are a new client include your copy of last year's return
• Child care information
• Property taxes/rent paid and to whom

• Moving expenses
• Political contribution receipts
• T2201 Disability tax credit claim form completed by doctor, first year or renewal
• Tax shelter credits such as labour-sponsored venture capital investments
• Tax installments paid in the year (receipts required)
• RRSP Homebuyer and education withdrawal information

Rental Property

• Address and number of units
• Additions to Asset
• Current UCC of property as of January 1 of tax year
• Rent per unit
• Mortgage interest
• Property taxes paid
• Utilities
• Repairs and maintenance
• Renovation costs
• Other rental expenses
• Insurance

Business Income/Self-employed Income/Commission Expenses

• Revenue and expenses for the year
• Asset additions
• Business use of home
• Business use of auto
• Form T2200 from employer (declaration of conditions of employment)
• Details of apprentice vehicle mechanic tool costs in year
• Auto operating costs
• Advertising and promotion
• Truckers (TL2)

Contact Fastax Niagara at 905-682-8115 - Fax: 905-682-1177 - http://www.fastaxniagara.com