Client Services - Personal Tax Checklist

In order to prepare your personal income tax return, we require the following information:

• Have you moved during the year?
• Has your marital status changed?
• Have you had a child in the past year?
• If you had stock sales, have you included all your stock trading information? (purchase prices and sale prices)
• Did you get a new car during the year? (if applicable)
• Have you provided your cell phone and/or car mileage details? (if applicable)
• Have you provided home-office details? (if applicable)
• Have you considered the possibility of transferring tuition to a parent/grandparent/spouse?
• If you have joint income slips with a spouse, have you indicated the % of how the income is to be divided?
• Did you earn any foreign income?
• Are you a first-time homebuyer?
• Do you own any residential properties in a corporation or through a bare trustee corporation? (Underused Housing Tax Filings required)
• Are you on legal title for any portion of a family member's home? (Trust Tax Return Filings required)
• Have you included:
  • Medical expenses for yourself, spouse and dependants
  • Income Tax Notice of Assessment
  • Rent paid or property tax paid
  • Income Tax instalments paid
  • All income slips
  • RRSP receipts
  • Donation slips
  • Child care receipts
  • Tuition receipts (these can be printed from the student's online school account)
  • Professional dues receipts
  • Carrying charges (i.e. interest and broker fees paid to earn investment income)