Income Details
Employment income (T4)
Employment insurance benefits (T4E)
Pension income (T4A, T4A(P), T4RSP, T4RIF)
U.S. social security & any foreign pensions
Old age security (T4OAS)
Investment income (T5)
Income from trusts such as mutual investments (T3)
Income from partnerships (T5013)
Universal Child Care Benefit (RC62)
Social assistance payments (T5007)
Workers’ compensation/social assistance payments (T5007)
Details of the sale of securities such as stocks & bonds (T5008)
Details of real estate sales & purchases
Income from foreign investments
Spousal support payments received
T4As for any miscellaneous income received during the year
T4PS (profit sharing)
Deductions – General
RRSP contributions
Professional dues & insurance, union dues
Medical, dental, prescription drugs, nursing home expenses
Payments to a private health insurance plan
Public transit passes
Charitable donations
Political contributions
Child care receipts (if for camp, list dates attended)
Children’s participation in programs related to physical activity & arts
Non-reimbursed moving expenses if you moved 40 km or closer to a new work location
Interest paid on student loans
Interest on loans assumed to purchase investments
Professional consultant fees
Legal fees paid to establish child or spousal support or to enforce a pre-existing agreement
Legal fees paid to recover wages from your employer
Details of the people you support & their medical status
Office-in-home expenses
Exams for professional certification
Tuition fees/education amount (T2202A for Canadian & TL11 for foreign universities)
Property taxes or residential rent paid & to whom
Ontario health home renovation costs incurred by those 65 or older
Political contributions receipts
Disability tax credit claim form completed by authorized health practitioner (T2201)
Spousal support payments paid
Adoption expenses
Deductions – Employees
Trades people & apprentice tool purchases, if eligible
Declaration of conditions of employment form (T2200)
TL2 meals & lodging for transportation employees
Expenses not reimbursed by your employer
Office rent if required as a condition of employment
Home office expenses
Commissioned salesperson – details for advertising, promotion, meals & entertainment
Deductions – Motor Vehicles, If Eligible
Total kilometers driven & kilometers driven just for work
Details of total expenses
New vehicle, purchase invoice/agreement
Unincorporated Businesses
Total sales revenue or receipts for the year
Total expenses listed by category or receipts for the year
Capital assets acquired (eg., computers & peripherals, furniture & equipment)
Home office expenses
Partners’ names, addresses, SINs & percent interest
Rental Properties
Address & number of units
Rental income by unit
Rental expenses by unit & by category of expense
Partners’ names, addresses, SINs & percent interest
Details of any capital additions over $500, including furnishings & appliances
Other Documentation
Copy of last year’s tax return
Copy of spouse’s tax return
Last year’s notice of assessment
Personal status such as dates of marriage, separation, divorce or widowed, births & deaths
Names & SIN of spouse & dependents
Notes consenting to provide your income tax information to Elections Canada
Installment payments made, if any
Repayments under the Home Buyers’ Plan
Details of foreign property holdings (if any) (T1135)
Direct deposit information, if desired or bank changed