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What we need from your for personal income tax...

 Please print the following list and use it as a checklist for items to bring to us to complete your personal income tax.
 
  • All T4 slips you have received from employers during the year
  • All T5 slips (investment income) you have received from your bank, other financial institution, investment broker and/or lawyer
  • All T3 slips (generally mutual funds) you have received from banks, other financial institutions, investment broker and/or lawyer. Note, these particular slips are not required to be printed until March 31 therefore if you have invested in any mutual funds for which you have not yet received a slip, please advise of this when you bring in your taxes
  • All pension slips
  • T4OAS for old age security
  • T4AP    for Canada Pension Plan
  • T4A      for other pensions
  • All employment insurance (formerly UIC) income on form T4EI sent to you
  • All RRSP income withdrawls on form T4RSP sent to you by the institution holding the RRSP
  • All RRSP contribution receipts from your financial ininstitution, insurance company and/or investment dealer
  • All childcare receipts
  • All investors statements with your summary of
    • investments sold in the year
    • investments purchased in the year
  • Remember to include dates and dollar amounts
  • Investors statements,such as T101, for tax shelters participated in during the year
  • copy of interest paid on any borrowed funds used to invest. A letter from your bank would be the preferred back up
The information contained herein is general in nature and is not warranted to be applicable to all individual circumstances and may be rendered out of date by subsequent legislation. This information is not intended to give advice on your specific situation and in no way is intended to replace the need for qualified professional help. You must seek qualified professional help before deciding upon any course of action.  Links to other Web Sites are provided for information purposes only.  Kelly and Creaghan, Chartered Accountants do not endorse and are in no way associated with the products and services contained in these links.