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Tax Checklist

Preparation for anything is the key to success. This applies to filing your taxes here in Ottawa as well as anything else. It also means the you should bring as much information as possible, that pertains to your financial status to Ottawa Tax Preparation.

Once we have all this information we can move forward with calculating what credits and deductions you deserve. After that we will file your tax return electronically. Below is a checklist of documents you should bring with you to any Ottawa Tax Preparation office.

Income Receipts

  • All T4 slips (Employment income)
  • Employment insurance benefits (T4E)
  • Interest, dividends, mutual funds (T3, T5)
  • Tuition / education receipts (T2202A)
  • Universal Child Care Benefit (RC62)
  • Old Age Security and CPP benefits (T4A-OAS, T4AP
  • Other pensions and annuities (T4A)
  • Social assistance payments (T5007)
  • Workers’ compensation benefits (T5007)
  • Along with any other documentation pertaining to income
  • Receipts

Expenses

  • Tool expenses (Trades persons)
  • Medical expenses
  • Transit pass receipts
  • Child care expenses
  • Adoption expenses
  • Moving expenses
  • Children’s arts and sports programs
  • Carrying charges and interest expenses
  • Office – in-home expenses
  • Exams for professional certification
  • Professional or union dues
  • RRSP contribution slip

Liabilities

  • Support for a child, spouse or common-law partner
  • Interest paid on student loans

Donations

  • Political contributions
  • Charitable donations

Additional documentation

  • Notice of Assessment/Reassessment
  • Canada Revenue Agency correspondence
  • Sale or deemed sale of stocks, bonds or real estate
  • Northern residents deductions
  • Rental income and expense records
  • Business, farm, or fishing income/expenses
  • Automobile / Travel logbook and expenses
  • Disability Tax Credit Certificate
  • Declaration of Conditions of Employment (T2200)
  • Volunteer Firefighters certification
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