Tax Lady Online - Final Tax Checklist

• Change of Address - Please note any change of address, Phone numbers or email address

• Dependants - We will use the information from last year. Note any change in marital status or additional children

• All T4 slips

• Investment income slips - Such as T5, T3, T4RSP, T4RIF, T4PS, T5008

• Pensions - Old Age Security T4A(OAS), Canada Pension T4AP, other pensions and annuities T4A.

• Employment Insurance Benefits - T4E

• Social Assistance / Workers Compensation Payments T5007, T5008

• Universal Child Care Benefit Statement – RC62

• Tuition Receipts -T2202

• RRSP Contributions Expenses on Information sheet:

• Home Renovations (for 2009 tax year)

• Child or Spousal Support

• RRSP

• Rent / Property Tax

• Professional Fees or Union Dues (not included on T4)

• Medical Expenses

• Transit Passes (Monthly or longer passes only)

• Charitable Donations (not included on T4)

• Children’s Fitness / Art Program Receipts

• Interest on Student Loans

• Political Contributions

• Tool Expenses

• Moving Expenses - only if moving for work

• Carrying charges and interest expenses (Safety Deposit Box or interest on investment loan)

• Statement of Business Income and Expenses (Self employed individuals only)

• Statement of Real Estate Income and Expenses

• Statement of Employment Expenses and Declaration of Conditions of Employment (T2200)

• Disability Tax Credit Certificate (T2201)

• Prior year Notice of Assessment

Final Tax Checklist

Note: Attach ALL income slips, and ONLY attach receipts if noted on info sheet. Otherwise, complete amounts and keep receipts for your records only.

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