T1 Personal Income Tax Checklist
Review the checklist and provide only the documents that apply to your situation. This helps ECR prepare your return accurately and efficiently.
Employment Income
- T4 slips
- T4A slips
- T4E Employment Insurance
- T5007 Social Assistance or Workers Compensation
- T2200 Employment Expenses, if applicable
Students
- T2202 tuition slip
- Student loan interest statement
- Scholarships, bursaries or grants
Investment Income
- T3 slips
- T5 slips
- T5008 slips
- Interest income
- Dividend income
- Capital gains information
Pension and Retirement Income
- T4A(P) CPP
- T4A(OAS) Old Age Security
- T4RSP
- T4RIF
- Pension income slips
Deductions and Tax Credits
- RRSP contribution receipts
- FHSA contribution receipts
- Medical expenses
- Charitable donations
- Union or professional dues
- Moving expenses
- Childcare expenses
- Disability Tax Credit documentation
- Support payments made
Home Buyers
- Home purchase documents
- Closing statement
- Home Buyers' Amount information
Foreign Income and Assets
- Foreign employment, pension, rental or investment income
- Foreign bank interest or dividends
- Foreign tax paid
- Foreign property or bank account information
- T1135 information if foreign assets exceeded CAD $100,000 at any time during the year
Rental Property Income
- Rental income received
- Property tax statement
- Mortgage interest statement
- Insurance, utilities, repairs and maintenance
- Condo fees, property management fees and advertising expenses
- Purchase or sale documents if applicable
Newcomers to Canada
- Date of entry to Canada
- Immigration status
- Foreign income before arrival
Self-Employment Income
- Total business income
- Income summaries, invoices or highlighted bank statements
- Business expense summaries, receipts or highlighted bank statements
- Advertising, office supplies, phone, internet, insurance and home office expenses
- Vehicle expenses and purchase or lease documents
- Meals, travel, subcontractor payments, equipment, tools and HST returns if applicable
Uber, Lyft and Delivery Drivers
- Annual tax summary from Uber, Lyft or Doordash
- Mileage log if available
- Fuel, insurance, maintenance and repairs
- Vehicle financing interest, purchase document or lease
- License, registration, parking, cellphone, car wash and HST information
New Client Information
- Last year's CRA Notice of Assessment
- CRA letters or correspondence
- Last year's tax return if prepared by another accountant
- Any other tax documents not listed above