Tax Check List

Before you visit APlus Accounting Services, use this handy checklist to ensure you have all the documents your tax professional needs to help
maximize your refund. 

Tax Slips

❑ T4 - Employment Income
❑ T4E – Employment Insurance income
❑ T4RSP – Registered Retirement Savings Plan (RRSP) income
❑ T4RIF – Registered Retirement Income Fund income
❑ T4A-OAS, T4AP – Old Age Security & CPP Benefits
❑ T3, T5, T5008 - Interest, dividends, mutual funds
❑ T2202A - Tuition / education receipts
❑ T5007 – Workers’ compensation/social assistance benefit
❑ All other information slips

Receipts

❑ RRSP contributions
❑ Support for Child, Spouse or Common Law Partner
❑ Professional or union dues 
❑ Tool expenses (Tradesperson, apprentice & mechanics)
❑ Medical expenses
❑ Transit passes receipts
❑ Political donations
❑ Child care expenses
❑ Adoption expenses
❑ Moving Expenses
❑ Student loan interest
❑ Carrying charges and Interest expenses
❑ Office-in-home expenses
❑ Professional Certification exams expenses

Other Documents Required

❑ Last year’s tax return
❑ 2018 Notice of Assessment/Reassessments / CRA Correspondence
❑ Mortgage Statement Current Year 
❑ Sale or Deemed sale of stocks, bonds or real estate 
❑ Northern resident’s deduction
❑ Rental Income & Expense Records
❑ Sale or Deemed sale of stocks, bonds or real estate

❑ Business, farm or fishing income/expenses
❑ Automobile /travel logbook and expenses
❑ Disability Tax Credit Certificate
❑ Declaration of Conditions of Employment (T2200)
❑ Volunteer Firefighters certification
❑ Search and Rescue volunteer’s certification
❑ Written certification for eligible educator school supplies

*If you are a new client please make sure to bring in your previous year tax return.  
*If you are a Mortgage Client - Please make sure you have your current Mortgage Statement

** This checklist is not intended to be a complete list of all the possible documentation that you may need. Individuals should seek the advice of a professional in order to ensure they have the information and documentation appropriate to their specific situation.


If you have any questions or concerns and would like to make an appointment to talk to our financial advisor, please contact APlus