Personal Tax Checklist

This list is required information to maximize personal tax returns:

• Social Insurance Numbers for you, your spouse, and any dependents (if applicable)

• Dates of birth for family members

• The total amount of installment payments made to CRA

• Notice of Assessments from last year’s return

• Your NETFILE access code

It will allow you to check on the status of refunds, amounts owing, RRSP & TFSA contribution room, and  allows you to update personal information with the Canada Revenue Agency (CRA).

All Income slips for a personal tax return.

• T4 Statement of Remuneration Paid

• RL-1 Employment and Other Income (QC only)

• T4002 Self-employed Business, Professional, Commission, Farming, and Fishing Income

• T5013 Statement of Partnership Income

• T5018 Statement of Contract Payments

• T5 Statement of Investment Income

• T3 Statement of Trust Income Allocations and Designations

• T5008 Statement of Securities Transactions

• T4A Statement of Pension, Retirement, Annuity, and Other Income

• T4A(P) Statement of Canada Pension Plan Benefits

• T4A(OAS) Statement of Old Age Security

• T4RSP Statement of RRSP Income

• T4RIF Statement of income from a Registered Retirement Income Fund

• T4E Statement of Employment Insurance and Other Benefits

• T5007 Statement of Benefits – Workers Compensation or Social Assistance benefits

• T4A COVID-19 Benefits received – CERB, CRB, CRCB, etc.