2022 Personal Tax Filing Checklist

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T4 - Employment Income

T4A - Pension, Retirement, Annuity, or Other Income.

T4RIF - Registered Income Fund Income

T4E - Employment Insurance Benefits

T3, T5 - Investment Income

     Interest, Dividends, Mutual Funds, 

T5008 - Statement of Securities Income

T4AP - Canada Pension Plan Income

T4OAS - Old Age Security Benefits

T5007 - Social Assistance & WSIB Benefits

T4RSP - RRSP Income 

Self Employed Income - (Use our handy Worksheets)

     Small Businesses / Self-Employed 

     Rental Property Income

     Farming Income

Deemed Sale of Stock, Bonds or Real Estate

Spousal Support Income

RRSP Contribution Receipts

OSAP Interest

T2202, Tuition Receipt 

Daycare Receipts

     Childcare

     Summer Camp

Charitable Donation Receipts 

Employment Expenses

     T2200, Declaration of Conditions of Employment

     Meals & Lodging for Long-Haul Truck Drivers

     Pandemic Home Office

Medical Expense Receipts

     Medical Expense Worksheet

Tradespersons - Tools Receipts (if in excess of $1,222)

Spousal Support Payments

Professional or Union Dues

Investment Management Fees 

Home Accessibility Expenses

Caregiver Amount - Bring dependant's tax return. 

Volunteer Firefighter - Letter indicating more than 200 hours of service.

First Time Home Buyer - Need closing date.

Adoption Expenses

Disability Amount 

     T2201, Disability Tax Credit Certificate Application

Rent Receipt

Final Property Tax Bill

Ontario Seniors' Home Safety Tax Credit

Ontario Seniors Care at Home Tax Credit

Ontario Seniors Public Transit Tax Credit

Ontario Staycation Tax Credit

Political Donation Receipts

Teaching Supplies Receipts (Teachers Only) Max $1000

Daycare Receipts

Notice of (Re)Assessment - prior year

Home Buyer's Plan Repayment

Life Long Learning Plan Repayment

CRA Review Letters