Pre-tax filing checklist
Gather and sort your key tax documents into the following groups: Social insurance number and other personal data Income T-slips (T4s, T5s, etc.) Records of any other income, such as an income statement from your self-employment Receipts for tax deductions, including medical expenses, charitable donations, childcare or caregiver expenses, monthly transit pass, etc.
Pre-tax filing checklist
Gather and sort your key tax documents into the following groups: Data from past tax years such as your Registered Retirement Savings Plan (RRSP) contribution limit, repayments required under the Home Buyers Plan or Lifelong Learning Plan The tax package sent to you by the Canada Revenue Agency (CRA), including your access code to file online or by telephone (If CRA did not send you a package for the current year, you can get a general income tax form online or from any post office.)
Pre-tax filing Tips
– Prepare for the whole family. Often, expenses that won't benefit one member of the family can be transferred to another.
Personal Income Tax Return -Bomcas Accounting
Pre-tax filing Checklist
– Social Insurance Numbers for you, your spouse, and any dependents (if applicable) – Dates of birth for family members – Net income amounts for your spouse and any dependents for whom you’re claiming credits such as the Canada Caregiver Amount, which is one of many you may be entitled to. – The total amount of installment payments made to CRA – Notice of Assessments from last year’s return
Personal Income Tax Return -Bomcas Accounting