It is that time of year tax time is at hand. Make sure you’re prepared for the 2013 tax season and you have all of your ducks in a row in advance of preparing your tax return. Below is a handy checklist of what you’ll need to get the best return possible, and it is provided by H&R Block so you know it is a great list to have on hand.
- All T4 slips (Employment income)
- Employment insurance benefits (T4E)
- Interest, dividends, mutual funds (T3, T5)
- Tuition / education receipts (T2202A)
- Universal Child Care Benefit (RC62)
- Old Age Security and CPP benefits (T4A-OAS, T4AP)
- Other pensions and annuities (T4A)
- Social assistance payments (T5007)
- Workers’ compensation benefits (T5007)
- All other information slips
- RRSP contribution slip
- Support for a child, spouse or common-law partner
- Professional or union dues
- Tool expenses (Tradespersons)
- Medical expenses
- Transit pass receipts
- Charitable donations
- Political contributions
- Child care expenses
- Adoption expenses
- Children’s arts and sports programs
- Moving expenses
- Interest paid on student loans
- Carrying charges and interest expenses
- Office – in-home expenses
- Exams for professional certification
- Notice of Assessment/Reassessment
- Canada Revenue Agency correspondence
- Sale or deemed sale of stocks, bonds or real estate
- Northern residents deductions
- Rental income and expense records
- Business, farm or fishing income/expenses
- Automobile / Travel logbook and expenses
- Disability Tax Credit Certificate
- Declaration of Conditions of Employment (T2200)
- Volunteer Firefighters certification
Want to have this list in a handy dandy downloadable format you can check as you go, we have that for you too. Well H&Block does.
I have found with all the slips and receipts having a check list as I get ready to do my taxes handy. So often even I can forget that one important receipt so I will be using the list as well.
Now H&R Block also has lists as well for small businesses and for Canadians living in the US. Are you ready for tax time? Do you use a list to get ready.
*This post is sponsored by H&R Block. As always though my opinions are my own.