An #H&RBlockCan Tax Time Checklist

checklist

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.

 

H&RBlock

Slips

  • 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

 

Receipts

  • 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

 

Other documentation

  • 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. 

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