2015 Tax Document Checklist

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We want to make sure that you get the maximum income tax refund that you are entitled to so we have developed this handy checklist to make sure you stay organized before you come and see us.

Slips

 All T4 Slips
 Employment insurance benefit slips (T4E)
 Interest, Dividend and Mutual Funds (T3, T5)
 Tuition/Education receipts (2202A)
 Universal Childcare Benefit (RC62)
 Old Age Security (T4A-OAS, T4AP)
 Other Pensions and Annuities (T4A)
 Social Assistance Payments (T5007)
 RRSP Income (T4RSP)
 All other information slips from the CRA

Receipts

 RRSP contribution slip
 Support for child, spouse or common-law partner
 Professional or Union Dues
 Tools expenses
 Medical expenses
 Transit pass receipts
 Charitable donations
 Political Contributions
 Child Care Expenses
 Adoption Expenses
 Child Arts and Sports programs
 Moving Expenses
 Interest Paid on Student Loans
 Carrying charges and interest expenses on investments
 In Home Office Expenses

Other

 Notice of Assessment
 CRA Correspondence
 Rental Income and Expense Record
 Automobile Expenses
 Declaration of Conditions of Employment (T2200)

To receive a copy of this checklist, please contact me as amer@amersheikh.com

www.amersheikh.com | 416.520.6106

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