Our personal tax checklist is meant to help you prepare for your visit with one of our tax associates. We want to make sure you take advantage of every credit and deduction you are entitled to in order to maximize your refund. If you wish to download our checklist, simply click here
So before you visit Appletax, make sure you have all the receipts and income records your tax consultant will need to help minimize your taxes and maximize your refund. Do not forget your ID. Please bring 2 pieces of ID, one being a government issued photo ID and a proof of address.
Slips:
- All T4 slips (Employment income)
- Employment insurance benefits (T4E)
- Interest, dividends, mutual funds (T3, T5)
- Tuition / education receipts (T2202A)
- 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
- Teacher's School Supplies
- Charitable donations
- Political contributions
- Child care expenses
- Adoption expenses
- Moving expenses
- Interest paid on student loans
- Carrying charges and interest expenses
- Office - in-home expenses
- Exams for professional certification
- Other Employment Expenses
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
- Sale of principal residence
- eligibal educators expenses