Use this personal income tax checklist to help you get organized whether you see a tax professional or prepare your own taxes.
| Income slips | T4; T3; T5; RC62; T4A; OAS; CPP; T4RSP; T4E; RL1; RL3;… |
| Rental income | Rent collected |
| Rental expenses | Advertising; Insurance; Interest; Office expenses; Legal; Management fee; Maintenance; Salaries; Property tax; Travel; Utilities; Vehicle; Other |
| Alimony paid or received | |
| Business gross income | |
| Business expenses | Purchases; Wages; Subcontracts; Advertising; Meals & entertainment; Insurance; Interest; fees and licenses; Office expenses; Supplies; Legal; Management fee; Maintenance; Salaries; Property tax; Travel; Rent; Utilities; Telephone; Delivery; Vehicle; Home office; other |
| RRSP Contributions | |
| HBP and LLP | |
| Pension splitting | |
| Professional membership fee | |
| Child care expenses | Usually the spouse with a lower net income should claim these expenses. |
| Disability supports deduction | Approved T2201 is required. Only the person with the impairment can make a claim |
| Moving expenses | |
| Capital gain or loss | Publicly traded shares; mutual funds; real estates; other |
| Investment advice fee | |
| Interest expenses on investments | |
| Employment expenses | Approved T2200 is required |
| Dependents | |
| Ontario child care tax credit | Ontario resident with less than $150,000 family income and eligible to claim child care expenses |
| Ontario staycation tax credit | You are eligible to claim the credit if you are an Ontario resident on December 31 of the year |
| Educator school supply tax credit | To be claimed by a teacher or early childhood educator employed at an elementary or secondary school or a regulated child care facility |
| First time home buyer | |
| Qualified Canadian journalism organization (QCJO) | Within any fiscal year (2020 through 2024), you can claim up to $500 in costs incurred for a subscription to a QCJO. You will then receive a 15% non-refundable credit on the amount paid to a maximum of $75 annually. |
| Adoption expenses | |
| Caregiver amount | Dependents over 65; impaired dependents over 18 |
| Home accessibility expenses | Eligible for the disability tax credit or over 65 years old |
| Disability tax credit | Approved T2201 is required |
| Student loan interest | |
| Tuition | T2202 is required |
| Donations | |
| Medical expenses | |
| Disclose foreign property | Required if the aggregate cost of foreign properties exceeds CAD100K. This must be disclosed in T1135 |
| Disposing a principal residence | Form T2091, Designation of a Property as a Principal Residence (or Form T1255 for deceased taxpayers) must be kept by the taxpayer in case the CRA asks for it |