GENERAL
 

• Your personal tax labels.

• Copies of any assessment / reassessment notices you have received during the year.

PERSONAL INFORMATION
 

• Information regarding change of name, address, marital status and/or dependants during the year;

• Any new social insurance numbers for your family members; 

• Income for dependants for the year; 

• Tuition and Education Deduction slips (form T2202A) for dependants transferring their deductions to you signed by the dependant on the back where shown; 

• Support payments to separated or ex-spouses and a breakdown between child support and spousal support paid; 

• Payments made for other dependant relatives. 

INFORMATION SLIPS
 

• Employment Income - T4;

• Investment Income - T5; 

• Trust Income (usually mutual funds) - T3 (Careful: These do not have to be mailed to you until March 31); 

• Canada Pension Plan - T4A(P); 

• Old Age Security - T4A(OAS);

• Alberta Seniors Benefit - T5007;

• Annuity Income - T4A;

• RRSP withdrawals - T4RSP;

• RIF withdrawals - T4RIF;

• Other Pension Income - T4A;

• Canada Savings Bonds - T5 or T600;

• Other Income (honorarium, patronage allocations, directors' fees, etc.) - T4A.

SELF-EMPLOYED INCOME (e.g. Business, Professional and Farm)
 

• Income and expenses for the year;

• Copies of invoices for capital assets (equipment) additions and sales;

• For farmers, market value of farm inventory on hand at year end (e.g. animals, feed supplies, fertilizer, gas, etc.);

• For farmers, details of purchased inventory on hand at year end (i.e. description, registered or not for cattle, year purchased and original cost);

• For business - cost of consumable inventory on hand;

• For business - list of accounts receivable and accounts payable at year end.

OTHER INCOME NOT INCLUDED ABOVE
 

• Information on such. This would include income from items listed in #3 for which no information slip was received.

INVESTMENTS SALES
 

• Date purchased;

• Cost including commission;

• Proceeds;

• Commission paid on sale.

REGISTERED RETIREMENT SAVINGS PLAN
 

• Slip regarding required repayment if you withdrew funds under the RRSP Home Buyers Plan;

• RRSP contribution slips including contributions to March 1. 

OTHER EXPENSES

Receipts for:

• Union/professional dues;

• Child care expenses - include name, address and SIN of daycare or caregiver;

• Moving expenses - including cost to sell old house, and legal fees to acquire new house, also any reimbursement of your moving expenses by your employer;

• Interest paid on student loans;

• Tuition and education amounts for yourself or your spouse (Form T2202A);

• Medical expenses;

• Charitable donations;

• Political donations;

• Employment Insurance repaid;

• Interest on loans for investment purposes;

• Government student loan interest receipts;

TAX INSTALMENTS
 

• Slips for instalment payments made for the current taxation year.

FOREIGN REPORTING

Did you own foreign property at any time in the year with a total cost of more than $100,000 CDN..?

If so, please provide details of these investments.