Checklists
Our checklists outline the essential tax documents & information needed to complete your return and help maximize your eligible tax credits.
New Client
(T1)
1. Personal Information:
Full legal name
Social Insurance Number
Date of Birth
Marital status
spouse's information.(if applicable)
Are you a Canadian citizen?
Income Documents:
T3 slip
T4 slip
T4A (pension or other income)
T4A(OAS)
T4A(P)
T4A RCA
T4E
T4PS
T4RSP
T4RIF
T4FHSA
T5 slip
T101
T5003
T5006
T5007
T5008
T5013
RRSP contributions
T2202
T2202A
Other slips
Expense:
medical expenses Donations
Travel expenses for medical trips
At least 40km travel away from you home to get medial service you may be able to claim the public transportation expenses!
RRSP contribution
Moving expenses
Childcare expenses
MB479 (Rental Credit)
Other Credit
Reminders:
1. Adoption expenses
2. Renovations to your home
3. Fitness activities for children under the age of 18
4. Programs for children
5.Fertility treatment fees paid to a licensed medical practitioner
6.Official care giver for any relatives, friends, or neighbours
7.Volunteer firefighter or search and rescue volunteer
8. Qualifying digital news subscription
Returning Clients
Personal Information
New Social Insurance Number
Change in Marital status and spouse's information.
Do you have any dependents or new dependents?
New Address
Business and Self-Employment
Did you sell a principal residence or other property last year?
All Income Documents
T4 – Employment income
T4A – Pension, commissions, self-employment, scholarships
T5 – Investment income
T3 – Trust income
T5007 – Social assistance or workers' compensation
T4E – Employment Insurance benefits
T4A(P) – Canada Pension Plan (CPP)
T4A(OAS) – Old Age Security (OAS)
T5013 – Partnership income
T5018 – Subcontractor payments (construction industry
T4RIF
Other Income:
Self-employment or business income (summary of income/expenses)
Capital gains (investment or property sales)
Foreign income or investments
Notice of Assessment (NOA) from CRA (most recent)
Corporate (T2)
Legal Documents
Legal business name
Business number (BN)
Bank Statement
Invoices & Receipts
Payroll Documents
Rental & Leases
Fiscal year-end date
Prior year T2 return
Shareholder names and ownership percentages
Business address and mailing address
Contact details (email, phone)
Prior year Notice of Assessment (NOA) from CRA
Any carryforward balances
Non-capital losses
Capital losses
Charitable donations
GST/HST filings and amounts for the year
Payroll summaries and T4 slips (if applicable)
T5 slips issued (for dividends)
CRA correspondence or audits
Contact Us:
Email: ranaaccountingtax@outlook.com
Phone: (204) 295-6695
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