2000 PERSONAL INCOME TAX CHECKLIST

Address:

Birth Date:

Phone #:

Fax #:

E-mail:

• T4 slips (employment income)
• T4A slips (OAS, CPP, pensions, annuities)
• T4E slips (employment insurance benefits)
• T5 slips (interest and dividends)
• T3 slips (estates, trust and mutual funds)
• T600 slips (Canada Savings Bonds)
• T5013 slips (Limited Partnership Income)
• Rental income and expenses
• Capital Gains (proceeds, cost, elected value)
• Alimony or maintenance received
• T4RSP (RRSP income)
• Other income (WCB, social assistance, death benefits, scholarships, grants, bursaries etc.)
• Business and professional income and expenses
• Farming and fishing income and expenses

• RRSP, RESP contribution receipts
• Union and professional dues
• Child care expenses (SIN, name and address)
• Moving expenses
• Alimony or maintenance paid
• Safety Deposit Box fees
• Interest expenses to earn investment income
• Investment counsel fees
• T2200 Auto/Employment expenses
• Employment Insurance repayment
• Student loan interest payment information
• Caregiver expenses
• T2202 Tuition receipts (self and dependent)
• Medical expenses
• Charitable donations
• Political contributions
• Property taxes/Rent paid in year and to whom paid

• Income tax instalments (final statement for year)
• Name change, marital status change
• Brokers’ statements (i.e. Gary Bean Securities Inc., Regal Capital Planners, RBC Dominion Securities etc.)

• Notice of Assessment from previous year
• Mutual fund statements (including annual statement)
• Canada Savings Bonds (purchased, cashed, on hand)
• Disability certificate for yourself or dependents

ACCOUNTING, TAXATION AND MANAGEMENT ADVISORY SERVICES FOR INDIVIDUALS, PROFESSIONALS, FARMS AND SMALL TO MEDIUM SIZED BUSINESS

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