Personal Tax Checklist
Please review this checklist in detail and ensure that you include all slips and tax info that applies to you when submitting your personal taxes to us.
T4, T4A, T4OAS, T4AP, T4PS, T4RIF, T4RSP, T4E, T5007
Tips: If you are awaiting any T slips, don’t worry we can access all your T Slips directly from CRA on your behalf.
Form T2200 (Declaration of Employment Conditions)
Office and Employment Expenses must be signed by your employer and filed with your return. Please provide details of your employment expenses, including details of your home office and vehicle use if applicable.
Form T2200S (Declaration of Employment for Working at Home Due to Covid-19)
As an employee, you may be able to claim certain Home Office Expenses (work-space-in-the-home expenses, office supplies, and certain phone expenses). This form is only for employee who worked from home in 2021 due to Covid-19. The employer must complete and sign this form if the employee chooses to use the detailed method to calculate their home office expenses. Please provide details of your employment expenses, including details of your home office.
Tips: Did you know that if you did not receive a T2200S, you can still claim home office expenses using the CRA temporary flat rate method?
Charitable Donations / Political Donations
Receipts showing date, amount paid, payee’s name and registered charitable donation number.
Universal Child Care Benefits (UCCB) slip
Official tax receipt from an educational institution (Form T2202A) & other receipts over $100. You can also carry forward
unused amounts from previous years.
Tips: Did you know unused current credits can be transfered to a spouse or parents?
Canada Training Credit
If you were at least 26 and less than 66 years old at the end of 2021 and you have a Canada training credit limit for 2021 on your latest notice of assessment or reassessment for 2020, you may be eligible to claim this refundable tax credit for up to half of your eligible tuition and other fees paid to an eligible educational institution in Canada for courses you took in 2021, or fees you paid to certain bodies for an occupational, trade or professional examination taken in 2021.
Interest paid on student loans
Provide the lending institution’s interest statement for the calendar 2021 year.
RRSP /Home Buyers Plan/Life Learning Plan
Tips: Did you know CRA has increased the HBP for first time home buyers from $25,000 to $35,000?
Can’t access or don’t remember your limit? Don’t worry we can access all your RRSP details directly from CRA on your behalf.
Amounts paid or received including to or from whom, and the payee’s or payor’s Social Insurance Number.
Name of the dependant, date of birth and relationship to you.
Disability Supports Deduction
Annual statement from your pharmacy, dentist, and other medical practitioners with the summary and total of each type of
medical expense. Total allowable medical expenses must be over 3% of total income.
Digital news subscription tax credit
Property Tax Credit
Proof of Property taxes and/or rent paid, address of residence, number of months in residence during the year and the
name of the person or municipality to whom the payments were made.
Tips: You can request a statement or a receipt of total rent paid for the year. If receipts are not given, you can use your payment from your bank account or canceled cheque as proof of payment. Please note that this Tax Credit is only eligible for low- to moderate-income households to help offset rent and property tax payments.
Reporting the sale of your principal residence
Types & number of shares, date of acquisition, proceeds of disposition, cost or adjusted cost base, outlays, expenses, etc.
Foreign Asset Reporting
Individuals who own specified foreign property/investments costing more than $100,000 must provide Specified foreign
property details in order to prepare a T1135 – Foreign Income Verification Statement to submit to CRA. Limited
Partnership T5013 & the reports from the limited partners.
Personal Tax Installments
Copies of Statement(s) of Account from Canada Revenue Agency showing total amount of installments paid during the
Tips: Not sure what you paid in installments? Don’t worry we can access all your installment details directly from CRA on your behalf.
Did you know you can now make payments to CRA via a credit card or Paypal?
Unincorporated Business (Sole Proprietor)
A detailed list of revenue and expenses, copies of GST/HST Returns and any other information required. Please refer to
our Personal Tax Tool in our Client Free Resource section of the CPA4IT Website for a detailed
description of what you can deduct as an expense.
Tips: Did you know that if you are self-employed or claiming employment expenses, you may be able to claim capital cost allowance on zero-emission vehicles?
Please be sure to access your Client Zone Login to upload your information to us.