Individual 2023 Income Tax Return Information Checklist

2023 Tax Return Checklist

  1. General Information and Personal Exemptions:
    • Any changes in marital status, dependents, address etc.
    • Details of spouse's income
    • Net income of dependent children
    • Other dependents - details of income, support, and address
    • Copy of prior year's Notice of Assessment or Reassessment
  2. Income
    • Copies of tax information slips i.e.: T3, T4, T4A, T4P, T5, T5007
    • Pension income other than slips (including Foreign Pensions converted to Canadian $)
    • Investment income other than slips
    • Rental property: address; rent collected and all expenses
    • Support payments received
    • Self-employment: income, expenses, and asset purchases; website address
    • Home Buyers Plan, RRSP information
    • Any other miscellaneous income
  3. Deductions from Income
    • RRSP contributions
    • Professional or Union dues
    • Childcare expenses, names, and SIN's
    • Attendant care expenses, names, and SIN's
    • Moving expenses if moved over 40 KM for work or education
    • Support payments paid
    • Interest on loans for investments
    • Prior year's accounting fees
    • Investment management fees
    • Employment expenses, provide T2200 (Conditions of Employment)
    • Northern residence, dates, and location
  4. Non-Refundable Credits
    1. Disability deduction
    2. Tuition and education
    3. Medical, including massage, chiropractic, dentist, optometry, fertility
    4. Charitable donations, names, and amounts
    5. Student loan interest
  5. Miscellaneous
    • Tax installments paid

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