Slips
☐ T4 slips (Employment income)
☐ Employment insurance benefits (T4E)
☐ COVID-19 relief payments (T4A)
☐ Interest, dividends, mutual funds (T3, T5, T5008)
☐ T2202 Tuition and Enrollment Certificate
☐ Old Age Security and CPP benefits (T4A-OAS, T4AP) ☐ Other pensions and annuities (T4A)
☐ Social assistance payments (T5007)
☐ Workers’ compensation benefits (T5007)
☐ All other information slips

Receipts
☐ RRSP contribution receipts
☐ Support for a child, spouse or common-law partner
☐ Professional or union dues
☐ Tool expenses (Tradespersons & apprentice mechanics)
☐ Office-in-home expenses (if working at home due to COVID)
☐ Other employment expenses
☐ Teacher’s school supplies
☐ Medical expenses
☐ Home renovations (seniors and disabled) ☐ Charitable donations
☐ Political contributions
☐ Child care expenses
☐ Adoption expenses
☐ Moving expenses
☐ Interest paid on student loans
☐ Carrying charges and interest expenses ☐ Exams for professional certification
☐ Digital news subscription

Other documentation
☐ Notice of Assessment/Reassessment
☐ Canada Revenue Agency correspondence
☐ Sale of principal residence
☐ Sale or deemed sale of stocks, bonds or real estate
☐ Northern residents deductions receipts
☐ Rental income and expense receipts
☐ Business, farm or fishing income/expenses
☐ Automobile/Travel logbook and expenses
☐ Disability Tax Credit Certificate
☐ Declaration of Conditions of Employment (T2200 or T2200S)
☐ Volunteer Firefighters certification
☐ Search and Rescue volunteers certification
☐ Written certification for eligible educator school supplies

Sole proprietor:
☐ All your T-slips for the year
☐ Information of any other income
☐ Business income and expenses compilation for the year to be filed – if bookkeeping is completed
☐ Invoices and receipt, payroll information and GST/HST returns – if bookkeeping needs to be completed

Corporation:
☐ All T-slips the corporation received
☐ GST/HST return(s) for the tax year
☐ Financial statements – if already prepared
☐ Invoices and receipts, payroll information and GST/HST
returns – if bookkeeping needs to be completed
☐ Last year’s return
☐ Copy of incorporation papers
☐ Latest Notice of Assessment
☐ Accounts receivable at end of fiscal year
☐ Amounts payable at end of fiscal year
☐ Employee deductions payable at end of fiscal year

Business Income
☐ Gross receipts from sales or services
☐ Sales records
☐ Returns and allowances
☐ Business chequing/savings account interest ☐ Other income
☐ Cost of Goods Sold (if applicable)
☐ Accounts receivable at end of fiscal

Inventory
☐ Beginning inventory total dollar amount ☐ Inventory purchases
☐ Ending inventory total dollar amount
☐ Items removed for personal purposes
☐ Materials and supplies

Expenses
☐ Advertising
☐ Business insurance – for business assets, liability
☐ Vehicle expenses – fuel, insurance, lease/bill of sale, payments with interest, repairs, maintenance, parking, car washes
☐ Mileage log or kilometers driven for business purposes
☐ Payroll data for employees; PD7A; statement of account for current source deductions
☐ Other employee expenses
☐ Professional fees – lawyers, accountants, and consultants
☐ Office supplies
☐ Interest expense – business loans, investments expenses and interest
☐ Travel
☐ Rent/Property tax
☐ Utilities
☐ Accounts payable at end of fiscal year
☐ Meals and entertainment: Receipts should have a list of who attended and the purpose of the meeting/event. Generally, 50% deductible, including gift certificates. Note: if you provide M&E to all your employees 100% can only be claimed for special events (up to 6 times per year). Exceptions for events that benefit registered charities.

Home Office Expenses
If you work out of your home, you may be able to deduct a portion of your home offices expenses. The tax rules differ, depending on whether you file as a sole proprietor or for a corporation. These expenses include:
☐ Mortgage interest (not principal) or rent ☐ Property tax payments
☐ Utilities
☐ Home insurance payments
☐ Home maintenance and repair costs ☐ Cable/Internet