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SimpleTax Checklist

We want to make sure that you get every deduction and credit you can! Before you begin your tax return, you should make sure you gather all your slips, receipts, and other relevant documents. Tax slips T3 T4 T4A T4A T4E T4A-OAS T4AP T4 RSP T4 RIF T5 T5007 T5013 T2200 T2202A RC62 T101 (Mutual funds, REITS, ETFs) (Employment income) (Certain scholarships) (Other pensions & annuities) (EI Benefits) (Old Age Security benefits) (CPP benefits) (RRSP income) (RRIF income) (Investment income (interest, dividends, certain capital gains) (Workers compensation benefits and/or social assistance payment) (Partnership income) (Conditions of employment/allowable employment expenses) (Tuition) (UCCB benefits) (Exploration and development expenses)

Receipts Other Documents/Information RRSP contribution slips Medical expenses Transit pass receipts Charitable donation receipts Political donation receipts Interest paid on your student loans Other interest expenses Carrying charges (including safety deposit box) Child care expenses Childrens fitness and arts receipts Adoption expenses Child support/alimony payments or receipts Moving expenses (including realtors commissions) Work-space-in-home expenses Tool expenses (tradespersons) Exams for professional certification Receipts for your rent/property tax (certain provinces only) Attendant expenses for a disabled person Amounts you have paid in tax instalments Last years notice of assessment or reassessment (for carry-forwards) Other CRA correspondence Other carry-forwards (for example, use-ofhome expenses) Capital gains and losses information for stocks, bonds, real-estate, etc. Disability tax credit certificate Rental income & expenses Small business income & expenses Commissioned employee expenses Vehicle logbook (self-employed people & commissioned employees) Volunteer firefighters certificate Graduate retention certificate (SK only) Northern residents information Legal expenses to collect alimony, pension or retiring allowances Business investment loss information (if you invested in a company that went bankrupt)

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