Shoebox Accounting Solutions Ltd.

Here Is A List Of Things You Will Need At Tax Time

Name:                                                                                           Spouse's name:
Address:                                                                                        Spouse's birthdate:
Address:                                                                                        Spouse's Social Insurance No.
Postal Code:

Telephone #

Birthdate:

Social Insurance No.:


Children's name(s), birthdate(s) and income(s):



INCOME                                                                                                 

^ Employment income — T4
^ Old age security — T40AS
^ CPP benefits —T4AP
^ Other pensions and annuities - T4A
^ Employment insurance benefits — T4E
^ Social assistance payments — T5007
^ Worker's compensation benefits — T5007
^ Interest and dividends — T3/T5
^ RRSP income or withdrawls —T4RSP/T4RIF
^ Sales or deemed sale of stocks, bonds, or real estate
^ Spousal support received
^ Other income
^ Rental income
^ Business, farm or professional income/expenses
^ Commission income
^ Net partnership income


OTHER
^ Copy of last year's taxes
^ Disability credit (if new, form T2200 required)

 

DEDUCTIONS

 

^RRSP contributions receipts

^ Union or professional receipts
^ Child care expenses
^ Moving expenses
^ Spousal support paid
^ Carrying charges and interest expenses
^ Automobile expenses
^ Travel expenses
^ Office-in-home expenses
^ Stock option and shares deductions
^ Northern residents deductions
^ Exploration and development expenses
^ Caregiver amount
^ Tuition

^ Interest paid on student loans
^ Medical expense receipts
^ Children's Fitness Receipts

^ Children's Art & Culture Receipts

^ Charitable donations receipts
^ Political contribution receipts

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