Your personal tax labels.
Copies of any assessment/reassessment notices you have received during the year.
Information regarding change of name, address, marital status and/or dependants during the year;
Any new social insurance numbers for your family members;
Income for dependants for the year;
Tuition and Education Deduction slips (form T2202A) for dependants transferring their deductions to you signed by the dependant on the back where shown;
Support payments to separated or ex-spouses and a breakdown between child support and spousal support paid;
Payments made for other dependant relatives.
Employment Income - T4;
Investment Income - T5;
Trust Income (usually mutual funds) - T3 (Careful: These do not have to be mailed to you until March 31);
Canada Pension Plan - T4A(P);
Old Age Security - T4A(OAS);
Alberta Seniors Benefit - T5007;
Annuity Income - T4A;
RRSP withdrawals - T4RSP;
RIF withdrawals - T4RIF;
Other Pension Income - T4A;
Canada Savings Bonds - T5 or T600;
Universal Child Care Benefits - RC62;
Other Income (honorarium, patronage allocations, directors' fees, etc.) - T4A.
SELF-EMPLOYED INCOME (e.g. Business and Farm)
Income and expenses for the year;
Copies of invoices for capital assets (equipment) additions and sales;
For farmers, market value of farm inventory on hand at year end (e.g. animals, feed supplies, fertilizer, gas, etc.);
For farmers, details of purchased inventory on hand at year end (i.e. description, registered or not for cattle, year purchased and original cost);
For business - cost of consumable inventory on hand;
For business - list of accounts receivable and accounts payable at year end.
OTHER INCOME NOT INCLUDED ABOVE
Information on such. This would include income from items listed in #3 for which no information slip was received.
Cost including commission;
Commission paid on sale.
REGISTERED RETIREMENT SAVINGS PLAN
Slip regarding required repayment if you withdrew funds under the RRSP Home Buyers Plan;
RRSP contribution slips including contributions to March 1.
Child care expenses - include name, address and SIN of daycare or caregiver;
Moving expenses - including cost to sell old house, and legal fees to acquire new house, also any reimbursement of your moving expenses by your employer;
Interest paid on student loans;
Tuition and education amounts for yourself or your spouse (Form T2202A);
Employment Insurance repaid;
Safety deposit box fees;
Interest on loans for investment purposes;
Government student loan interest receipts;
Slips for instalment payments made for the current taxation year.
Did you own foreign property at any time in the year with a total cost of more than $100,000 CDN? If so, please provide details of these investments.