It’s Tax Season so Check Your List and Check it Twice

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Though in some parts of the country, it still feels like winter, spring has arrived on the calendar with the promise of warmer days and sunshine. But this time of year also means tax season. Get ahead of the game before the April 30th deadline by finding everything you need to make filing your taxes stress-free.

 

The tax professionals at H&R Block have provided this helpful checklist of the slips and receipts you need to get the best return possible.

 

Slips

  • All T4 slips (Employment income)
  • Employment insurance benefits (T4E)
  • Interest, dividends, mutual funds (T3, T5)
  • Tuition / education receipts (T2202A)
  • Universal Child Care Benefit (RC62)
  • 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 slip
  • Support for a child, spouse or common-law partner
  • Professional or union dues
  • Tool expenses (Tradespersons)
  • Medical expenses
  • Transit pass receipts
  • Charitable donations
  • Political contributions
  • Child care expenses
  • Adoption expenses
  • Children’s arts and sports programs
  • Moving expenses
  • Interest paid on student loans
  • Carrying charges and interest expenses
  • Office – in-home expenses
  • Exams for professional certification

 

Other documentation

  • 2012 Notice of Assessment/Reassessment
  • Canada Revenue Agency correspondence
  • Sale or deemed sale of stocks, bonds or real estate
  • Northern residents deductions
  • Rental income and expense records
  • Business, farm or fishing income/expenses
  • Automobile/Travel logbook and expenses
  • Disability Tax Credit Certificate
  • Declaration of Conditions of Employment (T2200)
  • Volunteer Firefighters certification

 

 

For those who prefer to take care of their own taxes, H&R Block Tax Software is a secure and reliable program that helps you maximize your tax return. If your return seems like a challenging task, H&R Block Canada has offices across the country and one of our tax professionals can help with all your tax needs.

 

For more information, please visit www.hrblock.ca.

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Comments

  1. Julie G. says:

    Valid tips, thanks for the reminders.

  2. Doris Calvert says:

    I use to do them for a living and do accounting but a few new things and hate doing them so I take mine to H & R Block because the girl who owns one here is a genius and up on everything!

  3. Thankfully my taxes are really easy and my sister works for an accounting firm and does my taxes for me using their software

  4. Great list, I think you covered everything..now to get it all together

  5. Thanx for the great tips. I use Turbo Tax to do my taxes, it’s free (for me anyhow) and they send it directly to revenue Canada. Already done and filed :)

  6. Judy C (Judy Cowan) says:

    Great tips! I use one of the tax programs to do them to make it easy, they are done and submitted for this year!

  7. Thank you for a great list! Very helpful!

  8. Great tips to remember, our tax info is in and our return back!

  9. Thanks foe reminders !

  10. Karen Evans says:

    Thanks for the info! :)

  11. Crystal Kordalchuk says:

    What a great list to keep on hand for filing taxes every year. I just filed my own for the first time this year and it was a snap! :)

  12. Elizabeth Matthiesen says:

    good tips, thanks

  13. great tips Thank goodness my husband knows how to do them He does ours every year

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