Your Tax Checklist for 2020 personal income tax

· Full legal name

· Date of birth

· SIN

· Address

· Phone number

· Photo ID

· Residency status in Canada (Citizen, PR, Refuge, …)

· Date of landing (for newcomers)

· Marital status 

· If married:

      Spouse full legal name, Date of Birth, SIN

      Spouse income (T slips, self-employed, rental, …)

      If your marital status changed in 2020, provide us with its date.

· Number of children

      Children name, Date of Birth, SIN

      Let us know if there is a newborn in 2020.

· Income information

      Employment income (T4)

      Investment income (T3, T5, …)

      Retirement income, grant, scholarship, government benefits, …. (T4RSP, T4PS, T4A, T5007, CERB, CRB, CESB, …)

      Self-Employed income (T4A, …) 

      Rental Income (need to complete our Rental Statement Excel template in Download tab)

· RRSP Contribution receipt if you contribute in 2020.

. Employment Expenses (T2200)

· Education:

      Did you receive T2202A from any college/university?

      Did you pay any exam fee?

      Did you receive any grant from college/university (T4A)?

      Interest on student loan 

· Did you pay for professional license or membership?

· Donation to charitable organization (if you received a receipt)

· Medical Expenses (need to complete Medical Expense Excel template  in Download tab)

  · Moving expenses (at least 40 kilometers closer to your new place of work)

· Childcare expenses (example: daycare, nanny, after school programs … BUT are)

· Are you first time home buyer in 2020? If yes, did you use RRSP as down payment?

· Did you pay rent or property tax in 2020? If yes, provide us with total rent paid, landlord or City name.

· Did you change your address in 2020?

· Did you sell any property in 2020?

· Do you have non personal use properties/assets out of Canada total more than $100,000 (example: Investment property, shop, office, saving, stock, ….) 

· Did your residency status changed from last time you files your tax return (example: PR to Citizen)