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CHECKLISTS

✅ T1 Personal Tax Return Checklist

 

Documents & Information Needed:

  • SIN (Social Insurance Number)

  • Previous year’s Notice of Assessment

  • T-slips:

    • T4 (employment income)

    • T5 (investment income)

    • T3 (trust income)

    • T2202 (tuition)

  • RRSP contribution receipts

  • Medical and dental expense receipts

  • Charitable donation receipts

  • Childcare expense receipts

  • Union/professional dues

  • Home office expense details (if applicable)

  • Rent or property tax receipts (for provincial credits)

  • Direct deposit banking info

✅ T2 Corporate Tax Return Checklist

 

Documents & Information Needed:

  • Business number (BN)

  • Previous year’s Notice of Assessment

  • Financial statements:

    • Balance sheet

    • Income statement

  • GIFI codes for financial data

  • T-slips issued (T4, T5)

  • Payroll records

  • GST/HST returns

  • Loan and interest statements

  • Depreciation schedules

  • Shareholder information

  • AT1 Alberta corporate tax form details

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