Individual 2023 Income Tax Return Information Checklist

2023 Tax Return Checklist

1. General Information and Personal Exemptions:
   • Any changes in marital status, dependents, address etc.
   • Details of spouse's income
   • Net income of dependent children
   • Other dependents - details of income, support, and address
   • Copy of prior year's Notice of Assessment or Reassessment
2. Income
   • Copies of tax information slips i.e.: T3, T4, T4A, T4P, T5, T5007
   • Pension income other than slips (including Foreign Pensions converted to Canadian $)
   • Investment income other than slips
   • Rental property: address; rent collected and all expenses
   • Support payments received
   • Self-employment: income, expenses, and asset purchases; website address
   • Home Buyers Plan, RRSP information
   • Any other miscellaneous income
3. Deductions from Income
   • RRSP contributions
   • Professional or Union dues
   • Childcare expenses, names, and SIN's
   • Attendant care expenses, names, and SIN's
   • Moving expenses if moved over 40 KM for work or education
   • Support payments paid
   • Interest on loans for investments
   • Prior year's accounting fees
   • Investment management fees
   • Employment expenses, provide T2200 (Conditions of Employment)
   • Northern residence, dates, and location
4. Non-Refundable Credits
   1. Disability deduction
   2. Tuition and education
   3. Medical, including massage, chiropractic, dentist, optometry, fertility
   4. Charitable donations, names, and amounts
   5. Student loan interest
5. Miscellaneous
   • Tax installments paid

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