Canadian Residents T1 Checklist for 2023 Tax Season 

If you were a Canadian resident taxpayer in 2022, use this checklist to organize your information for the tax season. 

Personal Information: 

• Legal Name: As per the CRA account. If you changed your name in 2022, indicate it. 
• Social Insurance Number: Your Canadian SIN or ITN. 
• Gender & Date of Birth 
• Contact Details: Phone number, email address, and mailing address (in English for foreign addresses). 
• Marital Status: As of 2022/12/31. If changed during the year, provide details. 
• Residence: Information on any changes in residence for tax purposes in Canada. 
• Citizenship: Are you a Canadian citizen? If yes, do you wish to share your information with Elections Canada? 
• Spouse/Common-law Partner Information: Full legal name, date of birth, SIN, and net income. 
• Dependents: Names, SINs, dates of birth, and relationships. 
• Foreign Property: Do you own foreign property/assets worth more than CAD 100,000 in 2022? 

Information Slips (from Canada): Provide the following slips as applicable: 

• T4: Employment or commission income. 
• T4E: Employment insurance benefits. 
• T4A: Pension, retirement, annuity, and other income. 
• T5: Investment income. 
• T3: Trust income allocations and designations. 

• T4-COVID-19: Benefits received. 
• T5013: Partnership income. 
• T5008: Securities transactions. 
• T4A(P): Canada Pension Plan benefits. 
• T4A(OAS): Old Age Security. 
• T4RSP: RRSP income. 
• T4RIF: Income from a Registered Retirement Income Fund. 
• T5007: Benefits – Workers Compensation or Social Assistance. 
• T2202: Tuition slips. 
• Other slips not mentioned. 

Expenses for Deductions and Credits: 

• Medical Expenses: Summary of expenses. 
• RRSP Contributions: Receipts showing date and amount of contribution. 
• Support Payments: Support from a child, spouse, or common-law partner. 
• Professional or Union Dues 
• Charitable Donations: List including date, amount, and charity name. 
• Political Contributions: List including date, amount, and political party/candidate name. 
• Childcare Expenses: Receipts from daycare or other service providers. 
• Moving Expenses 
• Digital News Subscription Expenses 

• Employment Expenses: Must have a T2200 issued from your employer. 
• Carrying Charges and Interest Expenses 
• Student Loan Interest 
• Exam Expenses 
• Home Buyers’ Amount 
• Pension Income Splitting (for seniors) 
• Scholarships, Fellowships, and Bursaries 
• Ontario Staycation (New – 2022 Tax Year only) 
• Climate Action Incentive 
• Ontario Senior’s Public Transit Tax Credit (Seniors only) 
• Educator School Supplies (for educators only) 
• Tools Deduction (tradespersons only) 
• Home Accessibility Expenses 
• Attendant Care and Care in Facility 
• Adoption Expenses 
• Other Deductions or Credits 

Other Information for Canadian Tax Returns: 

• Notice of Assessment for the last year. 
• CRA correspondence. 

• Installments to CRA. 
• Carry-Forward Amounts. 
• Tuition Transfers. 
• Northern Resident’s Deductions. 
• Certifications. 
• Principal Residence. 
• Capital Gains/Dispositions. 
• Rental Income. 
• Self-employment Income/Business Income. 
• Newcomers (immigrants) to Canada.