Personal Tax Organizer Checklist
Personal Information
| Names, SIN and DOB |
| Self |
| Spouse |
| Dependents |
| Address, Phone Number and Email Address |
| Marital Status |
Income
| T4 Employment Income (Tips if not included in T4) |
| T4A (OAS), T4A (P) Old Age Security and Supplementary, Canada Pension, Other |
| T4E Employment Insurance |
| T4RSP / T4RIF RRSP Withdrawals |
| T5 Interest and Dividends |
| T3 Trust Incomes, Distributions, Investment, Gains, etc. |
| T4PS Profit Sharing Plan |
| T5007 Workers Compensation / Social Assistance |
| T5008 Capital Gains / Loss Summary |
| T1135 Foreign Income Verification |
| Child / Spousal Support Received |
Deductions and Receipts
| RRSP (Registered Retirement Savings Plan) Contributions |
| Union & Professional Dues |
| Sale of Real Property |
| Charitable Donations |
| Volunteer Firefighters Amount |
| Medical Expenses |
| First Time Home Buyer Amount |
| Child Care Expenses |
| Property Taxes or Rent Paid |
| Moving Expenses |
| Tuition Receipts |
| Adoption Expenses |