TAX CHECKLIST
Here at Liberty, we are committed to providing you with the largest tax refunds you deserve and finding every tax deduction you’re eligible for.
Be prepared before heading into your local Liberty Tax by accounting for the documents you’ll need, such as income records and receipts, to reduce your taxes. To help you get organized and confident this tax season, Liberty Tax has created a simple, concise tax prep checklist. Print it, read through it, and highlight the items that apply to you! Then, check them off one by one as you assemble everything you need for this year’s tax prep.
Before visiting, consider locating and bringing the following:
Slips
☐ All T4 slips
☐ Other information slips (T3, T5, T4E, T4A, T4AP, T4RSP, T4RIF)
☐ CPP benefits
☐ Employment income
☐ Employment insurance benefits
☐ Old Age Security benefits
☐ Pensions and annuities
☐ Social assistance payments
☐ Workers' compensation benefits
Receipts
☐ Adoption expenses
☐ Carrying charges and interest expenses
☐ Charitable donations
☐ Childcare expenses
☐ Children's fitness programs
☐ Interest and dividend payments
☐ Medical expenses
☐ Moving costs
☐ Office-in-home expenses
☐ Political contributions
☐ Professional fees
☐ RRSP contributions
☐ Sale or deemed sale of stocks, bonds or real estate
☐ Student loan interest payments
☐ Support for a child, spouse, or common-law partner
☐ Tool expenses (tradespersons)
☐ Travel expenses
☐ Tuition/Education amounts (For qualifying students)
☐ Union dues
☐ Vehicle expenses
Additional Documentation
☐ Automobile/Travel Logbooks
☐ Business, farm, or fishing income and expense records
☐ Canada Revenue Agency correspondence
☐ Capital gains/losses records
☐ Declaration of Conditions of Employment (T2200)
☐ Disability Tax Credit Certificate (T2201)
☐ Northern residents deductions
☐ Notice of Assessment
☐ Rental income & expense records