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 Service by accounting for the documents you’ll need, such as income records and receipts, to reduce your taxes.

Before visiting, consider locating and bringing the following: 


All T4 slips 

Other information slips (T3, T5, T4E, T4A, T4AP, T4RSP, T4RIF) 

CPP benefits 

Employment income (e.g. paycheque stubs) 

Employment insurance benefits 

Old Age Security benefits 

Pensions and annuities 

Social assistance payments 

Workers' compensation benefits  


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 donations 

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) 

Transit passes 

Travel expenses 

Tuition/Education amounts (For qualifying students) 

Union dues 

Vehicle expenditures 


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 resident’s deductions 

Notice of Assessment 

Rental income & expense records 

Universal Child Care Benefit authorization