T1 MATERIALS
GENERAL CHECKLIST
| 1 | Copy of previous year's completed Personal Tax Return(s) | |
| 2 | Copy of previous year's "Notice of Assessment" (has section about RRSP deduction limits for the next year) | |
| 3 | BIRTH DATE(S) AND S.I.N.#(S) (and names and birth dates of children) | |
| ////// | Official Information Slips for the Current year as follows: | //////// |
| 4 | T4 - STATEMENT OF REMUNERATION PAID | |
| 5 | T4A - STATEMENT OF PENSION, RETIREMENT, ANNUITY & OTHER INC. | |
| 6 | T5 - STATEMENT OF INVESTMENT INCOME | |
| 7 | DONATION SLIPS (OFFICIAL) | |
| 8 | T4RRSP SLIPS (for money withdrawn) | |
| 9 | RRSP CONTRIBUTION RECEIPTS | |
| 10 | T2202 TUITION SLIPS | |
| 11 | T4A(OAS) - STATEMENT OF OLD AGE SECURITY | |
| 12 | T4A(P) - STATEMENT OF CANADA PENSION PLAN BENEFITS | |
| 13 | T4RIF - STATEMENT OF INCOME FROM A REGISTERED RETIREMENT INCOME FUND. | |
| ////// | OTHER INFORMATION REQUIRED AS FOLLOWS: | //////// |
| 16 | INTEREST INCOME from all other sources i.e. personal loans, rent deposit etc. | |
| 17 | RENTING RESIDENCE - TOTAL RENT PAID AND LANDLORD'S NAME | |
| 18 | OWNER OF HOME - COPY OF PROPERTY TAX STATEMENT | |
| 19 | MEDICAL RECEIPTS - ORIGINALS - totals for all members of your family | |
| 20 | CHILD CARE paid to an individual, need caregiver's name, S.I.N.# & address |