Tax documents checklist1/31/2024 These are not duplicate receipts and may look different from past receipts, depending on the account for which they are issued. Please ensure you report all issued tax receipts on your tax returnĭepending on the activity within your account(s) this year, you may receive one or more tax receipts from IG Wealth Management at year-end. Here are some key dates and deadlines to help you prepare your tax return in good time. □ Details on the purchase of capital items (for example, computers or other equipment) Important dates to help you get ready for tax seasonĪfter consulting the tax checklist, you need to be aware of important upcoming deadlines and dates, so you file your return with minimal hassle, on time. □ Number of days working from home due to COVID-19 if eligible to claim a deduction under the temporary flat rate method □ Declaration of Conditions of Employment (T2200) signed by the employer, if eligible to claim employment expenses under the detailed method □ Tax slips for COVID-related taxable benefits or repayments (T4A or T4E) □ Government income slips for social assistance or workers’ compensation (T5007) □ Old Age Security (T4A-OAS) and CPP (T4A(P)) slips □ Registered plan income (T4RSP and T4RIF) slips □ Pension, retirement and annuities income slips (T4A) □ Employment income (T4) and employee profit sharing (T4PS) slips □ Information related to previously filed tax elections □ Information for interest paid on money borrowed for investments □ Information on investment counsel fees and carrying charges □ Documents related to any disposition of real estate to determine the related capital gain/loss □ Information on capital gains or losses related to investments (T5008 or investment statements) and loss carry-forward information □ Other investment income tax slips, such as for trusts (T3) and partnerships (T5013) □ Medical receipts (over any 12-month period ending in 2022) □ Charitable donation receipts and carry forward information □ Tuition slips (T2202) for yourself or a child □ Have you been approved by CRA for the Disability Tax Credit? □ Details related to tax instalments paid in the year citizen or green card holder (if applicable) □ If needed, the same for your spouse and dependents □ Last year’s tax return and notice of assessment □ Your name, birthday, social insurance number, marital status and province of residency This tax checklist covers most items you’ll need to collect for your accountant: Your tax checklist To be certain of receiving the tax refund you’re owed, you need to make sure that you include every income and expense document. As you get ready to file, consult this tax checklist to ensure all the documents needed for a tax return are in order. With the tax filing deadline fast approaching (usually May 1 for most people, or June 15 if you’re self-employed), we wanted to help you maximize your tax refund.
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