2024 Personal Tax Checklist
Documents You Should Start Gathering In Preparation For Your 2024 Personal Tax Return Filings.
PERSONAL INFORMATION
- Social Insurance Number
- Date of Birth
- Information about spouse/common-law partner
- Information about dependents
- Major life changes (change in marital status,
kids, address, etc.)
- Tuition transfer amount from spouse or child
- Last year’s tax return
- Notice of Assessment from last year’s return
- Total amount of instalement payments made
to the CRA - Spouse and/or child net income amounts
INCOME
- Employment income (T4 slips from all sources)
- Self-employed business income summary – Download Template
- Interest, dividends, mutual funds (T3, TS, T5008)
- Rental Poperty Income and Expenses – Download Template
- Old Age Security and CPP benefits (T4A-OAS, T4A-P)
- Pension and annuity income (T4A)
- Support payments received
- RRSP and RIF income (T4RSP, T4RIF)
- Employment insurance benefits (T4E)
- COVID-19 benefits received or repaid (T4A)
- Social assistance payments (T5007)
- Workers’ compensation benefits (T5007)
- Other income not reported on a slip (e.g. tips)
- RL-1 Employment and other income (QC only)
DEDUCTIONS & CREDITS
- RRSP Contribution Slips
- Medical expenses
- Union dues not included on your T4 slip
- Exams for professional certification
- FHSA contribution slip
- Support payments paid
- T777 – Work From Home Expenses – Download Template
- Disability tax credit for self or dependents
- Personal attendant/facility care expenses
- Charitable donations
- Digital News subscription expenses
- Summary of Home Accessibility related
renovation expenses
OTHER INFORMATION
- Sale of principal residence
- Sale or deemed sale of stocks, bonds or real estate
- RPSP deduction limit and unused amounts
- T2200 signed by employer – Download Template
- Tuition carry forward amounts
- Loss carry forward amounts
- Other carry forward amounts (donations, etc.)
- Foreign Property with Cost greater than $100K
