When you file your taxes you will need certain forms and supporting documents to complete your return. You may not have an idea of where to start and this is why having a tax checklist is important and a great way to stay organized.

To start , you will need to have the following on hand to prepare a tax return:

• Social Insurance Numbers for you, your spouse, and any dependents (if applicable)
• Dates of birth for family members
• Net income amounts for your spouse and any dependents for whom you’re claiming credits such as the Canada Caregiver Amount, which is one of many you may be entitled to.
• If you’re claiming a tuition transfer from your spouse or child, keep a copy of their completed return handy as you’ll need to enter a few different amounts from it.
• The total amount of installment payments made to CRA
• Notice of Assessment from last year’s return. Along with acting as a guide for this year, you’ll also find your unused amounts for tuition, losses, moving expenses, and capital cost allowance.

2021 personal tax checklist

The following is to help you to organization your information to prepare your personal tax returns:

Personal Information

Social Insurance Number (SIN),  Date of birth, Information about spouse/common-law partner, Information about dependents, Spouse and/or child net income amounts

Income

Employment income (T4), Self-employed business income (T2125, T5013, T4A), Interest, dividends, mutual funds (T3, T5, T5008), Rental income and expenses (T776), Old Age Security and CPP benefits (T4A-OAS, T4A-P), Pension and annuity income (T4A)

RRSP and RIF income (T4RSP, T4RIF), Employment insurance benefits (T4E), COVID-19 benefits received (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)

Other Information

Sale of principal residence, Sale or deemed sale of stocks, bonds or real estate, RRSP deduction limit and unused amounts, Tuition carry forward amounts, Loss carry forward amounts, Other carry forward amounts (donations, etc.), Tuition transfer amount from spouse or child, Last year’s tax return,  Notice of Assessment from last year’s return, Total amount of instalment payments made to the CRA, Other CRA correspondence

Receipts

RRSP contributions, Employment expenses (T2200 signed by employer), Work-from-home expenses due to COVID-19 (T2200S), Tool expenses, Union dues not included on your T4 slip, Exams for professional certification, Teacher’s school supplies

Childcare expenses, Support payments paid or received, Adoption expenses, Disability tax credit for self or dependents, Medical expenses, Personal attendant/facility care expenses, Charitable donations, Northern residents deduction,

Digital News subscription expenses, Political contributions, Moving expenses, Home accessibility expenses, Home Buyers’ Amount, Tuition expenses, Student loan interest amounts, Tax-exempt scholarships.