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TAX CHECKLIST

Income

  • Employment Income
  • EI benefits
  • Interest income
  • Dividend income
  • RRSP income

 

Deductions

  • RRSP contributions –
         Mar, [ year ] to Dec 31, [year ]
  • RRSP contributions –
         Jan, [ year ] to Feb 31, [ year ]
  • Professional/union dues

 

Tax Credits

  • Tuition
  • Charitable/political donations
  • Interest on student loans
  • Bus passes

 

  • Pension income
  • CPP income
  • OAS income
  • Other income
  • Childcare expenses
  • Moving expenses
  • Investment carrying costs
  • Other deductions
  • Medical expenses
         (for example, but not limited to):
  • Pharmaceutical prescriptions
  • Eye exams, glasses and/or contact lenses
  • Dental and orthodontic work
  • Chiropractic costs
  • Hearing aids and their replacement batteries
  • Massage therapy
  • Medical travel insurance
  • Medical plan deductibles
  • Other credits
Shuster & Associates income tax checklist - download the PDF

 

For your convenience, download and print our checklist.
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