Personal Tax Checklist
Personal Tax Checklist
Tax Year 2026
Tax Year 2026
New Clients Only
Prior Year Notice of Assessment (NOA) or T1 Income Tax and Benefit Return (mandatory except for new Canadian residents or first-time filers)
Income Sources
T4 - Employment income
T4A - Other income including fees for services, scholarships, pensions and annuities
T4A(OAS) - Old Age Security Payments
T4A(P) - Canada Pension Plan Benefits
T4A-RCA - Distributions from a Retirement Compensation Agreement
T4E - Employment Insurance and Other Benefits
T4RIF - Income from a Registered Retirement Income Fund
T4RSP - RRSP Income or Withdrawals
T4PS - Employee Profit-Sharing Plan Allocations and Payments
T3 - Trust Income Allocations and Designations
T5 - Investment Income including interest and dividends
T5007 - Social assistance payments or Workers’ compensation benefits
T5008 - Securities Transactions including stocks and mutual funds
T5013 - Business Partnership income
T5018 - Statement of Contract Payments
RC210 - Canada Workers Benefit Advance Payments Statement
Invoices / Receipts / Statements - Rental Property income, Business, and Farm or Fishing income
Bill of Sale / Receipts / Statements - Sale or deemed sale of stocks, cryptocurrencies, bonds or real estate
Other Documents
Home Buyers' Plan (HBP) and/or Lifelong Learning Plan (LPP) repayment requirement
Custody Arrangement documentation
Other Canada Revenue Agency correspondence (optional)
All other information slips (e.g. T10)
Foreign Income and Foreign Taxes Paid
Power of Attorney for Legal Representative of an Individual Taxpayer
Credits and Deductions
Receipts (Personal & Family)
Registered Retirement Savings Plan (RRSP)
Contributions from March 3, 2026 to December 31, 2026
Contributions from January 1, 2027 to March 1, 2027
Medical and dental expenses
Charitable and/or political donations
T4FHSA - First Home Savings Account Statement
Child care expenses
Support for a child, spouse or common-law partner
Proof of financial support to non-resident spouse
Adoption expenses
Professional or union dues
Examination fees for professional licensing/certification
Interest paid on student loans
Carrying charges, interest paid and other expenses on non-registered investments
Teacher's school supplies
Tradesperson and apprentice mechanic tools and equipment
Northern residents deductions
Residential rent payments (British Columbia, Manitoba, and Ontario only)
Residential property tax payments (Ontario, and Manitoba only)
Home renovation expenses (for persons with disability or individuals age 65 or older only)
Children’s participation in sports, cultural and recreational activities (Saskatchewan only)
Certificates / Statements
T2200 - Declaration of Conditions of Employment
T2201 - Disability Tax Credit Certificate
T2202 - Tuition and Enrolment Certificate
TL11A/C/D - Tuition and Enrolment Certificate (Educational Institution Outside Canada)
TL2 - Claim for Meals and Lodging Expenses
T101 - Statement of Resource Expenses
T5006 - Statement of registered labour-sponsored venture capital corporation class A shares
Certification for Volunteer Firefighters or Search and Rescue volunteers
Closing documents of a new home for first-time home buyer
Receipts (Self-employed / Sub-contractor / Business / Rental Property)
Business, Rental, and Farm or Fishing expenses
Office-in-home expenses
Carrying charges and interest expenses
Automobile / Travel logbook and expenses
Which medical expenses can I claim?
You can claim only eligible medical expenses on your tax return if you, or your spouse or common-law partner:
paid for the medical expenses in any 12-month period ending in any month during the current tax year
did not claim them during the previous tax year
Generally, you can claim all amounts paid, even if they were not paid in Canada.
You may claim medical expenses paid for yourself, your spouse or common-law partner, and your or your spouse or common-law partner's children who were under 18 years of age at the end of the tax year
You may also claim the part of eligible medical expenses that you or your spouse or common-law partner paid for any of the following persons who depended on you for support:
your or your spouse or common-law partner's children who were 18 years of age or older at the end of the tax year, or grandchildren
your or your spouse or common-law partner's parents, grand-parents, brothers, sisters, uncles, aunts, nephews, or nieces who were residents of Canada at any time in the year
Check the list of common medical expenses on CRA's website.
See a list of authorized medical practitioners for the purposes of the medical expense tax credit on CRA's website.
What type of donations and gifts can I claim?
You can claim a tax credit based on the eligible amount of your gift to a qualified donee. Qualified donees are:
registered charities (see list of charities)
registered journalism organizations (RJO)
registered Canadian amateur athletic associations
registered national arts service organizations
registered housing corporations resident in Canada set up only to provide low-cost housing for the aged
registered municipalities in Canada
registered municipal or public bodies performing a function of government in Canada
the United Nations and its agencies
Government of Canada, a province, or a territory
universities outside Canada, the student body of which ordinarily includes students from Canada, that are registered with the CRA
registered foreign charities to which the Government of Canada has made a gift
Generally, you can claim part or all of the eligible amount of your gifts, up to the limit of 75% of your net income for the year.