Summary of Items to Claim on Income Tax Return

by | Jan 4, 2020

    • Please note that this list may not be exhaustive and that you may have additional receipts/expenses not listed here.

      • General information

        • T4, T4A
        • Pension information
        • T5
        • Day Care Receipts for each child (if applicable)
        • EI
        • RRSP contribution
        • Student’s loan repayment amount
        • Tuition Receipt (T2202A )
        • Medication (dental, vision, medication, massage, chiro, psychiatrist, psychologist, etc.)

        Sale/ Purchase of House

        • Date of Purchase
        • Amount of purchase
        • Sale date (if applicable)
        • Sale amount (if applicable)
        • Sale expenses (if applicable)

        Move

        • Old address
        • New address
        • Date of move
        • Amount of rent (if applicable)
        • Landlord’s name (if applicable)
        • Raison for moving
        • Start date of new employment /school (if applicable)
        • Moving expenses
        • Information on number of people moved

        House expenses (commission, work at home, self-employed, employee expenses)

        • Mortgage interest
        • Rent – amount & landlord’s name
        • Utilities
        • Maintenance/repairs
        • Insurance
        • Water
        • Property Tax
        • Cable/internet/telephone (if applicable)
        • Alarm System

        Expenses for Rental Property

        • Mortgage Interest
        • Property tax
        • Insurance
        • Alarm system
        • Maintenance repairs
        • Utilities (if you include them in the cost of the rental)
        • Total amount of rent received

                    Business Expenses (commission, work at home, self-employed, employee expenses)

        • Supplies
        • Insurance
        • Telephone
        • Maintenance/repairs
        • Meals
        • Entertainment
        • Contractor
        • Bank Charges, Credit Card Interest (if separate account for business)
        • Grocery receipts (day care only)

        Vehicle Expenses (commission, work at home, self-employed, employee expenses)

        • Total mileage for the year (start and end of year mileage)
        • Mileage for the business for the year
        • Gas
        • Maintenance/repairs
        • Contract for purchase or lease/Info on lease or owned (payment)
        • Insurance
        • License Fees
        • Interest Charges