We want to make sure we maximize your refund and get you every tax credit and deduction you’re entitled to.

 

 

So before you visit Sudbury East Bookkeeping & Tax Services Inc.,
make sure you have all the receipts and income records
your tax consultant will need to help maximize your tax return.

 

Here’s a handy checklist

 

Slips:

  • All T4 slips
  • All other information slips (T3, T5, T4E, T4A, T4AP, T4RSP, T4RIF, RC62)
  • Tuition/education receipts (T2202A)
  • Employment income (i.e. paycheque stubs)
  • Universal Child Care Benefit (RC62)
  • Old Age Security and CPP benefits(T4a-OAS, T4AP)
  • Other pensions and annuities (T4A)
  • Employment Insurance benefits (T4E)
  • Social assistance payments (T5007)
  • Workers’ compensation benefits (T5007)
Receipts:
  • Interest and dividends
  • Sale or deemed sale of stocks, bonds or real estate
  • Support for child, spouse or common-law partner
  • Legal Fees- to collect late support payments
  • RRSP contributions
  • Professional Fees or Union Dues
  • Tool expenses (tradespersons)
  • Medical expenses
  • Tuition/Education amounts for qualifying students
  • Transit passes
  • Charitable donations
  • Political contributions
  • Child care expenses
  • Adoption expenses
  • Children’s Fitness programs
  • Tutoring expenses
  • Rent Receipts/Property Tax Receipt
  • Moving expenses
  • Interest paid on student loans
  • Carrying charges and interest expenses
  • Automobile expenses
  • Travel expenses
  • Office-in-home expenses
  • Exams for professional certification
Other Documentation:
  • Universal Child Care Benefit confirmation
  • Notice of Assessment
  • Canada Revenue Agency correspondence
  • Capital gains/losses records
  • Northern residents deductions
  • Rental income & expense records
  • Business, farm or fishing income & expense records
  • Disability Tax Credit Certificate(T2201)
  • Declaration of Conditions of Employment (T2200)
  • Automobile/Travel Logbooks GR803 10-08
  • Volunteer Firefighters certification
So before you visit Sudbury East Bookkeeping & Tax Services Inc.,make sure you have all the receipts and income records your tax consultant will need to help minimize your taxes.