Checklist – Montreal
- Employment Income: T4 and Relevé 1 slips.
- Investment Income: T5 and T3 slips.
- RRSP or RIF Withdrawals: T4RSP and T4RIF slips.
- Universal Child Care Benefit (UCCB): Documentation for payments received.
- Income Documentation: Any other slips justifying additional income.
- Capital Gains/Losses: Details of investment sales.
- Rental Income: Records of gross income and expenses.
- Support Payments: Records of alimony/support received or paid.
- Childcare Receipts: Detailed receipts for daycare or after-school services.
- RRSP Contributions: Official contribution receipts from your financial institution.
- Charitable Donations: Official receipts from registered charities.
- Medical Expenses: Please download our form (found under Personal Taxes / Forms) to calculate your totals for the current year.
- You are in the best position to know which expenses were reimbursed by your insurance provider.
Important Reminders (Please notify us if these apply):
- First-Time Home Buyers: If you purchased a home recently and neither you nor your spouse owned a property in the previous 5 years, you may be entitled to a tax credit.
- Volunteer Firefighters: Please let us know; a generous tax credit is available.
- Non-Residents: You must mention this status, as it impacts eligibility for certain benefits, such as the Work Premium.
- First-Time Donors: If you or your spouse have not claimed a charitable donation since 2007, you may be eligible for a "Super Credit" on your federal return.
- RL-19 Slip: If you received advance payments from Revenu Québec for childcare or the Work Premium.
- Direct Deposit: Provide a void cheque if you are a new client or if your banking information has changed.
- Child Support: If you pay support for a child (whether deductible or not), you generally cannot claim that same child as a dependant.
It is important to clarify this for us.
- Foreign Assets: If you own foreign property or assets with a total cost exceeding $100,000, you must file Form T1135.
- Wage Loss Insurance: If you received taxable wage loss insurance benefits this year, ask your employer’s payroll department for a written statement of the total premiums you paid in previous years.
- Tax Instalments: Copies of Federal and Provincial instalment payments made during the year.
- Notices of Assessment: Your Federal and Provincial notices from last year (IMPORTANT).
- Self-Employed Records: A summary sheet of your business income and expenses.
- Tuition Fees: T2202 forms.
- Financial and Interest Expenses: Documentation for investment-related interest.
- Disability Amount: Documentation for the Disability Tax Credit.
- Student Loan Interest: Statements for interest paid on government student loans.
- Political Contributions: Official receipts for donations to registered parties.
- Public Transit Passes: Receipts or passes for transit.
- Children’s Activities: Receipts for physical activity and artistic programs (for children under 16).
- Dues: Union and professional association dues.
- HBP Repayment: Details on repayments to your Home Buyers' Plan.