Vantage Planners > Tax Services > Personal Checklist

Dear Client,

In order to save you time and frustration, we have provided you with the following checklist of things you will need to bring to your appointment:

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Basic Personal Return

Type of Form Name of Form Self Spouse
Earned Income T4, T4A, T4E
Pension& RSP Income T4AP, T4RSP, T4RIF, T4OAS, T4RCA
Trust & Other Income T3
Investment Income T5
Interest Income on tax refunds  
Partnership Income T5013
WCB income/Social Assistance T5007
RRSP Contributions  
Charitable donation Detailed Summary for every calendar year
Medical expenses Detailed Summary for every calendar year
Tuition for self and dependant T2202 (If dependant, provide T1)
Other forms such as foreign holdings eg. offshore bank accounts, real estate etc...  
Amount of property taxes/rent paid  

Additional Forms: Self Employed

Type of Form Name of Form Self Spouse
Rental Income: financial statements or details Financial Statements or T776
Business Income: financial statements of details Financial Statements or T2124/T2032
Other details:  
- km driven for business purposes  
- business use of home  
- for rental income: share of profit/loss  


Attach if the following apply Self Spouse
Copy of: 2016 Assessments/Re-Assessments
Details of instalment payments made for 2017
Auto expenses, employment expenses, moving expenses
Details of foreign assets totalling $100000 or more

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