Vantage Planners Group -

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:

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

Other

Attach if the following apply	Self	Spouse
Copy of: 2022 Assessments/Re-Assessments
Details of instalment payments made for 2023
Auto expenses, employment expenses, moving expenses
Details of foreign assets totalling $100000 or more