Personal Taxes

Private Earnings Tax Guidelines – Tax

Canada:

Personal Income Tax Checklist

22 March 2022

Crowe MacKay LLP

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Whether you’ve been preparing your taxes for years or are new to filing taxes, Crowe MacKay’s personal income tax checklist is a great resource to ensure you provide everything your accountant needs to file your taxes — saving you time and preparation fees.

Items you will find in our checklist include:

  • family information (marital status, dependents, etc.),
  • tax documents (T4, T5, T101, etc.),
  • investments (non-registered accounts),
  • required receipts (charitable donations, RRSP contributions, etc.),
  • dues (union or professional),
  • claiming home office expense information,
  • foreign investments,
  • COVID-19 programs, and more.

Crowe MacKay’s tax organizer also provides further details on a number of items including who is required to submit certain taxable papers and more.

Use our personal income tax checklist

Download or print our organizer to simplify your submission process this tax season.

Download our Personal Income Tax Checklist

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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