Personal Income Tax Return Checklist
To file your personal income tax return through QualiVests, in order to maximize your tax refund and benefits, please prepare all information and documents according to this checklist. For more information contact us.

Personal Information
First & Last name (For family tax, all family members information)
Social Insurance Number (For family tax, all family members information above 18 years old)
Mailing Address
Telephone number
Email Address
Date of Birth (For family tax, all family members information)
Marriage Status
Citizenship
Bank account information if you want to set up or update your direct deposit with the CRA
Tax Slips (available on the CRA My Account)
T4 (Employment income)
T3, T5, T5008 (Interest, dividends, mutual funds)
T4E (Employment insurance benefits)
T4A(P), T4A(OAS), T4A (Old Age Security and CPP benefits)
T4A (Other pensions and annuities)
T4RIF (Statement of income from Registered Retirement Income Fund)
T4RSP (How much money you withdrew from or received out of your RRSPs and how much tax was deducted Also shows money withdrawn from an RRSP under Ho Buyer’s Plan and amounts transferred an RRSP to a spouse or partner under a court judgment or written agreement)
T5007 (Social assistance payments/ Workers ‘compensation benefits)
RRSP contribution slip
T2202A (Tuition / education receipts)
Tax Slips and information (not available on the CRA My Account)
Child care expense
Support for a child, spouse or common-law partner
Professional or union dues
Tool expenses (Tradesperson & apprentice)
Interest expenses or management fees to earn income from an investment
Rent or property tax payment amount
- Address
- Postal code
- Number of months you were in this address in the tax year
- Total Amount you paid
- Name of Landlord/Municipality that received rent/property tax
Medical expenses (each medical expense needs separate information)
- Payment Date
- Name of patient
- Payment made to
- Description of Expense
- Amount you paid
Charitable donations
Political contribution
Adoption expense
Interest paid to your student loan
Carrying charges and interest expense
Office-in-home expenses
Exams for professional certification
All tax slips from Revenue Quebec (RL-1, RL-8 etc.)
Hotel and other related receipts for Staycation tax credit. Only Ontario Residents.
Others
Newcomers who file their tax return for the very first time
Date of entry to Canada
Canadian source income before coming to Canada
Foreign source income before coming to Canada
Other Information
Notice of Assessment/Reassessment
Canada Revenue Agency correspondence
The sale or deemed sale of stocks, bonds or real estate
Northern residents’ deductions receipts
Rental income and expense receipts
Business, farm or fishing income/expenses
Automobile / Travel logbook and expenses
Disability Tax Credit Certificate
Declaration of Conditions of Employment (T2200) or Declaration of Conditions of Employment for Working at Home Due to COVID-19 (T2200S)
Volunteer Firefighters certification
Search and Rescue volunteer’s certification
Custody Arrangement documentation