Income Tax Clinic 1

What you need....
  1. Copy of last year's income tax return and Notice of Assessment
  2. 2007 blank tax return (Tl General Form)
  3. Social Insurance Number for you and your spouse/common-law partner (if applicable)
  4. List of dependents and exact birth dates (day, month, year)
  5. All receipts of income, for example:
    • Salary and wages (T4)
    • Pension, retirement, annuity and other income (scholarships) (T4A)
    • Registered Income Fund income (T4RIF)
    • Registered Retirement Savings Plan income (T4RSP)
    • Canada Pension Plan benefits (T4A (P))
    • Old Age Security benefits (T4A (OAS))
    • Employment Insurance (T4E)
    • Interest and dividends (T5)
    • Statement of trust income (T3)
    • Worker's compensation/Social assistance (T5007)
    • Canada Savings Bonds interest benefits (T600)
    • Disability certificate (if 1st year of claim or previous one has expired) (T2201)
    • Tuition fees/Education amount (T2202/T2202A)
    • Universal Child Care Benefit Statement (RC62)
  6. All receipts for expenses, for example:
    • Child care expenses (plus care-giver's Social Insurance Number) - form T778
    • Medical expenses
    • Interest expenses
    • Adoption expenses
    • Charitable donations
    • Child Fitness expenses
    • Property taxes or rent paid during the year and all addresses of place of residence during the year and name(s) of landlord
    • Transit passes and receipts
    • Political donations
    • Union dues
    • Tuition fees/Education amount (T2202/T2202A)
    • Student loan interest
    • RRSP contributions
    • Disability certificate (if first year of claim or previous one has expired - T2201)
  7. Details of spouses income and dependant's income
  8. Details of alimony and maintenance payments received or paid
  9. If claiming tax credit for non-resident spouse or children, date of birth, complete address and proof of payment (generally receipts for money order) for funds sent to dependants
  10. If new immigrant, date of arrival in Canada
\