Tax Season Checklist

The following is a list of items that we will need to begin work on your return; not every item may be applicable to you.

Government Documents

(Usually a Pink Shade, the Type of Slip is indicated at Top Right of Document)

T4 Income Slip — Sent by employer, usually received in February or March.
T3 Income Slip — Sent by all Fund Companies, usually received mid-March, may be as late as April.
T5 Income Slip — Sent by Banking Institutions for each interest-bearing account.
T4OA Slip — If you collected Old Age Security during the calendar year, expect a T4OA Slip in February.
T4A/P Slip — If you collected any kind of pension income during the calendar year, expect a T4A in February.
T4E Slip — If you collected Unemployment Insurance during the calendar year, expect a T4E Slip in February.
T5013 Slip — If you contributed to a Flow Through, you will get one of these. Likely from Terra Capital.

Investment Receipts

(Typically distributed by each fund and loan company in February or March)

RRSP Contribution Receipts — Commonly denoted RRSP Contribution Receipt at the Top Right of Document and distributed with 3 copies of the receipt.
Flow Through Contribution Receipts (T5013) — Generally from Terra Capital.
Interest Paid Receipts — Included with the December 31st Statement of all Investment Loans. Can be denoted as a Statement of your Loan, or Statement of Interest Charges.
Line of Credit for Investment Income — If you are using a Line of Credit for investment purposes, collect the December 31st statement of interest paid from your bank.

Child Related Receipts

Support Payments Paid/Received — Include all receipts for support payments.
Tuition Receipts — T2202As can be found on most University websites. Please sign the back if transferring.
Child Care Expenses — Include all receipts for Child Care, please note if you are a Single Parent.
Legal Fees — Include receipts for Legal fees relating to child support payments.

Other

Please notify us of any changes to your address, marital status, or if you had a child in this tax year.

Private Income Declaration

If you earned income privately (Real Estate, Small Business) you must complete an income/expense worksheet and declare the income. No receipts will be accepted and our supplied forms must be completed in proper form. The forms may be found on our website at rjmwealth.com under the Tools and Resources section.

Please ensure that all applicable items are emailed to admin@rjmwealth.com or couriered to our Mississauga office.