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2018 Personal Tax Return Checklist

Personal Tax Return deadlines are fast approaching – do you know what you need to file your  personal taxes? If not, no need to worry – Senathi & Associates Professional Corporation has put together a list of all the essentials you’ll need to make the greatest savings this year’s personal tax. Take a look below!


  • T3 – Allocations or distributions from trusts (including segregated funds, mutual funds, and exchange- traded funds)
  • T4 – Employment income
  • T4RSP – Registered Retirement Savings Plan (RRSP) income
  • T4RIF – Registered Retirement Income Fund income
  • T4A – Pension, retirement, annuity, and other income (including Registered Education Savings Plan payments and self-employed commissions)
  • T4A(OAS) – Old Age Security Pension Benefits
  • T4A(P) – Canada Pension Plan Benefits
  • T4E – Employment Insurance Benefits
  • T5 – Investment income (including distributions from corporate class mutual funds and interest received from bank accounts)
  • T5007 – Workers’ compensation / social assistance benefits
  • T5008 – Statement of Securities Transactions
  • T5013 – Partnership income
  • T101 – Resource expenses


  • RRSP contributions (up until March 1, 2019)
  • Investment expenses
  • Investment loan expenses
  • Moving expenses
  • Medical expenses
  • Charitable & political donations
  • Child care expenses
  • Adoption expenses
  • Child support and alimony payments
  • Tuition or examinations fees
  • Student loan interest
  • Professional and union dues
  • Car / travel logbook and expenses
  • Rent / property tax (in certain provinces)


  • Previous year’s tax return(s)
  • Previous year’s Notice of Assessment
  • Tax instalment payments
  • Any reassessments or other correspondence received from CRA


  • RRSP contributions
  • Moving expenses
  • Charitable donations
  • Tuition, education, and textbook amounts
  • Student loan interest
  • Capital losses

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