Alberta Personal Income Tax Checklist

EMPLOYMENT INCOME

• T4 - Employment
• T4PS - Profit Sharing Plan
• T4E - Unemployment Benefit
• T5007 - WCB Benefits
• T2200 - Conditions of Employment
• Employment Expenses*
• Union Dues

BUSINESS & PROPERTY INCOME/EXPENSES

• Business Income & Expenses*
• Farm Income & Expenses*
• Rental Income & Expenses*
• List of Assets Purchased & Sold**
• Date Started or Ceased Operations
• T5018 Income as Subcontractor
• GST Return (to be completed by Zenally)
• GST Return (completed by yourself)

PENSIONER(S)

• T4A (P) - Canada Pension Plan
• T4A (OAS) - Old Age Security
• T4A - Other Income and Pensions
• T4RIF - RRIF Income
• T5007 - Social Assistance

OTHER

• Child Care Expenses**
• T2202 Tuition Paid
• Statement of Student Loan Interest Paid
• Donation Receipts**
• Political Contribution Receipts**
• Medical Expenses**
• Moving Expenses**

INVESTMENT INCOME, EXPENSES & DEDUCTIONS

• T3 - Investments, Banks, Mutual Funds
• T5 - Dividends & Interest Income
• T4RSP - RRSP Income
• T5013 - Partnership Income
• T5008 - Sale of Securities
• Brokers Summary Statement of Activity
• Cost Base of any Securities Sold
• Income from Foreign Property
• RRSP Contributions
• RRSP Home Buyers Loan Repayment
• Interest on Investment Loans

ANY CHANGES IN THE YEAR

• Name, address or phone number
• Marital status or dependants
• Disability status

* Detailed schedule summarizing the income/expenses is required

** Receipts required