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Alberta Personal Income Tax Checklist

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Some personal tax items that may be applicable to you.

* Detailed schedule summarizing the income/expenses is required
** Receipts required

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