Personal Tax Checklist

Preparing a personal tax return is easier when the required information is organized before filing work begins. The ACCPAS Personal Tax Checklist helps individuals gather the common documents and details that may be needed for tax preparation, including income slips, deductions, credits, dependent information, and records that may require follow-up.

What’s Included in the Checklist

The ACCPAS Personal Tax Checklist help you gather and organize the key documents before your consultation.

Income Slips

T4, T4A, T4 and other income slips.

Investment Income

Interest, dividend and investment reporting.

Retirement Income

Pensions, RRFIs, CPP, and OAS.

Rental Properties

Income and expense tracking.

Self-Employment

Business income and expenses.

Life Changes

Moving, Property sales, new employment, or family changes.

Need Help with Your Tax Situation?

Book a Consultation

If your situation includes self-employment income, rental income, CRA correspondence, late filings, missing records, or uncertainty about what applies, our team can review your situation and recommend the right next step.