1. All 'T' slips (T4s, T5s, etc.)

2. Details of other income for which no T slips have been received:

other employment income,
RC62 (Universal Child Care benefit),
business income and expenses,
partnership income,
rental income: gross income, all operating costs (including utilities, property tax, insurance, mortgage interest) cost of building and land, and furniture.
spousal support received.

3. Details of other expenses such as:

employment related expenses - Provide Form T2200; Declaration of Conditions of Employment,
business and employment purchases like vehicles, supplies, etc.
eligible home office expenses (i.e. mortgage interest, insurance, property tax, utilities, sq ft of office space/sq ft of home),
interest on money borrowed to purchase investments,
investment counsel fees,
moving expenses (i.e. if you moved 40 km or more closer to your new place of work),
child care expenses (if spouse with lower net income, has earned income),
spousal support paid,
safety deposit box fees,
union dues,
professional memberships.

4. Details for (keep receipts on hand):

Home Renovation Tax Credit: up to $10,000 in eligible expenses from Jan 27, 2009 to Feb 1 2010.
Registered Retirement Savings Plan contributions (note: since 2005, there are no limits to eligible foreign content ),
professional dues, tuition fees - including mandatory ancillary fees, and Form T2202, TL11A and TL11d,
charitable donations (including publicly traded securities),
medical expenses (including medical related modifications to new or existing home and travel expenses),
political contributions,
monthly bus passes,
child fitness credit, up to $500 for ages 16 and under.

5. Details of any investments (stocks, property, etc.) sold in 2009. We will also need the cost of those investments and the year they were purchased.

6. Marital/common-law status and spouse's income, SIN and birth date (if status changed in 2009, please provide date of change).

7. List of dependents - including their incomes and birth-dates

8. If you or one of your dependents was in full time attendance at a college or university , details concerning name of institution, number of months in attendance, tuition fees, and income of dependent, Form T2202.

9. Are you disabled or are any of your dependents disabled? Provide Form T2201- disability tax credit certificate.

10. Details regarding residence in a prescribed area, which qualifies for the Isolated Area Deduction?

11. Information regarding child tax credit receipts

12. Details regarding RRSP - Home Buyers' Plan withdrawals and repayments; RRSP - Lifelong Learning Plan repayment.

13. Receipts for 2009 income tax installments or payments of tax.

14. 2009 Personal Tax information, which CRA may have sent you.

15. Do you want your tax refund or credit deposited directly to your account in a financial institution? Yes/No.

To start direct deposit, or to change banking information, attach a void personalized cheque or your branch, institution and account number.

16. Details of carry forwards from previous years including losses, donations, forward averaging amounts, registered retirement savings plans.

17. Details of foreign property owned at any time in 2009 including cash, stocks, trusts, partnerships, real estate, tangible and intangible property, contingent interests, convertible property, etc.

18. Details of your Pension Adjustment Reversal if you have ceased employment and were in a Registered Pension Plan or a Deferred Profit sharing Plan (T10 slip).

19. If you provided in-home care for a parent or grandparent (including in-laws) 65 years of age or older, or an infirm dependant relative , a federal tax credit may be available.

Also, the caregiver may claim related training costs as a medical expense credit.

20. Individuals carrying on a business may deduct amounts paid for Private Health Service Plan coverage.

21. Alternative Minimum Tax paid since 1994 on RRSP contributions may be refunded.

22. Interest paid on qualifying student loans is eligible for a tax credit.