Danielle's SOS Bookkeeping Services | Danielle's SOS ...



lefttopDanielle’s SOS Bookkeeping Services Ltd11804 45 ST NW Edmonton AB T5W2T4587-754-2910 | Fax: 780-669-7622Admin@2019 Canadian Tax ChecklistOffice Hours 2019/2020 Season:February: Monday – Friday 9 am – 5 pmMarch 1st: + Saturdays 9 - 5 pmApril 1st: + Sundays 10 - 5 pmWe want to make sure you get every tax credit and deduction you’re entitled to.New Clients:Prior Year Tax ReturnNotice of AssessmentDirect Deposit InformationNotice of Assessment/ReassessmentCanada Revenue Agency correspondenceSlipsn T4 slips (Employment income)n Employment insurance benefits (T4E)n Interest, dividends, mutual funds (T3, T5, T5008)n Tuition / education receipts (T2202A)n Universal Child Care Benefit (RC62 – for returns from older than 2016)n Old Age Security and CPP benefits (T4A-OAS, T4AP)n Other pensions and annuities (T4A)n Social assistance payments (T5007)n Workers’ compensation benefits (T5007)n All other information slips*T4s get filed by the end of February*Investment slips are mailed out by end of MarchReceiptsn RRSP contribution receipts (March 2, 2019- March 1, 2020 slips) n Support/Alimony for a child, spouse or common-law partner (Child support if you paid it, Alimony if you receive it) n Professional or union duesn Tool expenses (Tradespersons & apprentice mechanics) with signed T2200 from employer “Conditions of Employment”Medical expenses (Paid out of pocket + Premiums paid to private health care plans)n Transit pass receipts – NO LONGER applicable for 2019n Charitable donationsn Political contributionsn Child care expensesn Adoption expensesn Children’s arts and sports programs – ONLY for children with disabilities as of 2019n Moving expenses (IF you are moving for a job offer – ask us if you have questions)n Interest paid on student loans – Federal & Provincial (You have to print them online they are not mailed to you)n Carrying charges and interest expenses on eligible investmentsn Exams for professional certification Other documentationn Sale or deemed sale of stocks, bonds or real estaten Northern residents deductions receipts (travel and proof of address)Self Employed Income/Expenses-Ask us for write off cheat sheet if you need-GST Paperwork (If applicable)n Rental income and expense receiptsn Business, farm or fishing income/expensesn Automobile / Travel logbook and expensesCertifications / Purchase or Sale of Assets / CustodyDisability Tax Credit CertificateFirst Home Purchase Documents (1st Time Home Buyers Amount)Volunteer Firefighters certificationSearch and Rescue volunteers certificationSale of principal residence:Purchase documentsSale DocumentsWas it your primary residence every yearWas it rented out (If so, how many years)Custody Arrangement documentation ................
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