025 Personal Tax Return Checklist – Ripjit Brar CPA Professional Corporation

Name *

Spouse’s Name (if applicable)

Email Address *

S.I.N *

Spouse’s S.I.N.

Date of Birth *

Day *

Month *

Year *

Spouse’s DOB

Day

Month

Year

Marital Status *

Street Address *

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Phone

Citizenship, if not Canadian

Dependents

Dependent’s Name *

Dependent’s S.I.N. *

Dependent’s DOB *

Please check only those questions that apply to you, and then assemble the information noted in
the right-hand column.

Are you a new client? *YesNoN/A

Previous Year’s tax return

Do you wish your name, address, and date of birth to be provided to Elections Canada? *YesNoN/A

Did you own a foreign property at any time in 2025 with a total cost of more than CAN$100,000? *YesNoN/A

Did you own an interest in a foreign affiliate at any time in 2025? *YesNoN/A

Did your marital status change in 2025? *YesNoN/A

Date of change *

Have you sold a principal residence in 2025? Penalties apply if not reported! *YesNoN/A

Provide details *

Previous Year’s Notice of Assessment(s) *YesNoN/A

All assessments and reassessments *

Employment Income, EI, CERB, CRB, CRSB, CRCB? *YesNoN/A

T4s and T4As, T4E *

Did you receive CPP or OAS Income?YesNoN/A

T4A (P) and T4A (OAS) *

Investment Income? *YesNoN/A

T3, T5 or T5013 *

Did you receive RRSP or RRIF Income? Home buyer Plan withdrawals? *YesNoN/A

T4RSP and T4RIF *

Did you receive or pay any spousal support? *YesNoN/A

Details of all amounts of both child and spousal support paid and received. *

Did you receive WSIB or social assistance payments? *YesNoN/A

T5007 *

Did you receive any income, Canadian or foreign for which you did not receive an information slip? *YesNoN/A

Please provide details *

RRSP Contributions? *YesNoN/A

RRSP Receipts *

Did you sell any unregistered securities? *YesNoN/A

Statement of Gains and Losses (usually provided by investment firm) *

Did you borrow money to invest? *YesNoN/A

Statement of interest paid *

Did you pay accounting or investment counsel fees? *YesNoN/A

Statement of fees paid *

Did you pay fees for collecting support or wage loss? *YesNoN/A

Provide details *

Did you pay professional or union dues? *YesNoN/A

Provide details/receipts *

Did you pay childcare expenses? *YesNoN/A

Specify name, address, and SIN of recipient unless a business. Provide amounts paid. *

If you are a teacher, did you incur expenses for eligible teaching supplies? Up to $1,000 qualifies. *YesNoN/A

Provide details/receipts *

Are you or any dependent disabled? *YesNoN/A

Provide details *

Did you spend $100 or more on tuition? Did your child or spouse have unused tuition and education amounts? *YesNoN/A

T2202 and details of child or spouse amounts if we are not filing their return. *

Student Loan interest? *YesNoN/A

Provide statement *

Medical expenses or attendant care expenses? *YesNoN/A

Medical expenses or attendant care expenses? *

Home Accessibility Tax Credit - Are you over 65, have a Disability Tax Credit OR support someone with a DTC and completed renovations to make your home safer or more accessible? (Up to $10,000 qualifies) *YesNoN/A

Provide receipts *

Does a member of your family require support due to a mental or physical infirmity? *YesNoN/A

Provide details *

Charitable or Political donations in 2025? *YesNoN/A

Provide receipts *

Property tax or rent paid? *YesNoN/A

Provide amount paid, address(es), landlord (if applicable) and number of months *

Were any income tax instalments paid? *YesNoN/A

Provide statement *

Did you move at least 40 km closer to your new employer? If student, did you move to attend school? *YesNoN/A

Details of moving costs *

Did you own a rental property? *YesNoN/A

Details of rental income and expenses *

Did you open a First Home Savings Account (FHSA) in 2025, or contribute to FHSA? *YesNoN/A

T4FHSA slip. *

Were you self-employed as a proprietor? *YesNoN/A

Details of income and expenses? HST returns to be filed, if applicable *

Are you a first-time homebuyer? *YesNoN/A

Details of purchase *

If you were self-employed - Did you improve ventilation or air quality at your place of business? *YesNoN/A

Details of ventilation expense *

*Do you qualify for the Multigenerational Home Renovation Tax Credit (MHRTC) that offers refunds for renovation costs to create secondary units within your dwelling for family members to reside with? *YesNoN/A

Details of Expenses. *

Are you eligible for the increased deduction for tools, specifically for tradespersons and apprentice mechanics, allowing up to $1,000 for eligible tools expenses? *YesNoN/A

Details of tools purchased. (Trades persons and apprentice mechanics) *

Did you make repayments in 2025 for federal, provincial, or territorial COVID-19 benefits? *YesNoN/A

Total of the repaid amount. *

Any other information