Personal Income Tax Checklist

| 1/17/2023

Whether you’ve been preparing your taxes for years or are new to filing taxes, Crowe MacKay’s personal income tax checklist is a great resource to ensure you provide everything your accountant needs to file your taxes — saving you time and preparation fees.

Items you will find in our checklist include:

  • family information (marital status, dependents, etc.),
  • tax documents (T4, T5, T101, etc.),
  • investments (non-registered accounts),
  • required receipts (charitable donations, RRSP contributions, etc.),
  • dues (union or professional),
  • foreign investments, and more.

Crowe MacKay's tax organizer also provides further details on a number of items including who is required to submit certain taxable papers and more.

Utilize our personal income tax checklist

Download or print our organizer to simplify your submission process this tax season.  

Download our Personal Income Tax Checklist

This article has been published for general information. You should always contact your trusted advisor for specific guidance pertaining to your individual tax needs. This publication is not a substitute for obtaining personalized advice.

If you are looking for Tax Services, Crowe MacKay provides personalized support. Our tax professionals will help you maximize tax-planning opportunities and ensure the minimum amount required by law is paid.

Let's Discuss!

Connect with a trusted Crowe MacKay advisor to discuss your specific situation by calling us toll-free at 1 (844) 522 7693, emailing [email protected], or by completing the form.
* Required