Tax season in Canada can feel overwhelming, especially when you’re trying to track down receipts, slips, and documents at the last minute. Missing just one tax slip could delay your return or cause you to miss valuable tax credits.
To make filing easier, we’ve created a 2025 Personal Income Tax Checklist for Ontario taxpayers so you can gather everything your accountant needs before tax season.
You can download the checklist and stay organized while maximizing your deductions and credits.
Why You Should Use a Tax Checklist
Every year the CRA requires taxpayers to report all income and claim eligible deductions. Many people forget important slips or credits, including:
childcare expenses
medical expenses
tuition credits
RRSP contributions
A simple checklist helps ensure nothing gets missed.
2025 Personal Income Tax Checklist (Ontario)
Here are the most common documents your accountant may need.
1. Personal Information
Prepare the following details:
SIN (Social Insurance Number)
Date of birth
Current address
Marital status
Direct deposit banking information
Notice of Assessment from last year (if available)
2. Income Slips
Gather all CRA income slips such as:
Employment & Benefits
T4 – Employment Income
T4A – Other income
T4E – Employment Insurance
T4A(P) – CPP benefits
T4A(OAS) – Old Age Security
Investment Income
T3 – Trust income
T5 – Investment income
T5008 – Securities transactions
Other Income
Rental income records
Self-employment income
Foreign income
Pension income (T4A)
3. RRSP Contributions
Bring:
RRSP contribution slips
Spousal RRSP contributions
Unused RRSP contribution room (from Notice of Assessment)
RRSP contributions may reduce your taxable income.
4. Common Tax Deductions
You may be able to claim:
Childcare expenses
Union or professional dues
Moving expenses (if eligible)
Self-employment expenses
Carrying charges & interest expenses
Keep receipts and documentation.
5. Tax Credits
These credits can reduce the taxes you owe:
Medical expenses
Charitable donations
Tuition slips (T2202)
Disability tax credit
Canada caregiver credit
Home accessibility expenses
6. Homeowners & Renters
Bring:
Homeowners
Property tax statement
Rental property income and expenses
Renters (Ontario)
Rent receipts for the Ontario Trillium Benefit
7. Students
Students should bring:
T2202 – Tuition and enrollment certificate
Student loan interest statements
Scholarship or bursary income
To make this easier, we’ve created a simple downloadable checklist you can complete before sending your documents to your accountant.
This checklist helps you:
✔ gather all required tax slips
✔ avoid missing deductions
✔ speed up tax preparation
Download the 2025 Personal Income Tax Checklist. Make sure to save this checklist for easy reference as you prepare your tax documents.
