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个人最大化退税需要准备的材料清单


Slips (表单)
  • All T4 slips (Employment income) 去年你为之工作过的每一个公司、机构寄来的T4表(这些公司、机构最迟在2月底前一般都会寄给你T4表,如果没有收到,应该去询问)
  • Employment insurance benefits (T4E) 如果你去年领EI,会收到T4E表
  • Interest, dividends, mutual funds (T3, T5) 你有存款或资金户口的银行或其它投资机构寄来的T5表,T3表,上面有利息收入,股息所得
  • Tuition / education receipts (T2202A) 学费单
  • Universal Child Care Benefit (RC62)
  • Old Age Security and CPP benefits (T4A-OAS, T4AP)
  • Other pensions and annuities (T4A) n Social assistance payments (T5007)
  • Workers’ compensation benefits (T5007)
  • All other information slips
Receipts (收据)
  • RRSP contribution slip
  • Support for a child, spouse or common-law partner
  • Professional or union dues
  • Tool expenses (Tradespersons)
  • Medical expenses 本人及家人支付医疗费的收据(药费、牙科、配眼镜等正式收据,此费用必须超过净所得3%的部分才可扣抵),包括购买医疗保险的收据
  • Transit pass receipts 月票
  • Charitable donations 各类捐款(慈善捐款、政治捐款、教堂奉献)的收据(指有政府注册号码的正式收据)
  • Political contributions
  • Child care expenses 儿童照顾支出,支付托儿费用的收据,托儿机构(或个人)的名字,SIN卡号
  • Adoption expenses
  • Children’s arts and sports programs 儿童兴趣班支出
  • Moving expenses
  • Interest paid on student loans
  • Carrying charges and interest expenses
  • Office - in-home expenses
  • Exams for professional certification
Other documentation
  • Notice of Assessment/Reassessment
  • Canada Revenue Agency correspondence
  • Sale or deemed sale of stocks, bonds or real estate
  • Northern residents deductions
  • Rental income and expense records 如果出租房屋,有费用要申报,需要收集所有费用支出的收据(包括租金收入、地址,地税、保险、维修、贷款利息、管理费用等支出)
  • Business, farm or fishing income/expenses
  • Automobile / Travel logbook and expenses
  • Disability Tax Credit Certificate
  • Declaration of Conditions of Employment (T2200) 公司雇员除底薪外还有Commissions收入,要准备雇主签字的T2200表,汇总整理所有要申报的费用收据 * 自雇人士或者有生意收入者,要汇总整理所有收入及支出凭证
  • Volunteer Firefighters certification



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