Personal Tax

• Notice of Assessment/ Reassessment from previous year
• SIN number, date of birthday, phone number and address
• Marital status
• Citizenship status
• Employment income (T4, T4A)
• Invest income (T3, T5)
• Foreign income and assets
• EI (T4E)
• OAS (T4A)
• Spousal support (recipient)
• Social assistance (T5007) Etc.

• Business number
• Business income ( not including HST)
• HST
• Notice of Assessment / Reassessment from previous year
• Business expenses

• Advertising rental property
• Insurance
• Interest on money borrowed to buy or improve rental  property
• Interest paid to tenants on  rental deposits
• Some fees to get a  mortgage or loan to buy  or improve  rental property, such as mortgage  applications,  appraisals, processing, and insurance fees
• Mortgage guarantee  fees
• Mortgage brokerage and finder’s  fees
• Legal fees related to mortgage  financing
• Cost of office  supplies (pens, paper, etc.)
• Legal fees for preparing  leases or collecting overdue  rents
• Fees for bookkeeping  services, record audits and preparing financial statements
• Fees for income tax form preparation and advice
• Property management  fees
• Fees for property repairs
• Salaries, wages and benefits  for those  employed  to take care of rental property
• Property  taxes
• Cost of travelling to  rental property to manage  it
• Cost of utilities
• Cost of motor vehicles
• Lease cancellation  payments

• Expert advice (E.g., accounting &  legal fees)
• Advertising expenses
• Automobile expenses

•  Meals and entertainment expenses
• Bad  debts
• Bank charges
• Business taxes & business licenses
• Collection agency fees
• Conference and convention fees
• Interest expenses (on money borrowed to run business)
• Insurance expenses (for buildings, machinery or  equipment)
• Internet service fees (business use)
• Membership dues (for business-related  organizations)
• Office rent expenses
• Office supplies expenses
• Postage& courier expenses
• Private health service plan premiums
• Promotion expenses
• Property  taxes
• Repair& maintenance  expenses
• Salaries of employees , including salaries of  family members
• Telephone /  telecommunications  expenses
• Travel expenses
• Utilities

• Rent
• Mortgage interest
• Insurance
• Utilities (heating, electricity, etc)
• Property taxes
• Repair and maintenance

• Total rental income
• Percentage rental
• Expense for rental  property

• Mortgage interest
• Property tax
• Rental  expense
• Child care and dependent care expenses
• Tuition and education expenses
• Licensing examination fees​
• Student loan interest
• Medical expenses
• Health savings accounts
• Eligible moving expenses
• Charitable Donations
• Registered or employer funded retirement plan deductions
• Retirement Savings Plans
• Union and professional dues
• Employment expenses
• Exploration and research
• Spousal support (payer)
• Disability supports deduction
• Carrying charges and interest expenses
• Business investment loss
• Non capital losses of other years
• Net capital losses of other years
• Capital gains deduction
• Adoption expenses

• Mortgage or loan  payments
• Land  transfer taxes paid  when bought rental property
• Tax  penalties
• The  value of owner’ labour

• Fuel  (gasoline,  propane and oil)
• Maintenance and repairs
• Insurance
• Licence and registration fees
• Capital cost  allowance
• Eligible interest paid on a loan used to buy the motor vehicle
• Eligible leasing costs