We provide the following list to assist you in gathering all of the necessary information to have your 2003 personal tax return prepared:

Self Employed? We have a more complete checklist. Click here.


Mary Kay Consultant? We have a more complete checklist. Click here.


The following slips must be filed with Revenue Canada:
* T4 slip from each employer during 2003
* T5 slip for all interest and dividends received in 2003
* Receipt for each charitable donation made in the year.
* Old Age Security receipt
* Receipt for each medical expense paid in the year
* T4A for any pension received in the year
* Receipt for all RRSP contributions made in year or by March 1, 2004
* Tuition receipts for any amount paid in the year
* T3 slips for any income from mutual fund investments
Receipts do not have to be sent for the following information but should be kept on file:
* Child care expenses
* Receipts for items claimed as home expenses such as mortgage interest, property taxes, light and heat
* Receipts for interest paid in the year on student loans
* Details on the purchase price and proceeds on any investments sold in the year
The following information is required if you are claiming employment expenses:
* T2200 from your employer, including business mileage and personal mileage if claiming vehicle expenses
* Totals for each expense which you are claiming such as gas, travel, office advertising etc.
* Meals and entertainment amounts

DEADLINES
* Taxpayers reporting business income on their personal return have until June 15 to file the return, however interest on any unpaid taxes will be charged starting on May 1
* Unless you are very sure that you do not owe taxes the return should be prepared by April 30, it can be filed at a later date , but the taxes should be calculated and paid if possible by April 30, 2004