加拿大个人报税准备材料清单

1.基本个人信息:

  •  申报人个人信息(姓名,地址,工卡号, 出生年月日,婚姻状态)。
  •  受养者信息(工卡, 出生年月日 )。

2.T-Slips

  •  T4 Employment Income  (工薪收入)
  •  T4A Pension, Retirement, Annuity, and Other Income  (退休金,年金,其他收入)
  •  T4E Employment Insurance and Other Benefits  (失业保险以及其他福利)
  •  T3 & T5 Investment Income  (投资收入)
  •  T2202 Education & Textbook Amount  (教育以及书费)
  •  T5007 Benefits Payment  (福利金)

3.Tax Credit Receipts

  • RRSP Receipts (RRSP 收据)
  • Childcare Expense (托儿费用)
  • Support Payment (抚养费用)
  • Union Due (工会会费)
  • Professional Membership Dues (专业协会会费)
  • Medical Expense (医疗费用)
  • Transit Passes  (公共交通费用)
  • Donation Receipts (捐款收据)
  • Children’s Art and Fitness  (儿童艺术及健身费用)
  • Moving Expense (搬家费用)
  • Rental Receipts   (出租收据)
  • Expense for Training  (培训费用)
  • Capital Gain/Loss   (资本收益、亏损)
  • Student Loan Interest  (学生贷款利息)
  • First Time Home Buyer  (首次购房)
  • HBP Plan  (RRSP 的购房计划)
  • Property Tax  (地税)
  • Employment Expense  (雇员费用)

4.Rental and Self-employee Income

  • Income and expense record for Real Estate Rentals  (出租收支明细)
  • Income and expense record for  Business or Professional Activities   (自雇收支明细)

5.  Other Documents

  • Prior Year Notice of Assessment  (之前的NOA)
  • Foreign Property  (海外资产)
  • Foreign Income      (海外收入)
  • T2200 Declaration of Conditions of Employment  
  • T2201 Disability Tax Credit Certificate