Van Nostrand & Partners Professional Corporation

van Nostrand & Partner Professional Corporation

Chartered Professional Accountants ~ Licensed Public Accountant

144 Wellington St East, Aurora, ON L4G 1J1 Phone: 905-727-8046 Fax: 905-727-1445

2015 Income Tax Return ~ Required Documents Consider the following checklist to help make the 2015-16 tax season a smooth one: General Items  If you are a new client include a copy of last year’s return  Details of people you support and their medical status  2014 Notice of Assessment  Child care information – receipts needed (if camp, dates  Other years re-assessments (if any) must be listed; note whether camp is overnight)  Details of home buyer repayment provisions  Receipts for property taxes/rent paid and to whom  Details of personal changes such as births, marriage,  Moving expenses (ask us for a blank T1-M) separation, new address, telephone number, disabilities,  Political contribution receipts deaths, etc.  T2201 Disability Tax Credit claim form completed by  Receipt for the Universal Child Care Benefit doctor, first year of renewal (if you are claiming disability  Receipts for children’s participation in programs related to credits for yourself or a dependent) physical activity  Details of any investments that have specific tax  Receipts for Public Transit Passes consequences  T4A(P) Canada Pension Plan Benefits  Tax instalments paid in the year (receipts or Statement of  US Social Security Account required)  Pension Income – Foreign and Domestic  RRSP Homebuyer and education withdrawal information  T4 (employment); T4A (commissions and self-employed);  Legal fees T4E (employment insurance)  Employment expenses (with signed T2200 from employer)  T4OAS (old age security)  Total kilometres driven and/or vehicle driving log  T5 (investment income); T3 (income from trusts)  Details of purchase of tools for your job  T5007 (workers’ compensation/social assistance payments)  T5013 (partnership income) Rental Property  Documents re: purchase or sale of investments/real estate  Address and number of units (including details of shares donated to charity)  Purchase price of unit(s)  Brokers’ statements confirming the ACB of investments  Revenue and expenses for the year sold/interest expense/management fees  Partners’ names, addresses and SIN’s  T4RSP withdrawal slips  RRSP contribution slips  Medical, dental, nursing home and other private medical Business Income/Farming/Self-employed insurance receipts Income/Commission Expenses  Charitable donations  Revenue and expenses for the year  Tuition fees/education amount (T2202A)  Asset additions/asset disposals – details  Interest paid on student loan(s)  List of inventory  Professional dues/union dues  Do you have an office in your home? We need the details of  Details of any foreign income or holdings (T1135) what you paid – e.g., property taxes, mortgage interest,  Carrying charges/loan interest utilities, repairs and insurance  Professional consultants’ fees  Do you use your car to earn income? We need the details –  Spousal support income/payments amount spent on gas, repairs, insurance, parking, car washes,  Separation/Divorce – copy of Agreement and details leasing or original cost, the amount of business and personal mileage (Vehicle Driving Log)  Truckers (ask us for a blank TL2)

In order to reduce our administrative costs, an invoice for our fee will be provided with your tax return and is payable upon receipt. For your convenience we accept visa, master card, debit, cash, e-transfer or cheque.