报税确实是一件令人头疼的事情, 如果所要求材料准备不全, 即使有专业人员协助也会带来不必要的损失. 例如前面提到的住房储蓄计划(Ontario Home Ownership Savings Plan ), 如果不慎将该年度的存款收据遗失( T1C- OHOSP), 就会影响到当年的减税额, 因为CCRA 要求必须将该收据和报税表一起送交才为有效. 为了方便您准确报税, 特列出CHECK LIST 以供您报税时参考
1. statements: T4 ( statement of employment income), T4A( statement of scholarship/bursary, other income, pension), T4RSP ( statement of income from RRSP ), T4E ( statement of unemployment insurance benefits), T5 ( statement of interest and investment income ), T2200 ( statement of allowable expenses signed by your employer ), T5007 ( statement of benefits from WSIB and social assistance ), T5008 ( statement of securities transactions ), T5013 ( statement of partnership income ), T3 (capital gains ). T101, 102, 103 ( from exploration &development expenses ),
2. 收据: RRSP, tuition fees, prescription drugs, medical expenses, charitable donations, property tax paid, child care expenses, moving expenses ( if you moved more than 40KM), rent paid ( including name of landlord ), interest paid on loans for investments, business investment consultation fees, OHOSP (Ontario Home Ownership Savings Plan)
3. 费用: commissioned sales person expenses, information on any business investments losses
4. 个人情况: name, address, postal code, birth date, SIN number (包括配偶, 子女 和本人), copy of your last tax return, copy of your last “ Notice of Assessment “.