Personal Tax Deductions Checklist
Use this checklist to prepare for tax filing by identifying common deductions you may be eligible for. Coming prepared helps ensure you don't miss anything.
How to Use This Checklist
Review each category and note anything that applies to your situation
Keep in mind that not all deductions apply to everyone
Remember that documentation is required to support any deductions you claim
Employment & Work-Related Expenses
Employment Expenses (T2200)
Required if your employer asks you to pay for supplies or equipment
Union dues and professional fees
Home Office Expenses (if applicable)
Only if you have a dedicated workspace for employment
Education & Students
Tuition credits
Education and textbook amounts (where applicable)
Student loan interest
Family & Dependents
Childcare expenses
Eligible dependant credits
Spousal amounts
Medical Expenses
Out-of-pocket medical costs
Prescription medications
Dental and vision care
Travel for medical treatment
Charitable Donations
Cash donations to registered charities
Carryforward of unused donations from prior years
Retirement & Savings
RRSP contributions
Pension adjustments
Eligible moving expenses (if applicable)
Frequently Missed Deductions
Medical expenses spread across multiple providers throughout the year
Childcare receipts from multiple providers or months
Employment expenses without realizing a T2200 is required
Carryforward credits from prior years that haven't been used
Keep Your Documentation
Receipts and records are essential. Keep copies of all invoices, receipts, and supporting documents for the deductions you claim. The CRA may request documentation to verify your deductions, especially for medical expenses, childcare, and charitable donations.
We recommend keeping records for at least 6 years.
Unsure which deductions apply to you?
This checklist is a starting point to help you come prepared. If you're unsure what applies to your situation or how to claim deductions correctly, speaking with a tax professional can help you avoid missed opportunities and ensure everything is accurate.