Personal Tax Preparation Toolkit

Employment wages Self-employment or freelance income Interest or dividends Investment sales Rental property income Retirement income Government benefits Foreign income Other income

Photo identification Prior-year tax return Employment income statement Self-employment income records Business expense records Bank interest statements Dividend statements Investment transaction statements Rental income and expense records Retirement income statements Benefit statements Foreign income records Mortgage interest statement Charitable donation receipts Education expense records Childcare expense records Health insurance documents Estimated tax payment records

Dependants Home ownership Charitable giving Education expenses Childcare costs Medical expenses Retirement contributions Home office Business vehicle or travel Major life event during the year