Buttar
& Associates Inc. Personal Tax Organizer Checklist
o
Names,
Birth-dates, and Social Insurance Number
o
Self
o
Spouse
o
Dependants
o
Current
Phone Number and Address
o
Martial
Status
o
Union
& Professional Dues
o
Charitable
Donations
o
Medical
Expenses
o
Child
Care
o
Property
Taxes or Rent
o
Moving
Expenses
o
Safety
Deposit Box
o
Tuition
Receipts
o
Travel
Expenses
o
Disability
Support Deductions
o
Public
Transit Passes
o
Adoption
Expenses
o
Carry-forwards
from the previous year.
All Rights Reserved, Buttar & Associates, 2005