Here is a list of all the things we require from you to ensure we prepare your tax return accurately and completely, and to ensure we take advantage of all Tax Credits and Programs to help reduce your tax burden.

Be prepared!

To print this list download our PDF version or our Word version and check off items as you assemble your information.

Tax Information Slips

  • T4 Slips (Employment Income, may be multiple)
  • Social Assistance Payments (T5007)
  • Investment Income (T3’s, T5’s)
  • Workers’ Compensation Benefits (T5007)
  • OAS and CPP Benefits (T4A-OAS, T4AP)
  • Tuition and Education slips (T2202A)
  • Other Pension and Annuities (T4A)
  • Employment Insurance Benefits (T4E)
  • Other

Income Tax Receipts

  • RRSP Contribution receipts/slips
  • Interest on Student Loans
  • Charitable Donations receipts
  • Political Contributions receipts
  • Moving expenses
  • Spousal and Child Support
  • Professional or Union Dues receipts
  • Child Care expenses
  • Tradesperson Tool expense receipts
  • Exams for professional certification
  • Adoption expenses
  • Carrying charges and interest expenses
  • Medical expenses

Business and Rental Property

  • Business Income and Expenses (see notes)
  • Rental property income and expenses (see notes)
  • Automobile km logbook (breakdown of personal vs business) and Automobile expenses (see notes)
  • Office-in-home expenses and office sq ftge vs total home sq ftge (see notes)

Employment Expenses

  • Automobile km logbook (breakdown of personal vs business) and Automobile expenses (see notes)
  • Office-in-home expenses and office sq ftge vs total home sq ftge (see notes)
  • Declaration of Conditions of Employments (T2200)

General/Other Documentation

  • If you sold a home/property that was your principle residence provide the Sale Documentation
  • Notice of Assessment/Reassessment from last filing year
  • Disability Tax Credit certificate
  • Correspondence from Canada Revenue Agency
  • Sale/Deemed Sale of stocks, bonds, property
  • Copy of your tax return from last filing year
  • Any other relevant slips/receipts

NOTES:
Business/Rental Property Income and Expenses, Automobile and Office-in-home expenses: if you provide the
expense totals in summary there are no additional charges other than our basic Personal/Business/Rental
Property Income Tax preparation fees. However, if you prefer to simply provide the receipts to us, we can
compile the totals for you (additional charges may apply, although we will gladly provide this additional
service).


Please submit this checklist along with the rest of your tax information to help us ensure we have everything
we need to get things done quickly and accurately. Thank you.