In addition to the basic information such as marital status, address, DOB, SIN, the following is a list of documents we recommend you provide to us for tax filings. This ensures that you will get the most out of your tax return.
Slips
- T4 slips (Employment income)
- Employment insurance benefits (T4A or T4E)
- COVID-19 relief payments or repayments (T4A)
- Interest, dividends, mutual funds (T3, T5, T5008)
- T2202 Tuition and Enrollment Certificate
- Old Age Security and CPP benefits (T4A-OAS, T4AP)
- Other pensions and annuities (T4A)
- Social assistance payments (T5007)
- Workers’ compensation benefits (T5007)
- All other information slips
Receipts
- Transactions related to business expenses
- RRSP contribution receipts
- Support for a child, spouse or common-law partner
- Professional or union dues
- Tool expenses (Tradespersons & apprentice mechanics)
- Office-in-home expenses (if working at home)
- Other employment expenses
- Teacher’s school supplies
- Medical expenses
- Home renovations (seniors and disabled)
- Charitable donations
- Political contributions
- Child care expenses
- Adoption expenses
- Moving expenses
- Interest paid on student loans
- Carrying charges and interest expenses
- Exams for professional certification
- Digital news subscription
- Labour Mobility Deduction for Trades people
Other
- Bank statements from cards used for business (preferably in CVS format)
- Notice of Assessment/Reassessment
- Canada Revenue Agency correspondence
- Sale of principal residence
- Sale or deemed sale of stocks, bonds or real estate
- Information on stock holdings or secondary properties owned in or outside of Canada
- Northern residents deductions receipts
- Rental income and expense receipts
- Business, farm or fishing income/expenses
- Automobile/Travel logbook and expenses
- Disability Tax Credit Certificate
- Declaration of Conditions of Employment (T2200 or T2200S)
- Volunteer Firefighters certification
- Search and Rescue volunteers certification
- Written certification for eligible educator school supplies