To better serve you and make sure that your income tax return will be prepared correctly and without delay, we strongly recommend that you gather your slips, receipts and documents for the tax professional. 

Gather the receipts and information applicable to your situation in preparation for having your income tax return prepared:

SLIPS

  • T3, T4, T5, T4E, T4A, T4AP, T4RSP, T4RIF, etc.
  • Employment income (i.e. paycheque stubs)
  • Old Age Security and CPP benefits
  • Other pensions and annuities
  • Employment Insurance benefits
  • Social assistance payments
  • Workers' compensation benefits

 

RECEIPTS

  • Interest and dividends
  • Sale or deemed sale of stocks, bonds or real estate
  • Support for a child, spouse or common-law partner
  • RRSP contributions;
  • Professional fees or Union dues
  • Tool expenses (tradespersons)
  • Medical expenses
  • Tuition/Education amounts for qualifying students
  • Transit passes
  • Charitable donations
  • Political contributions
  • Child care expenses
  • Adoption expenses
  • Children's fitness programs
  • Moving expenses
  • Interest paid on student loans
  • Carrying charges and interest expenses
  • Automobile expenses
  • Travel expenses
  • Office-in-home expenses

 

OTHER DOCUMENTATION

  • Universal Child Care Benefit confirmation
  • Notice of Assessment
  • Canada Revenue Agency correspondence
  • Capital gains/losses records
  • Northern residents deductions
  • Rental income & expense records
  • Business, farm or fishing income & expense records
  • Disability Tax Credit Certificate (T2201)
  • Declaration of Conditions of Employment (T2200)
  • Automobile and Travel Logbooks
  • Other documents related to your unique tax situation 

 

Fill out this questionnaire or call 1.800.397.0115 today to speak with a Tax Professional.