Needed Document

CHECK LIST FOR ANY SLIPS / INFO YOU MIGHT NEED
Employment income All copies of T4 slips, Relevé 1
Employment insurance Statement of employment insurance, T4E
Pension income Retirement pension T4A, Relevé 2Canada Pension T4AP, Relevé 2

Old Age Pension T4AOS

Retirement Slips T4RSP or T4RIF, Relevé 2

Worker Compensation Statement of benefits T5007, Relevé 5
Social Assistance (welfare) Statement of benefits T5007, Relevé 5
Investment income Statement T5, T3other documents provided by financial institution
Capital gain or loss All relevant information
Tuition or education amounts Tuition Certificate T2202AUnclaimed amounts from previous tax years can be claimed or amounts can be transferred from a dependant
Medical All medical expenses including prescriptions, glasses, dentist, etc..Medical expenses must be more than 3% of net income.
Child care expense Receipts from day care, child care provider indicated name, address, S.I.N./ Relevé 24
RRSP Receipt  from bank or investment company

 

CHECK LIST FOR ANY SLIPS / INFO YOU MIGHT NEED 
Union or professional dues Receipt from union for dues if not included on T4
Charitable Donations Receipt from charitable institution
Rental, property tax credit Ontario Resident:  rent receipt or property taxQuebec Resident:  relevé 4 or property and school tax
Moving expense Contact us
Business and rental income Contact us
 Disability support deduction Disability support receipts
Disability deduction for self form T2201 contact us
Adoption expenses Contact us
Support income / Deduction Contact us
Business Investment Loss Contact us
Universal child care benefit stat form RC62
Transit Passes receipt / amount for
Exploration & development exp Form T5013
Caregiver Deduction Contact us
Spouse / common law income You must provide us with your spouse/ common law net income
Notice of Assessment Previous year notice of assessment if available
Translate »