Required Documents

Bring your documents once and avoid delays during tax filing.

  • Home
  • Required Documents
Before Coming In

General Checklist

Bring what applies to your situation. If unsure, bring it anyway and we will confirm what is needed.

Need a more personalized checklist? Click here.

Identity & Personal Info

  • Government photo ID
  • SIN details for you and dependants
  • Current address and marital status updates
  • Last year Notice of Assessment (if available)

Income Slips

  • T4, T4A, T5, T3, T4E, and pension slips
  • Self-employment or contract income records
  • Rental income and expense summary
  • Foreign income documents (if applicable)

Deductions & Credits

  • RRSP contribution receipts
  • Childcare expense receipts
  • Tuition forms (T2202) and student loan interest
  • Medical, donations, and union/professional dues

Other Important Records

  • Property sale or purchase statements
  • Investment trade summaries and crypto records
  • Work-from-home details (if employer-approved)

Build Your Personalized Checklist

Select the options below and we will suggest what to bring.

What You Should Bring

Recommendations update instantly based on your answers:

Dynamic checklist
  • Government-issued photo ID
  • SIN details (you, spouse, and dependants)
  • All available tax slips (T4, T4A, T5, T3, etc.)
  • Last year Notice of Assessment (if available)
  • RRSP receipts
  • Medical receipts
  • Donation receipts

Tip: Keep digital copies on your phone/email in case a paper copy is missing.