Personal Information
- Your legal name, date of birth, address, SIN, email & phone number
- Your spouse or common-law partner’s name, date of birth, and SIN number
- Dependent children names and dates of birth
Tax Slips
- All T4 slips
- All other information slips (T3, T5, T4E, T4A, T4AP, T4RSP, T4RIF)
- Old Age Security and CPP benefits
- Other pensions and annuities Employment
- Insurance benefits
- Social assistance payments
- Workers’ compensation benefits Receipts
- Foreign Income Slips
- All other information slips
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
- Tuition/Education amounts for qualifying students
- Interest paid on student loans
- Medical expenses
- Transit passes
- Charitable donations & Political contributions
- Child care expenses
- Adoption expenses
- Children’s fitness programs
- Children art and music program
- Moving expenses
- Carrying charges and interest expenses
- Automobile expenses & Travel expenses
- Office-in-home expenses
Other Documents
- Prior Year Notice of Assessment/ Reassessment
- 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/Travel Logbooks
- Volunteer Firefighters certification
- Search and Rescue volunteers’ certification