$10 OFF for first time clients/referrals
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$10 OFF for first time clients/referrals ⋆
Tax Document Checklist
Use this handy list to ensure you have all the needed documents to maximize your refund
Individuals with zero income still could file and gets the benefits
Tax Slips:
T3 - Mutual funds
T4 - Employment income
T4A - Certain scholarships
T4A - Other pensions and annuities
T4E - EI Benefits
T4A-OAS - Old Age Security benefits
T4AP - CPP benefits
T4-RSP - RRSP income
T4-RIF - RIF income
T5 - Investment income for interest, dividends, and certain capital gains
T5007 - Worker’s compensation benefits
T5007 - Social assistance payment
T2200 - Conditions of employment/allowable employment expenses
T2202A - Tuition fees
RC62 - Universal Child Care Benefits
Receipts:
Adoption expenses.
Attendant expenses for a disabled person.
Carrying charges.
Charitable donation receipts.
Child care expenses.
Child support/alimony payments or receipts.
Children’s fitness and arts receipts.
Exams for professional certification.
Interest paid on your student loans.
Medical expenses.
Moving expenses.
Other interest expenses.
Political donation receipts.
Receipts for your rent/property tax.
RRSP contribution slips.
Tool expenses for tradespersons.
Transit pass receipts.
Work-space-in-home expenses.
Other Documents/Information:
Amounts paid in tax installments.
Banking information for direct deposit.
Capital gains and losses information for stocks, bonds, real-estate, etc.
Commissioned employee expenses.
Disability tax credit certificate.
Legal expenses to collect alimony, pension or retiring allowances.
Notice of Assessment or Reassessment.
Other carry-forwards amounts such as tuition, RRSP, etc.
Other CRA correspondence.
Prior year tax return for new clients.
Rental income and expenses.
Small business income and expenses.
Vehicle logbook for self-employed people and commissioned employees.
Volunteer firefighter’s certificate.
Any questions?