Please review the checklist below and then scroll down to submit when you are ready.

Final Tax Checklist

Note:  Attach ALL income slips, and ONLY attach receipts if noted on the info sheet.  Otherwise, complete amounts and keep receipts for your records only.

 

  • New clients whom

  • we do not know personally, must submit a valid government-issued photo ID as proof of identity

  • Current email address, phone number and complete mailing address including postal code

  • Dependant information.  ie: Earned income, have a valid Disability tax credit with CRA, Date of Birth, post-secondary tuition info (if transferring tuition from the student, need T2202 signed by the student)

  • Have you sold a Home in the past year? Original purchase date, price, sold date, price, complete address

  • All T4 slips

  • Investment income slips – Such as T5, T3, T4RSP, T4RIF, T4PS, T5008

  • Pensions – Old Age Security T4A(OAS), Canada Pension T4AP, other pensions, and annuities T4A. 

  • Employment Insurance Benefits – T4E

  • CERB tax slip

  • Social Assistance / Workers Compensation Payments T5007, T5008

  • Childcare – with supporting receipts and SIN of the caregiver

  • Adoption costs

  • Tuition Receipts – T2202

  • RRSP Contributions Expenses on Information sheet:

  • Child or Spousal Support – with a copy of the agreement if not previously provided (template agreement available here

  • RRSP contribution slips

  • Rent / Property Tax receipts.  Templates available here

  • Professional Fees or Union Dues receipts (not included on T4)

  • Medical Expenses receipts (if more than 5, worksheet that we require is available here

  • Charitable Donations receipts (not included on T4) - With charity tax registration #

  • Interest on Student Loans receipts

  • Political Contributions receipts

  • Tool Expenses - Worksheet required is available here.  Instructional video is available here.  T2202 from employer required. 

  • Employment Expenses - Worksheet required is available here.  Instructional video is available here.  T2202 from employer required. 

  • Moving Expenses – only if moving for work.  Worksheet we require is available here.  Instructional video is available here. 

  • Carrying charges and interest expenses receipt (Safety Deposit Box or interest on investment loan)

  • Statement of Business Income and Expenses (Self-employed individuals only).  Worksheet required is available here.  Instructional video is available here.  

  • Statement of Real Estate Income and Expenses.  Worksheet required available here.  Instructional video available here.

  • Statement of Employment Expenses and Declaration of Conditions of Employment (T2200)

  • Disability Tax Credit Certificate (T2201)

 

DON'T FORGET TO ATTACH YOUR VOID CHQ OR PRE-AUTHORIZED DEBIT FORM SHOULD YOU WISH FOR YOUR REFUND TO BE DIRECT DEPOSIT FROM CRA.

All documents scanned and ready to upload?

The taxpayer must complete their own submission as their digital signature is required.

Click to upload when ready.

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