- Below is a general guideline of information we suggest you bring in when having your return prepared. If you have information in addition to what is listed here that you feel is important please bring that in as well. Click here to use the printable checklist for your convenience.
Has any of the following information changed?
- phone number
- address
- marital status
- new baby
Did you sell your principal residence?
- Purchase Year: ______ Sale Price: __________ (complete worksheet)
Do you have dependent children?
- New baby
- Childcare receipts
- Post secondary tuition (T2202 from school website)
Do you have employment income?
- T4 (Canadian employment)
- W2 (US employment)
- Business income (please complete business worksheet available here)
Do you have other income?
- Tips/gratuities
- Rental property (complete worksheet)
- Solar panel
Are you collecting any pension income?
- OAS
- CPP
- T4A
- T4RIF
- Social Security
- US and other foreign pensions
- Etc.
Did you purchase or withdraw from you RRSPs?
- RRSP contribution receipts/amounts
- T4RSP for withdrawals
Do you have investment income/collect interest?
- T3 for trust and dividend income
- T5 for interest and investment income
- T5008 or Realized gains/loss report from financial advisor or bank
- Interest and carrying charges paid to earn investment income
Do you have employment expenses?
- T2200 or TL2 from employer is required
- Complete worksheet from our website
Do you have education expenses?
- T2202 for tuition receipt (found on school account website under income tax)
- Student loan interest
Did you receive or make any spousal or child support payments?
- Include yearly totals
Do you pay rent or property taxes?
- Please include amounts for potential government benefit
Did you have medical expenses?
- Please include itemized list or organize receipts
Did you make charitable or political contributions?
- Please include itemized list or organize receipts