Following is a list of important documents that you will need to bring to your appointment.
Click Here to Print Pre-Appointment Checklist
Slips
- All T4 slips (Employment income)
- Employment insurance benefits (T4E)
- Interest, dividends, mutual funds (T3, T5, T5008 w/cost or book value)
- Tuition / education receipts (T2202A)
- Old Age Security and CPP benefits (T4A-OAS, T4AP)
- Other pensions and annuities (T4A)
- Social assistance payments (T5007)
- Workers’ compensation benefits (T5007)
- All other information slips
Receipts
- RRSP contribution slip
- Support for a child, spouse or common-law partner
- Professional or union dues
- Tool expenses (Tradespersons)
- Medical expenses
- Rent Receipts/Property Tax Receipt
- Charitable donations
- Political contributions
- Child care expenses
- Adoption expenses
- Moving expenses
- Interest paid on student loans
- Carrying charges and interest expenses
- Office – in-home expenses
- Exams for professional certification
Other documentation
- Notice of Assessment/Reassessment
- Canada Revenue Agency correspondence
- Details on Sale or deemed sale of stocks, bonds or real estate
- Details on the Sale of your principal residence
- Eligible Educator school supplies receipts
- Northern residents deductions
- Rental income and expense records
- Business, farm or fishing income/expenses
- Automobile / Travel logbook and expenses
- Disability Tax Credit Certificate
- Declaration of Conditions of Employment (T2200)
- Volunteer Firefighters certification