What We Need

1) In order to file your personal taxes effectively we need the following information:

All slips such as T4s, Investments –T5, T4(OAS), T4A(P), unemployment-T4E, RRSP contributions, Tuition-T2202.

2) Details of other income for which no slips have been received such as:

Other employment income(including stock option plans and Election Form T1212)
Business income
Partnership income
Rental income
Alimony, separation allowances, child maintenance
Pensions (certain pension income may now be split between spouses)
Interest income earned but not yet received – ex. Canada Savings Bonds, Deferred Annuities, Term Deposits, Treasury Bills, Mutual Funds, Strip Bonds, Compound Interest Bonds
Professional fees
Director fees
Scholarships, fellowships, bursaries
Replacement properties acquired

3) Details of other expenses such as:

Employment related expenses – Provide Form T2200 – Declaration of Conditions of Employment
Tools acquired by apprentice vehicle mechanics
Business and employment purchases like vehicles, supplies, etc.
Interest on money borrowed to purchase investments
Investment counsel fees
Moving expenses – including costs of maintaining a vacant former residence
Child care expenses
Alimony, separation allowances, child maintenance
Safety deposit box fees
Accounting fees
Pension plan contributions
Film and video production eligible for tax credit
Mining tax credit expenses
Business research and development
Medical Expenses (including Travel, Rx official receipts required)
Education expenses
Home renovation expenses
New home purchase
TL2- Claim for meals and lodging signed by your employer
T2200 – Conditions of employment signed by employer for cell phone, tools, etc.
Public Transit (Bus Pass)
Child Fitness receipts, Child Arts receipts
Interest on student loans
UCCB
Political contributions
Dates you left and came back to Canada, if applicable

If you have a disabled family member please let us know so you get all credits you’re entitled to.