What to bring

For Personal Returns:

  • Your contact information:  name, address, phone numbers and email addresses
  • Your marital status and names and birthdates of your spouse and any dependants
  • Your Social Insurance Numbers (self/spouse/dependants if applicable)
  • All income slips T-4’s, OAS, CPP, T5, T3, etc
  • Foreign income including foreign pensions, foreign employment and interest from foreign accounts
  • Home Buyers Plan repayment schedule (if applicable)
  • Life Long Learning Plan repayment schedule (if applicable)
  • RRSP receipts
  • Spousal support payments either paid or received
  • Employment expenses totalled accompanied by Declaration of conditions of Employment (T2200) signed by employer (mileage log required for vehicle expenses)
  • TL2 signed by employer if claiming Transport Employment Meal Allowance
  • Moving expenses if over 40 kms closer to new employment
  • Education and Textbook tax credits – provide Tuition T2202A + students net income – students can download from student web-site) if tuition is to be transferred – student to sign page 2 of form for transfer ALSO require students net income
  • Medical receipts ~ Please note, your medical expenses must exceed 3 % of income to be a deductible expense. A year end total may be obtained from pharmacy / dental / chiropractor etc to assist in tallying of receipts
  • Charitable donations (you may accumulate for 5 years)
  • Property taxes or rent paid for current year to determine entitlement to provincial benefits
  • A cheque or Direct Deposit bank information form to set up direct deposit or to re-direct your existing deposit into a different account
  • Returns for deceased clients must be accompanied by a Death Certificate & a copy of will
  • Notice of Assessment from Canada Revenue Agency for most recent income tax return filed (for new clients only)
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