Яндекс.Метрика

General items list FOR NEW CLIENTS

  • The copy of previous year income tax return.
  • Previous Year Notice of Assessment.
  • Other year re-assessments (if any). * Note changes your personal status, such as marriage, separation, birth.
  • T4A(P) – Canada Pension Plan Benefits
  • US Social Security.
  • Pension Income information (pensions from the other countries).
  • T4RIF
  • T4 (employment).
  • T4A (commissions and self-employed; scholarship, bursaries etc.).
  • T4E (employment insurance).
  • T4OAS (old age security).
  • T5 (investment income); T3 (income from trusts).
  • T5007 (worker’s compensation/social assistance payments/contractor’s payments).
  • T5013 (partnership income).
  • T4RSP (retirement savings plan income).
  • Documents related to sale of investments/real estate.
  • RRSP contribution slips.
  • Medical receipts (medical expenses not covered by OHIP; prescription drugs not covered by extended health benefits). Amount of the annual payments towards to group medical benefits.
  • Charitable donation receipts.
  • T2202 from the college or university .
  • Amount of interest paid on the student’s loan.
  • T2200 Declaration of Conditions of Employment (if you have one).
  • TL2 (truck divers).
  • Professional dues/union dues.
  • Details of the foreign property holdings( if any).
  • Carry charges/loan interest (loan must be for income producing purposes).
  • Safety deposit box fees.
  • Professional investment consultant’s fees (if you have investments).
  • Spousal support income/payments.
  • Separation agreement ( if it is the first year).
  • Dependant information (e.g. children; elderly parent; new spouse etc.).
  • Form T2201 (if claiming disability for self or dependant). Disability tax credit claim form completed by doctor, first year or renewal.
  • Child care payments (name of the child care organization, if individual – full name and SIN#).
  • Fitness receipts for the children below 17.
  • Property taxes/rent paid to whom and how much.
  • Moving expenses (if moved more then 40 km for new employment/or for studying in the college or university)
  • Political contribution receipts.
  • Receipts for the use of public transportation.
  • Tax shelter credits such as labour-sponsored venture capital investments.
  • RRSP Homebuyer and education withdrawal information.
  • Tax instalments paid in the year.