Resources

Income Tax and Deduction Checklist NOTE: Free E-file
  • ABC Tax Info sheet: please fill up and send
  • Employment – T4, T4A
  • Grants / Scholarships – T4A
  • Pensions: CPP, T4A Canada plus foreign pensions
  • Old Age Security – T4AOAS
  • Rental Income, Expenses & Assets plus co-owners name and SIN
  • Self-employment Income & Expenses plus Home Office expenses
  • Employment Insurance – T4E
  • RIF Withdrawal – T4RIF
  • WSIB/Social Assistance – T5007
  • RRSP Withdrawal /HBP– T4RSP or HBP
  • Investment Slips: T5, T3, T5008
  • RRSP Contributions :March – December, First 60 days: January to March 1)
  • Home Accessibility Expenses
  • Disability Tax Credit, T2201 Approved by CRA
  • Medical Expenses, get summary from pharmacist

  • Sale of Principal Residence/Investment Property. Needs lawyers closing statement

  • Legal fees to dispute to collect wages, or increase or decrease spousal support

  • Professional Dues: Nurses, Teachers, Tradespeople, CPAs, etc

  • Child Care Expenses, caregiver’s SIN or receipt

  • Spousal Support (Provide Details and Agreement/court order)

  • Employment Expenses signed T2200, expenses including Home Office expenses

  • Tuition Tax Credit T2202, get from school website

  • Tuition Int’l TLIIA (proof paid in other currency)

  • Caregiver Amount (Dependent’s SIN# & Net Income)

  • Charitable & Political Donations, with receipts

  • Home Accessibility Expenses (Seniors & DTC)

  • Interest on Student Loans

  • Medical Expenses: get yearly summary from pharmacist

  • Ontario Trillium Benefit: Property Taxes/ Rent Receipt or lease agreement

  • Teaching Supplies Expense

  • Notice of Assessment (NOA)

*Please bring or email aLL documents at one time. Additional fees apply when more than one meeting or after we have done your taxes is required to complete your tax return.
Did you sell your principal residence or rental home?

Let us know if you have sold your principal residence. The CRA will only allow the principal residence exemption if you report the sale and designation of principal residence in your income tax return. If you forget, you can amend your return, but a penalty may apply.

NOTE: Principal residence or rental homes bought and sold less than 12 months, wil not be considered as principal residence or rental investment, therefore the net income is 100% taxable

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