Documents required to file an income tax PDF Print E-mail
Friday, 13 March 2009
This is a list of information and documents you should bring to your tax specialist.
  1. If you are a new client, please bring the copy of the most recent income tax return
  2. Most recent Notice of Assessment.
  3. Other year re-assessments (if any).
  4. Information about changes in your personal status, such as marriage, separation, birth
  5. T4A(P) – Canada Pension Plan Benefits
  6. US Social Security
  7. Pension Income information (pensions from the other countries)
  8. T4RIF
  9. T4 (employment).
  10. T4A (commissions and self-employed; scholarship, bursaries etc.)
  11. T4E (employment insurance)
  12. T4OAS (old age security)
  13. T5 (investment income)
  14. T3 (income from trusts)
  15. T5007 (worker’s compensation/social assistance payments/contractor’s payments)
  16. T5013 (partnership income)
  17. T4RSP (retirement savings plan income)
  18. Documents related to sale of investments/real estate
  19. RRSP contribution slips
  20. 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
  21. Charitable donation receipts
  22. T2202 from the college or university
  23. Amount of interest paid on the student’s loan
  24. T2200 Declaration of Conditions of Employment (if you have one)
  25. TL2 (truck divers)
  26. Professional dues/union dues
  27. Details of the foreign property holdings (if any)
  28. Carry charges/loan interest (loan must be for income producing purposes)
  29. Safety deposit box fees
  30. Professional investment consultant’s fees (if you have investments)
  31. Spousal support income/payments
  32. Separation agreement (if it is the first year)
  33. Dependant information (e.g. children; elderly parent; new spouse etc.)
  34. Form T2201 (if claiming disability for self or dependant)
  35. Disability tax credit claim form completed by doctor, first year or renewal
  36. Child care payments (name of the child care organization, if individual – full name and SIN#)
  37. Fitness receipts for the children below 17
  38. Property taxes/rent paid to whom and how much
  39. Moving expenses (if moved more then 40 km for new employment/or for studying in the college or university)
  40. Political contribution receipts
  41. Receipts for the use of public transportation
  42. Tax shelter credits such as labour-sponsored venture capital investments
  43. RRSP Homebuyer and education withdrawal information
  44. Tax instalments paid in the year
Last Updated ( Friday, 09 April 2010 )
 
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