➤ S.I.N. (Social Insurance Number)
➤ T4, T4A, T5, T3… (all taxable slips)
➤ Name, address and Date of Birth (the same for the family if it applies)
➤ Medical expenses: Dentist, medical exams, pharmacy receipts (only prescriptions)
➤ Donations receipts
➤ Union receipts
➤ RRSP receipts
➤ Rent receipts (with landlord’s name, amount paid and how many months lived in the address for the year) or
➤ Property Tax paid for the year
➤ Home Buyer’s Plan – Withdrawal Amount and date and Repayment Annual Amount
➤ If bought a house and is a First Time Buyer: please provide complete address and date of purchase
➤ If sold a house: Date sold, Amount sold, Year of purchase, Amount paid on acquisition and if it was your Principal Residence or not
➤ List of Properties/Investments outside Canada if more than $100K in total
➤ School/Courses/Tuition Fees receipts if each receipt is over $100
➤ Child Care expenses
➤ Disability Amount Credit. If yes, please provide First Year and Last Year of eligibility
➤ Interest earned on investments and Interest paid for investments loans in the year
➤ If you moved to Canada in the year of the tax return you’re filing please provide the date of entry and total income made until the date you moved to Canada
➤ If you moved to/from a Province in Canada in the year of the tax return you’re filing please provide the moving date.
➤ Business Registration (if there’s one)
➤ S.I.N. (Social Insurance Number)
➤ Addresses, business and personal
➤ Date of Birth (the same for the family if it applies)
➤ Income: total with or without GST/HST (Bank Statements), T4A, T5018 slip
➤ Purchases: materials/supplies and tools
➤ Expenses:
⎈ car repairs, gas, insurance, plates renewal, parking, 407 ETR, lease payments, advertising, telephone, promotions, donations, wages employees/helpers/subcontractors, meals & entertainment, business fees/licences, delivery/freight and express, office expenses, legal and accounting, rentals and all expeses that are related to the business
⎈ Plus personal expenses:
➤ Medical expenses (Dentist, medical exams, pharmacy receipts (only prescriptions)
➤ Donations receipts
➤ Union receipts
➤ RRSP receipts
➤ Rent receipts (with landlord’s name, amount paid and how many months lived in the address for the year) or
➤ Property Tax paid for the year
➤ Home Buyer’s Plan – Withdrawal Amount and date and Repayment Annual Amount
➤ If bought a house and is a First Time Buyer: complete address and date of purchase
➤ If sold a house: Date sold, Amount sold, Year of purchase, Amount paid on acquisition and if it was your Principal Residence or not
➤ List of Properties/Investments outside Canada if more than $100K in total
➤ School/Courses/Tuition Fees receipts if each receipt is over $100
➤ Child Care expenses
➤ Disability Amount Credit. If yes, please provide First Year and Last Year of eligibility
➤ Interest earned on investments and Interest paid for investments loans in the year
➤ If you moved to Canada in the year of the tax return you’re filing please provide the date of entry and total income made until the date you moved to Canada
➤ If you moved to/from a Province in Canada in the year of the tax return you’re filing please provide the moving date
➤ S.I.N. (Social Insurance Number)
➤ Addresses, business and personal
➤ Date of Birth (the same for the family if it applies)
➤ Rental Income: total with or without GST/HST
➤ Expenses:
⎈ All expenses with property rented (Mortgage Interest, Property Tax, Insurance, Hydro, Heat, Water, Cable TV, travel expenses, office expenses, repairs, equipment purchases and renovations expenses)
⎈ Plus personal expenses:
➤ Medical expenses (Dentist, medical exams, pharmacy receipts (only prescriptions)
➤ Donations receipts
➤ Union receipts
➤ RRSP receipts
➤ Rent receipts (with landlord’s name, amount paid and how many months lived in the address for the year) or
➤ Property Tax paid for the year
➤ Home Buyer’s Plan – Withdrawal Amount and date and Repayment Annual Amount
➤ If bought a house and is a First Time Buyer: please provide complete address and date of purchase
➤ If sold a house: Date sold, Amount sold, Year of purchase, Amount paid on acquisition and if it was your Principal Residence or not
➤ List of Properties/Investments outside Canada if more than $100K in total
➤ School/Courses/Tuition Fees receipts if each receipt is over $100
➤ Child Care expenses
➤ Disability Amount Credit. If yes, please provide First Year and Last Year of eligibility
➤ Interest earned on investments and Interest paid for investments loans in the year
➤ If you moved to Canada in the year of the tax return you’re filing please provide the date of entry and total income made until the date you moved to Canada
➤ If you moved to/from a Province in Canada in the year of the tax return you’re filing please provide the moving date.