Items To Bring

Personal Tax Season

Items to Bring

Personal Tax ​Only

  • Rental Receipts
  • Property Tax Statements
  • Medical (expenses/ appointments) -Appointment confirmations -Pharmacy Prescription Statement
  • Donation Receipts -must have a Registered Charity Number
  • Childcare Reciepts -must include Name of Care Provider, SIN or Business Number of provider, Name of the child receiving care and the address of the provider
  • Political Contribution Receipts
  • Investment Statements/Receipts- -Showing Adjusted Cost Base
  • Professional or Union Dues
  • Tool Expense (apprentice mechanics, journeymen, etc.)
  • Interest paid on Government Student Loans
  • Moving Expenses -hotel/room rental, km’s travelled, meals receipts, House Sale/Purchase Receipts
  • Office In-Home Expense Receipts
  • Employment Slips (T4)
  • Tuition (T2202A) *slips must be printed off from school websites*
  • RRSP contributions (T4RSP)
  • Interest, Dividends and Mutual Funds (T3, T5, T5008)
  • Employment Insurance (T4E)
  • Old Age Security, CPP Benefits and other pensions and annuities (T4AOAS, T4AP, T4A)
  • Social Assistance Payments or Worker’s Compensation Benefits (T5007)

Persons with Business & Self Employed Earnings

  • Advertising
  • Business Taxes
  • Licenses, Memberships and Subscriptions
  • Delivery/Freight
  • Fuel Costs
  • Insurance (except Life Insurance)
  • Interest on Mortgage
  • Bank Charges
  • Meals and Entertainment
  • Motor Vehicle Expenses (i.e. Repairs not monthly payments)
  • Office Expenses (printers, printer ink, office supplies, etc.)
  • Professional Fees (Legal/Accounting)
  • Property Taxes
  • Rent (land or residential)
  • Repairs and Maintenance (House/Building)
  • Travel Expenses (please provide a log)
  • Utilities (Hydro, Water, etc)
  • Phone & Internet Expense
  • Any other expenses incurred that are related to your business.