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Income Slips
- T4 — employment income
- T4A — pension, retirement, annuity or other income
- T4E — Employment Insurance benefits
- T4A(OAS) and T4A(P) — Old Age Security and CPP
- T5 — investment income (interest, dividends)
- T3 — trust income
- T5008 — securities sold or redeemed
- Rental income and expenses
- Self-employment or business income and expenses
Deductions & Credits
- RRSP and FHSA contribution receipts
- Charitable donation receipts (cash and non-cash)
- Medical expense receipts
- Childcare receipts
- Tuition receipts (T2202) and student loan interest
- Moving expenses (for work)
- Union or professional dues
- Home office expenses, if applicable
Investments & Property
- Investment statements and transaction history
- Investment management or advisory fees
- Capital gains or losses — purchase and sale details
- Foreign property over $100,000 (needed for form T1135)
Life & Personal Changes
- Prior year Notice of Assessment
- Marital status changes
- New dependants or changes in custody
- Address changes
- Disability Tax Credit approval, if applicable
Business & Corporate (if applicable)
- Bookkeeping records or accounting statements
- Bookkeeping software export (QuickBooks, Xero or similar)
- Tax instalment payment history
- T4 and T5 slips issued to employees or shareholders
- GST/HST filing information and remittances
- Corporate documents (articles of incorporation, annual return, share structure)
Please bring the above and all other relevant tax information. When in doubt, bring it along.
