| Below are the tax slips that possibly relate to your situation. If applicable, please supply them to us.
Canadian Income Tax- Previous year's notice of assessment
- Note changes to personal status, such as marriage, separation, births, new address, telephone number, disabilities, deaths, etc.
- T4A(P) Canada Pension Plan Benefits
- Pension Income (T4A)
- T4 RIF
- T4 (employment)
- T4A (commisions and self-employed)
- T4E (employment insurance)
- T4OAS (old age security)
- T5 (investment income)
- T3 (income from trusts)
- T5007 (workers' compensation/social assistance payments)
- T5013 (partnership income)
- Documents re: sale of investments/real estate
- T4RSP (retirement savings plan income)
- RRSP contribution slips
- Medical receipts
- Charitable donations
- Tuition fees/education amount
- Interest paid on student loan(s)
- Professional dues/union dues
- Details on foreign property holdings (if any)
- Carrying charges/loan interest (Loans must be for income producing purposes)
- Professional consultants' fees
- Spousal support income/payments
- Separation agreement (if it is the first year)
- Dependent information (e.g., children, elderly parent, new spouse, etc.)
- Child care information
- Property taxes/rent paid and to whom
- Moving expenses
- Political contribution receipts
- T2201 Disability tax credit claim form completed by doctor, first year or renewal
- Tax shelter credits such as labour-sponsored venture capital investments
- Tax installments paid in the year (receipts required)
- RRSP Homebuyer and education withdrawal information
|