Before your appointment, we want to make sure you have all slips and receipts in order to make sure your tax appointment is efficient and time-saving. Please make sure you go through the following checklist below to allow us to help you get every penny you deserve.
Handy Checklist:
SLIPS
- T4 Slips ( Employment Income)
- Employment Insurance benefits (T4E)
- Interest dividends, Mutual Funds( T3, T5, T5008)
- Tuition/Education receipts( T2202A)
- Old Age Security and CPP Benefits (T4A-OAS, T4AP)
- Other Pensions and Annuities
- Social Assistance Payments(T5007)
- worker’s Compensation Benefit(T5007)
- All other information slips
Northern Travel Box 32
- Please have all your receipts including all airfare, car rental, parking, hotel and gas receipts.
- Must have travel dates
- If claiming mileage, we need proof of trip.
RECEIPTS
- RRSP Contribution
- Support for a child, spouse or common-law partner
- Professional or Union Dues
- Tool expense ( Tradesperson & Apprentice Mechanics)
- Other employment expenses
- Teacher’s school supplies
- Medical expenses( DOCTORS NOTE & RECEIPTS)
- Home renovations ( Seniors and disable)
- Transit Pass receipts
- Charitable donation
- Political donation
- Child Care expenses
- Adoption Expenses
- Moving Expense
- Interest Paid on student loans
- Carrying charges and interest expense
- Office-in-home expenses
- Exams for professional certification
OTHER DOCUMENTATION
- Notice of Assesment/Reassessment
- Canada Revenue Agency correspondence
- Sale of principal residence
- Sale of deemed sale of stocks, bonds or real estate
- Northern resident deductions receipts
- Rental income and expense receipts
- Business, Farm or Fishing income/expenses
- Automobile/Travel logbook and expenses
- Disability Tax Credit Certificate
- Declaration of Conditions of Employment(T2200)
- Volunteer Firefighters certification
- Search and Rescue volunteers’ certification
- Written certification for eligible educator school supplies