Free checklist
Tax-season document checklist
Gather what applies to you before your appointment. Not sure whether something applies? Bring it anyway.
Everyone
- Last year's Notice of Assessment
- Any CRA letters received this year
- Date of birth and SIN for you, your spouse and dependants
- Direct deposit details, if not already set up with the CRA
Income slips
- T4 employment income
- T4A (pension, scholarships, other income) and T4E (EI)
- T4A(P) and T4A(OAS) for CPP and Old Age Security
- T5, T3 and T5008 investment slips
- T5007 social assistance or workers' compensation
Deductions & credits
- RRSP and FHSA contribution receipts
- T2202 tuition slip
- Medical and dental receipts
- Charitable donation receipts
- Childcare receipts
- Support payments made or received
- Moving expenses, if you moved for work or school
- T2200 from your employer, if you work from home
Ontario credits
- Rent paid or property tax paid, with landlord or municipality details (for the Ontario Trillium Benefit)
Self-employed
- Income records: invoices, sales reports, platform statements
- Business expense receipts
- Vehicle log and fuel, insurance and repair costs
- Home office costs: rent or mortgage interest, utilities, internet
- HST returns filed this year
- Large equipment or asset purchases
Rental property
- Rent received
- Mortgage interest, property tax, insurance
- Repairs, maintenance and utilities paid
Newcomers & students
- Date you arrived in Canada
- Income earned outside Canada this year