A little preparation.
A smoother tax season.
Gather the documents that apply to your situation before your appointment. This starting list covers common Canadian and Québec records; additional information may be needed.
Notices of assessment
Your latest federal and Québec notices of assessment help establish the starting point for your file.
Employment · T4 / RL-1
Collect the employment slips issued by each employer during the year.
Employment insurance · T4E
Gather the statement of employment insurance and other benefits from Service Canada, if applicable.
Benefits · T5007 / RL-5
Bring slips for applicable workers’ compensation, social assistance or similar benefits.
Investments · T3 / T5
Include trust income and investment-income slips supplied by your financial institutions.
Housing · RL-31
If applicable, bring the dwelling slip provided by your landlord.
Education · T2202 / RL-8
Gather tuition and enrolment information from your educational institution.
Retirement savings · RRSP receipts
Bring contribution receipts and information about relevant retirement-savings transactions.
Securities · T5008 / transaction records
Include trading statements and purchase-cost records to help review investment dispositions.
Pensions · T4A(OAS) / T4A(P) / RL-2
Collect the pension and retirement-income slips that apply to you.
Other income · T4A and relevant RL slips
Bring statements for other income sources and tell us about income that is not reported on a slip.
Childcare · RL-24 / receipts
Gather childcare statements and receipts, where applicable.
Self-employment · income and expenses
Prepare your revenue and expense records, supporting receipts and business asset information.
Document needs vary. This checklist is general information, not a complete filing checklist or personal tax advice.
Let’s make the next step clearer.
Tell us a little about your situation. We can discuss the support you need and the information to prepare.