Documentation to bring:
We can only file your taxes properly if you bring all the necessary documentation with you to our Clinic.
The following list will help you prepare for having your return completed.
General:
• 2014 Notice of Assessment
• Your Social Insurance Number (SIN) and, if applicable, your spouse’s SIN
• A list of your dependents and their exact dates of birth, and their SINs, if they have one
Information Slips
Many of these slips are available through the Canada Revenue Agency online services. Not every slip applies to each person.
• T4 – Salary and wages
• T4A, T5, T3 – Pension, annuity and investment income, savings bonds
• T4(OAS) – Old age security or Guaranteed income supplement or spouse’s allowance
• T4A(P) – Canada Pension Plan
• T4RSP, T4RRIF – Registered retirement savings plan, Registered Retirement Income Fund income
• T4E – Employment Insurance benefits
• T5007 -Social assistance payments or Worker’s compensation benefits
• RC62 – Universal Child Care Benefit
• If you have made income for work in a lump sum this year, bring the breakdown statement from the payor
Receipts for expenses and credits:
• T778 – Child care expenses and a completed T778
• Union dues
• T2202A – Tuition fees and education amount (you can print this from ROSI)
• Medical expenses (For prescriptions, a printout can be obtained from your pharmacy)
• Charitable or political donations
• All property taxes or rent paid
• Monthly or yearly public transit passes
Other:
• Details of spouse and dependent income
• Date of arrival to Canada and immigration status (if a new immigrant)
• Proof money transfer to dependents who are not residents
• Any other documentation that may pertain to your income taxes
