First & Last name (For family tax, all family members information)

Social Insurance Number (For family tax, all family members information above 18 years old)

Mailing Address

Telephone number

Email Address

Date of Birth (For family tax, all family members information)

Marriage Status

Citizenship

Bank account information if you want to set up or update your direct deposit with the CRA

T4 (Employment income)

T3, T5, T5008 (Interest, dividends, mutual funds)

T4E (Employment insurance benefits)

T4A(P), T4A(OAS), T4A (Old Age Security and CPP benefits)

T4A (Other pensions and annuities)

T4RIF (Statement of income from Registered Retirement Income Fund)

T4RSP (How much money you withdrew from or received out of your RRSPs and how much tax was deducted Also shows money withdrawn from an RRSP under Ho Buyer’s Plan and amounts transferred an RRSP to a spouse or partner under a court judgment or written agreement)

T5007 (Social assistance payments/ Workers ‘compensation benefits)

RRSP contribution slip

T2202A (Tuition / education receipts)

Child care expense

Support for a child, spouse or common-law partner

Professional or union dues

Tool expenses (Tradesperson & apprentice)

Interest expenses or management fees to earn income from an investment

Rent or property tax payment amount

• Address
• Postal code
• Number of months you were in this address in the tax year
• Total Amount you paid
• Name of Landlord/Municipality that received rent/property tax

Medical expenses (each medical expense needs separate information)

• Payment Date
• Name of patient
• Payment made to
• Description of Expense
• Amount you paid

Charitable donations

Political contribution

Adoption expense

Interest paid to your student loan

Carrying charges and interest expense

Office-in-home expenses

Exams for professional certification

Others

Date of entry to Canada

Canadian source income before coming to Canada

Foreign source income before coming to Canada

Notice of Assessment/Reassessment

Canada Revenue Agency correspondence

The sale or deemed sale of stocks, bonds or real estate

Northern residents’ 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) or Declaration of Conditions of Employment for Working at Home Due to COVID-19 (T2200S)

Volunteer Firefighters certification

Search and Rescue volunteer’s certification

Custody Arrangement documentation