Here’s a checklist to help you organize the information you need for us to prepare your personal tax return. You can either bring the documents with you to your tax appointment or upload them
electronically into our secured client portal. Please contact us if you do not already have your account set up.

Personal Documents

• 2018 personal tax return (if return was not prepared by us)
• 2018 Notice of Assessment
• 2019 tax instalment payments
• Employment income slips T-4
• Investment income slips T-3, T-5
• Other income slips T-4A, T4RIF, T4RSP, T4A(P), T4OAS
• Brokerage statements with details of sale of stocks etc.
• Declaration of conditions of employment form T2200
• RRSP Contribution slips
• Charitable donation receipts
• Medical expenses receipts
• Tuition fees and interest paid on student loans
• Professional dues
• Child care receipts
• Moving expenses
• Private health plan payments
• Property taxes or rent payments
• Rental property income and expenses
• Spousal support payments

Self-Employment & Business Records

• Home office expenses – rent, maintenance, utilities, property taxes, insurance, office and home sq ft.
• Vehicle – mileage log for business vs. personal use, expenses including gas, repairs, insurance, license, loan interest and lease payments
• 2019 books and financial statements
• Details of revenue and expenses
• Bank statements

The above list captures the most common items and it would be impractical to list all scenarios. To ensure your taxes are filed correctly, please call us at 905-477-1272.

If you know of a family member, friend or business associate who can benefit from this checklist, please feel free to forward it. We would also be pleased to hear from anyone you know who could benefit from our services.