Please find below a general list of required information and documents. It is not a complete list as everyone’s situation is different. Please provide me the ones that apply to you. If not listed, please let me know and we will review in details.
GENERAL ITEMS
- Name, date of birth & SIN of yourself, spouse & dependents
- Your current contact info (Email address and phone number)
- Copy of Notice of Assessment of previous year for yourself and spouse
- Your personal status such as dates of marriage, separation, divorce
- Immigration Status (Canadian Citizen, Permanent Resident, etc.)
- Landing date if landed during previous year
INCOME – GENERAL
- Employment income (T4)
- Pension income (T4A, T4A(P), T4RIF, T4RSP)
- Old age security (T4OAS)
- Income from employment insurance (T4E)
- T4As for any miscellaneous income received during the year
- Profit sharing(T4PS)
- Investment income (T5)
- Workers compensation/social assistance payments (T5007)
- Statement of Securities Transactions (stocks & bonds, etc.) (T5008)
- Income from partnerships (T5013) Details of real estate sales & purchases
- Received Spousal Support Payments
- Income from trusts such as mutual fund investments (T3)
DEDUCTIONS – GENERAL
- Charitable donations
- Child care expenses
- Details of people you support & their medical status
- Interest on loans to purchase investments
- Interest paid on student loans
- Medical, dental, prescription drugs, nursing home expenses
- Non-reimbursed moving expenses (ask for details)
- Paid Rent – Monthly amount, period, Address and Name of the landlord
- Payments to a private health insurance plan
- Political contributions receipts
- Professional consultant fees (Legal, Accounting)
- Professional dues
- Professional insurance
- RRSP contributions
- Spousal support payments paid
- Tuition fees/education amount (T2202A)
RENTAL PROPERTIES
- Address & number of units
- Percentage of partnership, name, address and SIN of other partners
- Rental expenses by unit & by category of expense (Interests, Property Taxes, Insurance, Paid commissions, Maintenance, etc.)
- Rental income by unit