What To Bring To Your Appointment

 

Our trained staff is always happy to assist with any questions you may have about the specific information you need. To help streamline your experience, here’s a list of documents you may want to bring with you, as they apply:

 

Personal Identification: Social Insurance Number card and a form of picture ID.

Previous Tax Returns: Copy of your tax return from the last year you have filed for reference.

Income Slips: For expample - T4, T5, T3, T4OAS & CPP and other government income slips to be reported. Be prepared to claim income from other sources such as tips, cash jobs and foreign income.

Business or Rental Income: Please bring year end totals, profit and loss statements, balance sheets, and any other relevant documents. Please contact us for more information.

Investment Information: Year end packages from brokerage accounts and any other investment documentation, including gains/loss statements.

Education: T2202A forms can be downloaded from the student’s school website. For foreign tuition (TL11A), visit the CRA website.

Employment Expenses: If claiming Transport Employment Meal Allowance or Employment Expenses, ensure your TL2 or T2200 form is completed and signed by your employer.

Teachers and Educators: To claim out-of-pocket expenses (up to $1,000), you will need a signed letter from your school board and proof of your teaching certification, along with receipts for eligible expenses.

Moving Expenses: If you moved over 40 kilometers to be closer to a new job or post-secondary school, contact us for more information. You will need a letter from your new employer with your start date and what if any moving allowance you recieved.

Medical Expenses: Please obtain year-end summaries from your healthcare providers, including pharmacies.eaeceipts for medical expenses and medical travel. If traveling more than 40 kilometers for treatment not available in your area, please contact us for more information required to claim travel related expenses.

Donations: Receipts for donations made to registered charities or political parties. Donations can accumulate for up to 5 years, which may be benefical depending on your tax situation.

Property Expenses: Documentation for property taxes, rent, and/or nursing home fees paid. If you’ve sold a principal residence since 2016, you will need provide the year it was purchased and the selling price.

Estate Trust Returns: Returns based on the CPP death benefit are due by March 31. Please include a copy of the death certificate and will. Representative Authorization must be submitted by mail and can take at least 30 days to register with CRA. Contact us for more information on this process.

Corporate Returns: Please contact us for more information.

 

Feel free to reach out if you have any questions or need clarification on what to bring!