MWFS is an approved EFILE and ReEFILE tax service provider using EFILE certified software.  Where MWFS has an AuthRep authorization on file, many of the tax slips are accessible through CRA's Auto-fill my return (AFR) feature to verify your information is complete.  

To better serve you and make sure that your income tax return will be prepared correctly and without delay, we strongly recommend that you gather your slips, receipts and documents for your tax professional. 

Download a Tax Preparation Checklist and make sure you have everything ready to submit your documents to us.

Gather the receipts and information applicable to your situation in preparation for having your income tax return prepared:


  • T3, T4, T4A, T4AP, T4E, T4RSP, T4RIF, T5, etc.
  • Employment income (i.e. paycheque stubs)
  • Old Age Security and CPP benefits
  • Other pensions and annuities
  • Employment Insurance benefits
  • Social assistance payments
  • Workers' compensation benefits


  • Interest and dividends
  • Sale or deemed sale of stocks, bonds or real estate
  • Support for a child, spouse or common-law partner
  • RRSP contributions;
  • Professional fees or Union dues
  • Tool expenses (tradespersons)
  • Medical expenses
  • Tuition/Education amounts for qualifying students
  • Transit passes
  • Charitable donations
  • Political contributions
  • Child care expenses
  • Adoption expenses
  • Children's fitness programs
  • Moving expenses
  • Interest paid on student loans
  • Carrying charges and interest expenses
  • Automobile expenses
  • Travel expenses
  • Office-in-home expenses


  • Universal Child Care Benefit confirmation
  • Notice of Assessment
  • Canada Revenue Agency correspondence
  • Capital gains/losses records
  • Northern residents deductions
  • Home Buyers Program
  • First Home Savings Account
  • Rental income & expense records
  • Business, farm or fishing income & expense records
  • Disability Tax Credit Certificate (T2201)
  • Declaration of Conditions of Employment (T2200)
  • Automobile and Travel Logbooks
  • Foreign Income Verification Statement (T1135)
  • Designation of a Property as a Principal Residence (T2091)
  • Other documents related to your unique tax situation 

Additional Questions for tax filing:

  • Has your marital status changed?
  • Do you rent?  If yes, you may be eligible for BC Renter's Tax Credit. 
  • Did you or your spouse sell real estate in the tax year?


Complete the the tax questionnaire or call 1.800.397.0115 today to speak with a MWFS Tax Professional to arrange for your return to be completed by an experienced tax preparer.