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 the tax professional. 

Download our tax checklist here and make sure you have everything ready before bringing your documents to us.

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


  • T3, T4, T5, T4E, T4A, T4AP, T4RSP, T4RIF, 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
  • 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
  • Other documents related to your unique tax situation 


Fill out this questionnaire or call 1.800.397.0115 today to speak with a Tax Professional.