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CLIENT RESOURCES

Accountant at Work

Registered Slips

  • T4- Employment Income

  • T3, T5 – Interest, dividends, mutual funds

  • T4E – Employment insurance benefits

  • T4A – OAS, T4AP – Old Age Security and CPP benefits

  • T2202A- Tuition / education receipts

  • T4A- Other pensions and annuity income

  • T5007 – Social assistance, Worker’s compensation benefits

  • Any other slips

Other Receipts

  • RRSP contribution slips

  • Child care Payment

  • Professional or union dues

  • Tool expenses (as applied)

  • Medical expenses (Claim up to last 2 years)

  • Employment expenses

  • Political contributions

  • Charitable donations (last 5 years)

  • Moving expenses (if moved for job, work, employment purposes)

  • Interest paid on student loans (last 5 years)

  • Professional certification exams Payments

  • Property tax paid for rental property 

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Accountant

Suppliment Documents

  • Notice of Assessment/Reassessment from CRA

  • Direct deposit form

  • Canada Revenue Agency correspondence Documents-Notice 

  • Sale of principal residence

  • Rental income and expense receipts

  • T2200- Declaration of Conditions of Employment

  • Details of dependents, if any (Kids,Grandparents)

  • First time home buyer- Legal Documents

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