CLIENT RESOURCES
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
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