Hours & Info
We will require your:
Legal Name Mailing Address Date of birth SIN Province of residence Marital status
Previous years Notice of Assessment or Reassessments and any CRA correspondence sent to you
Please make us aware of any dependent’s income, birth dates, status (university expenses)
Any relevant information on capital gains (losses) with previous years exemptions or cumulative net investment loss information
Any carry forward information on loss, donations, RRSP
Any foreign property owned at any time in the year to earn income.
If you provide in-home care for parents or grandparents 65 years of age or older, infirm dependent relative, federal tax credits may be available.
T3 - Trust fund slips
T4 - Employment income Slips (T4A,T4A(OAS),T4A(4PT), T4E,T4F,T4PS, T4RIF)
T5 - Interest and dividends from banks and investments, trusts etc.
T10, T2200, T2202, TFA1, T100, T101, T600, T1163, T1164, CTB, TL11A, T5003, T5007, T5008, T5013,T5018(Subcontractors)
Business, partnership, rental income, pensions, director’s fees, scholarships, bursaries, professional fees, Foreign income
Trading summaries of stocks
Real estate or oil and gas investments - including financial statements.
Registered education savings plans redemptions
o Employment related expenses (T2200)
o Interest on money borrowed to purchase investments
o Investment counsel fees
o Moving expenses
o Child care expenses and child tax credits
o Accounting fees
o Safety deposit fees
o Mining tax credits expenses
o Business research and development
o Tuition (T2202), student loans
Details and receipts for:
RRSP contributions, RRSP - Home buyers plan or Lifelong learning
Medical expenses (ask for summaries at your pharmacist, dentist, chiropractor)
Prior year tax installments
Please come in as soon as you have all your information slips.
Please, do not wait until the last minute.