✍ Date of birth and Social Insurance Number (SIN) of you & your family members - if this is your first visit to our office
✍ Bank information, i,e, Branch Code, Institution Code, and account number(i.e void cheque)
✍ House rent/total rent paid during the tax year
✍ Tuition slips such as T2202A and T4A -if you or your spouse/ child(ren) studied in Canada
✍ T4 and T4E slips -if you had employment income, EI benefits, retirement benefits in Canada
✍ Withdrawal of RRSP in tax year - you may get T4RSP slip
✍ T5007 slip – if you have received Social Assistance (Ontario Works)/disability benefits in tax year
✍ Notice of Assessment for previous year – if you previously withdrew money from RRSP fund
✍ Amount spent for prescription drugs, vision care & dental expenses in tax year
✍ RRSP contribution document(s) - if you contributed in RRSP in tax year. The last date to buy RRSP is March 1
✍ If you are an owner of your apartment/house, total amount of property tax paid in the tax year
✍ If you are an owner of your condo /house, and you had tenant(s) in the tax year, please provide us the amount of total rent received, property tax, interest paid in your mortgage payment, insurance and other expenses/renovation expenses in your houses/condo
✍For Taxicab/Uber/Lyftoperators- total income you earned and all expenses related to operating Taxicab/Uber in the tax year. Please bring HST Return Form (CRA already sent it to you) if you have registered for HST return for your Taxicab/Uber/Lyft business
✍For Uber/Lyft Tax Returns- please bring “Uber/lyft Tax Summary for the tax year”(it is available in your Uber account).Please note, Uber/Lyft Returns should be filed professionally
✍For Disability Tax Credit, please bring your Disability Tax Credit letter issued by CRA
✍For your “Self Employed Tax Return”, provide us all related income and expenses for the tax year
✍For your Incorporation Tax Return, please bring your “Certificate of Incorporation”, amount of income and related business expenses, business bank statement, HST Return Form sent by CRA
✍If you arrived in Canada in the tax year, please provide us your world income in the tax year before coming to Canada. As a newcomer, you are eligible for Welcome Package in Ontario
✍Please bring other slips if you have, such as T4A,T4A(OAS) ,T4A(P) ,T4RSP ,T5 ,T5008,T3 ,RC210 for the tax year
✍Please provide us the T4A/T4E for CERB/CRB/Lockdown benefits
✍Home office expenses are allowable expenses if you worked from home in the tax year
✍If you, as a business owner, received wages/rent subsidies, please provide us the details in this regard