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What To Bring

 

1) In order to file your personal taxes effectively we need the following information:

  • All slips such as T4’s, T5’s (investments), T4(OAS), T4A(P), T4E (unemployment), RRSP contributions and withdrawals, T2202A (tuition)

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 2) Details of other income for which no slips have been received such as:

  • Other employment income (including stock option plans and Election Form T1212)

  • Business income

  • Partnership income

  • Rental income

  • Alimony, separation allowances, child maintenance

  • Pensions (certain pension income may now be split between spouses)

  • Interest income earned but not yet received – ex. Canada Savings Bonds, Deferred Annuities, Term Deposits, Treasury Bills, Mutual Funds, Strip Bonds, Compound Interest Bonds

  • Scholarships, fellowships, bursaries

 

3) Details of other expenses such as:

  • Tools acquired by apprentice mechanics

  • Business and employment purchases like vehicles, supplies, etc.

  • Interest on money borrowed to purchase investments

  • Moving expenses – including costs of maintaining a vacant former residence

  • Child care expenses –also including preschool fees

  • Alimony, separation allowances, child maintenance

  • Pension plan contributions

  • Medical Expenses (including Travel, Rx official receipts required)

  • Home Accessibility Tax Credit -receipts for renovations

  • New Home Buyers Tax Credit

  • TL2- Claim for meals and lodging signed by your employer

  • T2200 – Conditions of employment signed by employer for cell phone, tools, etc.

  • Public Transit (Bus Pass)

  • Child Fitness receipts up to $500 per child

  • Child Arts receipts up to $250 per child

  • Interest on student loans

  • RC62 –Universal Child Tax Benefits for January to June, 2016

  • Political contributions

  • Dates you left and returned to Canada, if applicable

  • Disabilities – let us know if you or a family member has a disability so you get all credits you’re entitled to