Including all your relevant information will help us get the most out of your tax return.
Don't forget to include...
Personal Income Tax Return
Personal Income Tax Return with Rental Income
Personal Income Tax Returns with Employment Expenses also bring...
Small Business Income Tax Returns
Forms that may help in your Tax Preparation (if not using the forms within the upload option):
Don't forget to include...
Personal Income Tax Return
- All T-slips, RRSP, Investment slips, etc.
- Charitable donation receipts
- Dependent information (date of birth, SIN, daycare and camp receipts)
- Banking information to set up direct deposit with CRA
- If Working from Home (WFH), include the signed T2200 along with a summary of expenses (home office square footage, utility expenses, phone/internet, supplies used directly for work, etc.)
Personal Income Tax Return with Rental Income
- All information as per above where applicable plus a listing of the rental income, and expenses by category, such as, but not limited to:
- Mortgage Interest (interest only)
- Property Taxes
- Maintenance
- Insurance
- Any and all other costs related to the rental paid out of pocket
Personal Income Tax Returns with Employment Expenses also bring...
- Signed T2200
- Summary of expenses (vehicle, fuel and mileage log, home office square footage, utility expenses, phone, advertising, meals and entertainment totals, and any other allowable expenses as described in the signed T2200)
- Your employers HST number
Small Business Income Tax Returns
- Sales totals
- Operating Expenses (vehicle, fuel and mileage log, home office square footage, utility expenses, phone, advertising, meals and entertainment totals, etc.)
Forms that may help in your Tax Preparation (if not using the forms within the upload option):
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