Below is a checklist of documents you should bring with you to our office for our meeting.

• Income Receipts along with any other documentation pertaining to income

• All T4 slips (Employment income)

• Employment insurance benefits (T4E)

• Interest, dividends, mutual funds (T3, T5)

• Tuition / education receipts (T2202A)

• Universal Child Care Benefit (RC62)

• Old Age Security and CPP benefits (T4A-OAS, T4AP)

• Other pensions and annuities (T4A)

• Social assistance payments (T5007)

• Workers’ compensation benefits (T5007)

• Receipts

• Expenses

• Tool expenses (Trades persons)

• Medical expenses

• Transit pass receipts

• Child care expenses

• Adoption expenses

• Moving expenses

• Children’s arts and sports programs

• Carrying charges and interest expenses

• Office – in-home expenses

• Exams for professional certification

• Professional or union dues

• RRSP contribution slip

• Liabilities

• Support for a child, spouse or common-law partner

• Interest paid on student loans

• Donations

• Political contributions

• Charitable donations

• Additional documentation

• Notice of Assessment/Reassessment

• Canada Revenue Agency correspondence

• Sale or deemed sale of stocks, bonds or real estate

• Northern residents deductions

• Rental income and expense records

• Business, farm, or fishing income/expenses

• Automobile / Travel logbook and expenses

• Disability Tax Credit Certificate

• Declaration of Conditions of Employment (T2200)

• Volunteer Firefighters certification