What to Bring to your appointment
To help us prepare your return accurately and efficiently, please bring the following documents to your appointment. Whether you're filing personal taxes, self-employed income, or corporate returns, having the right paperwork ensures we can maximize your deductions and credits
Personal Taxes
- Current address on file with CRA and Phone Number
- Marital Status
- Dependent information, including names and birthdates
- Income Slipes (T4's, T4A's, T5's, T3's, T5008, T4RSP, T4AP, T4OAS)
- Notice of Assessment (NOA) from the previous year
- Repayment amounts under Home Buyers, and Lifelong Learning Plan
- Property tax or Rent Payment Amounts
- Tuition Slips (T2202A)
- Student Loan Interest Payments
- Child Care Expenses
- Dontation Receipts
- Medical and Dental Expenses
- Summary of Rental Income and Expenses
- Investment Statements
- Employment Expenses (including signed TL2 or T2200)
- Moving Expenses (If applicable)
Business/Corporate Taxes
- Please book an appointment for more information.
- We’re here to make your tax filing experience smooth and stress-free. Feel free to contact us before your appointment if you have any questions.
Let’s Connect
If you’re looking for a reliable accounting partner backed by decades of experience and the expertise of designated professionals, we’d love to hear from you. We invite you to book a consultation to learn how we can help you or your business move forward with confidence.