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Personal Tax Checklist
It's very important you bring the following to your appointment...
- Any T-slips (T3, T4, T5 etc).
- Receipts for donations.
- Receipts for medical (medication, chiropractic etc).
- Rent receipts or property taxes.
- Copy of last years tax return.
- T2202A (tuition receipt).
- Annual student loan interest statement. If you have student loan interest.
- Mortgage statement, property taxes, repairs and maintenance & insurance (only required if you have a small business or working from home).
- For business returns bring your income (either a listing or spreadsheet which includes income for year, expenses, and if your’e HST registered your access code), list of expenses, your home expenses (your utilities, mortgage statements, pro taxes, if you are HST registered, we need your HST return as well), if applicable bring your vehicle expenses.
- For business returns and/or employment expenses for your vehicle expenses we will need the following: gas, insurance, repairs/maintanence, vehicle sticker registration, lease payments or purchase agreements, log book of mileage, parking expenses.
- For rental returns please bring your income statement, mortgage statements, utilities, property tax, condo fees, repairs maintenance, insurance, legal and accounting fees.
- If you have investments or stock trading we need the gain/loss report.