- What documents to bring to your tax preparer when filing your tax return in Canada? -
Home ⇒ Canada Tax  ⇒  What documents to bring to your tax preparer when filing your tax return in Canada?

When filing personal taxes in Canada, it's essential to bring the following documents to your tax preparer to ensure a smooth and accurate process:


Personal Information
Social Insurance Number (SIN)
Dates of birth for yourself, your spouse, and dependents
Last year's Notice of Assessment from the Canada Revenue Agency (CRA)
Net income amounts for your spouse and dependents (if applicable)


Income Slips

T4: Statement of Remuneration Paid (for employment income)

T4A: Pension, retirement, annuity, or other income

T5: Investment income

T3: Trust income allocations

T4E: Employment Insurance and other benefits

T5007: Social assistance or workers' compensation benefits

Any other relevant income slips (e.g., T5013 for partnership income)


Deductions and Credits

Receipts for RRSP contributions
Receipts for FHSA contributions

Medical expenses

Charitable donations
Political contributions

Tuition and education amounts (T2202 slip)

Union or professional dues

Moving expenses (if applicable)

For Families

Childcare expenses
Adoption expenses
Support payments made

For Students

Tuition slips
Student loan interests amounts


Other Relevant Documents

Rental income and expense records (if you own rental properties)

Self-employment income and expense records

Investment statements for capital gains or losses

Property tax or rent receipts (for provincial credits)

Any correspondence from the CRA


Having these documents ready will help your tax preparer maximize your deductions and credits while ensuring compliance with CRA regulations.