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.