Oooh I Need That!

We ask for lots of info so your return stays squeaky clean—no surprise love letters from the CRA later!

All the fun paperwork that lets us get to know your details and set up your file.

Your new best friends! These help you gather what applies to your situation, so nothing slips through the cracks. If you’re not sure if something applies to you, just ask.

Remember, your Federal (including GST) and Provincial taxes are due to be paid three months after your year end. Your corporate tax return is due to be filed six months after your year end.

T slips for income earned and dividends paid out in the calendar year are prepared in January and February and need to be filed by February 28.

We know these dates are confusing, that’s why we write them down and remind you

April 30: Your personal tax return is due. All taxes owing must be paid. (Yup, even if you’re self employed, and this includes your GST).

June 15: If you’re self employed, your tax return, and your partner’s are due to be filed. But any taxes owing are still due April 30. Filing later doesn’t extend your payment deadline… though we wish it did.

Even if we have CRA access, we still like to see your copies of your slips. Sometimes CRA misses things and sometimes slips appear on your kitchen counter long before they make it online.

  • Any "T" slips you receive.
  • T4 → employment income
  • T4A → contract income, a "catch all" for other income like scholarships or pensions, etc.
  • T3/ T5 → investment and dividend income
  • T5008 → investment transactions
  • T5013 → partnership income
  • T2202 → tuition
  • T2200 → employment expenses and corresponding receipts.
  • T4AP → Canada Pension Plan
  • T4AOAS → Old Age Security
  • T4E → employment insurance
  • RRSP contributions and withdrawals
  • FHSA contributions and withdrawals
  • Is your address and email address the same?
  • Did you buy or sell any property during the year?
  • Did your marital status change during the year?
  • Did you have any new dependents during the year? We'll need their name, SIN, and birthdays.
  • Did you move throughout the year? We might be able to claim moving expenses.
  • Do you have any childcare expenses (daycare, summer camps, school lunch fees, before and after school care)
  • Are you a Canadian citizen? If not, we'll need to know your residency status

Documents

CRA Links