Personal tax return slips and other information:

• T4 – Statement of remuneration paid
• T4A – Statement of pension, annuity or other income
• T4A(OAS) – Statement of Old Age Security
• T4A(P) – Statement of Canada Pension Plan benefits
• T4E – Statement of Employment Insurance and other benefits
• T4RIF – Statement of income from a RRIF
• T4RSP – Statement of RRSP income
• T3 – Statement of trust income
• T5 – Statement of investment income
• Other T5 slips: T5007, T5008, T5013
• RC62 – Canada child benefit (Phased out as taxable income in 2017)
• T2202 – Tuition and education credit certificate [NOTE: Federal education credit eliminated in 2017 tax year]
• T2202A – Tuition and enrollment certificate [Beginning in 2017, federal tax credit for tuition only]
• T2200 – Declaration of conditions of employment (completed and signed by your employer)
• RRSP contribution slips (If you contribute monthly, you’ll most likely receive a lump sum receipt for March to December 2019 and additional receipt(s) for the contributions made from January 1. 2020 to the 2019 deadline of March 1, 2020)
• Charitable donations/Political donations
• Medical expenses (ie: Prescriptions, Doctor services, Chiropractor, Dental, Massage Therapy, Eye exams, Eye glasses/contact lenses, travel details for medical over 40 km, etc.) Note: If you receive medical reimbursement through Blue Cross or other insurance, please bring in your reimbursement statements with your medical receipts.
• Yearly student loan interest statements (both federal and provincial)
• Yearly union and/or professional dues
• Bus passes, with receipts of payment
• Moving expenses (if the move is more than 40 km and is for new work or schooling)
• Child care expense receipts with provider company name or SIN
• Child fitness expenses for 2017 & prior (for children under age 16 at any time in the year) – max. $500 per child [NOTE: Federal portion eliminated in 2017 tax year; BC credit eliminated in 2018 tax year]
• Child arts expenses for 2017 & prior (for children under age 16 at any time in the year) – max. $500 per child [NOTE: Federal portion eliminated in 2017 tax year; BC credit eliminated in 2018 tax year]
• Home Buyer Plan / Lifelong Learning Statement
• Accounting fees
• Investment management fees
• Interest paid on money borrowed for income producing investments
• List of income tax installment payments made during the year, if applicable
• If you sold your principal residence in 2016, include a note stating the year acquired, the sale amount, and the full address of the sold residence. For 2017 through 2020, add all property transactions including all renovation, purchase, and selling costs related to the principal residence.
• If you have dependent children, include a note stating their full name, birthday, and social insurance number (if available)