Not sure which documents are needed to file your tax return? Do not worry. Check our document checklist to ensure that you bring the right documents for your tax filing
Are you Employed?
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- T3 - Statement of Trust Income Allocations & Designations
- T4 - Statement of Remuneration Paid, Commission paid
- T4A - Statement of Pension, Commission paid, Retirement, Annuity and Other Income
- T4A - Scholarships, Bursaries and Grants
- T4A(OAS) - Old Age Security
- T4A(P) - Statement of Canada Pension Plan Benefits
- T4ARCA - Statement of Distributions from a Retirement Compensation Arrangement (RCA)
- T4E - Statement of Employment Insurance and Other Benefits
- T4PS - Statement of Employee Profit-Sharing Plan Allocations and Payments
- T4RIF - Statement of Income from a Registered Retirement Income Fund
- T4RSP - Statement of RRSP Withdrawal/Income
- T5 - Statement of Investment Income, Dividends
- T5007 - Statement of Benefits, Workers Safety Insurance, Social Assistance Payments
- T5008 - Statement of Securities Transactions
- T5013 - Statement of Partnership Income
- T101 - Statement of Resource Expenses
- RC62 - Universal Child Care Benefit Statement (UCCB)
- RC210 - Working Income Tax Benefit (WITB) Advance Payments Statement
- T2202 / TL11 - Tuition, Education, and Textbook Amounts Certificate
- T2200 / T2200S – Work from Home
- Foreign Income
- Non-Resident Spouse (newly wed couples with spouse outside of Canada due to visa or other matters)
- Other Income
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Do you Work from Home? (form T2200; for employees only, not for business/self employed)
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- Area of Home used for business
- Total area of Home
- Electricity
- Heat
- Water
- Maintenance
- Internet
- Insurance (for commission-paid only)
- Property tax (for commission-paid only)
- Rent
- Other
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Are you Self Employed?
Taxi, Limousine, UBER, Door Dash, Skip the Dishes, Delivery, Trades, Electrician, Plumber, Realtor, Mortgage Professional, Commission, Ride Share, etc
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- Advertising
- Meals and entertainment
- Bad debts
- Insurance (business liability, Error & Omission, NOT AUTO or HOME)
- Interest and bank charges
- Business taxes, licenses, and memberships
- Office expenses
- Office stationery and supplies
- Professional fees (includes legal and accounting fees)
- Management and administration fees
- Rent (office/retail/workshop/etc., Not home office)
- Repairs and maintenance
- Salaries, wages, and benefits (including employer's contributions
- Property taxes
- Travel expenses
- Utilities like phone and cell phone, data plan, etc.
- Fuel costs (except for motor vehicles)
- Delivery, freight, and express
- Misc. & Other (Please describe the expense)
- MOTOR VEHICLE EXPENSE
- Totals Kms Driven
- Work Related Kms
- Manufacture Of Vehicle
- Model Of Vehicle
- Year Of Manufacture
- Purchase Price:
- Purchase Date:
- Gas
- Insurance
- Repair & Maintenance
- Registration
- IS THE VEHICLE FINANCED?
- Interest Paid on payments
- Start Date of Financing
- End Date of Financing
- IS THE VEHICLE LEASED?
- Lease Payments made
- MSRP
- Start Date of Lease
- End Date of Lease
- If Vehicle Depreciation was claimed in previous year, what was the closing UCC amount?
- PREVIOUS VEHICLE:
- Date of sale:
- Sale price:
- Lease balloon payment:
- HOME OFFICE EXPENSES
- Area of Home used for business
- Total area of Home
- Electricity
- Heat
- Water
- Maintenance
- Mortgage Interest Paid $ (not %)
- Internet
- Insurance
- Property tax
- Rent
- Other
- ASSET PURCHASE (any machinery, office equipment, computers, printers, tools, etc. costing over $500)
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Do you use your home for your business/Self Employed?
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- Area of Home used for business
- Total area of Home
- Electricity
- Heat
- Water
- Maintenance
- Internet
- Insurance (for commission-paid only)
- Property tax (for commission-paid only)
- Rent
- Other
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Do you own a Rental Property?
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- Income - Rent
- Size of entire property sq ft
- Size of Rental area sq ft
- Expenses for the entire property
- Advertisement
- Insurance
- Mortgage Interest
- Office Expense
- Professional Fees
- Management & Admin fees
- Repairs & Maintenance
- Salaries etc.
- Property Tax
- Travel
- Utilities
- Motor Vehicle
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Have you moved/relocated for work or education?
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- Reason of Move: Study / Work / Business
- Date of Move (year, month, day)
- Date you started to work, run a business or study full time at a new location (year, month, day)
- Address of your old home (with postal code)
- Address of your new home (with postal code)
- Information about your employer, business, or educational institution after the move
- Name
- Address
- DURING THE MOVE Travel expenses (from old home to new home)
- Number of household members in move:
- Method of travel:
- Travel expenses
- Did you stay at a hotel/motel/Air BnB/etc. during the travel
- Number of nights
- Number of days
- Accommodation expenses
- Meal Expenses
- Temporary living expenses near new or old home
- Number of nights
- Number of days
- Accommodation expenses
- Meal Expenses
- Cost of cancelling the lease for your old home
- Incidental costs related to the move (specify)
- Costs to maintain your old home when vacant (maximum $5,000)
- Cost of selling old home
- Selling price
- Real estate commission
- Legal or notarial fees
- Advertising
- Other selling costs (specify)
- Cost of buying the new home
- Purchase price
- Legal or notarial fees
- Taxes paid for the registration or transfer of title (do not include GST/HST)
- Reimbursement: Any reimbursement or allowance that is not included in your income and that you received for moving expenses included in the amounts above
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Vehicle Expenses
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