HOW DO YOU FEEL WHEN IT'S TAX TIME?

Are you excited?

We can bring the excitement back by working with you and explore every possibility available to your current situation. It is simple, just follow the instructions below to submit your information, slips, and receipts from the comfort of your home using your phone or tablet.

Please do not submit until you have everything received and ready.

TAX PREPARATION CHECKLIST

Here is a checklist that will assist you gather all the necessary slips, receipts and documents you need to make sure you get every tax credit and deduction you are entitled to.

■ T4 slips (Employment income)
■ Employment insurance benefits (T4E)
■ Interest, dividends, mutual funds (T3, T5, T5008)
■ Tuition / education receipts (T2202A)
■ Universal Child Care Benefit (RC62)
■ Old Age Security and CPP benefits (T4A-OAS, T4AP)
■ Other pensions and annuities (T4A)
■ Social assistance payments (T5007)
■ Workers’ compensation benefits (T5007)
■ All other information slips

■ RRSP contribution receipts
■ Support for a child, spouse or common-law partner
■ Professional or union dues
■ Tool expenses (Tradespersons & apprentice mechanics)
■ Medical expenses
■ Transit pass receipts
■ Charitable donations
■ Political contributions
■ Child care expenses
■ Adoption expenses
■ Children’s arts and sports programs
■ Moving expenses
■ Interest paid on student loans
■ Carrying charges and interest expenses
■ Office - in-home expenses
■ Exams for professional certification

■ Notice of Assessment/Reassessment
■ Canada Revenue Agency correspondence
■ Sale or deemed sale of stocks, bonds or real estate
■ Northern residents deductions receipts
■ Rental income and expense receipts
■ Business, farm or fishing income/expenses
■ Automobile / Travel logbook and expenses
■ Disability Tax Credit Certificate
■ Declaration of Conditions of Employment (T2200)
■ Volunteer Firefighters certification
■ Search and Rescue volunteers certification
■ Custody Arrangement documentation