Tax Document Checklist Canada | Tax Services Brampton & GTA

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Everyone

CRA Notice of Assessment / prior-year information T4 employment income slips T4A and other pension, scholarship or other income slips T5 and investment income slips RRSP contribution receipts Donation receipts Medical expense records that may apply Child-care receipts, if applicable CRA correspondence received during the year

Students & newcomers

T2202 tuition information Scholarship/bursary slips if issued Date of entry to Canada and residency information if relevant Income earned before or after arrival where required Rent/property-tax information if relevant to provincial credits

Self-employed / gig work

Revenue summaries, invoices and payment-platform statements Business bank and credit-card statements Business receipts and expense records Vehicle kilometre log and vehicle costs if applicable Home-office records if applicable Phone, internet, software and subscription records GST/HST registration and filing information if registered

Rental property

Rental income records Property tax and insurance Mortgage interest information Repairs and maintenance receipts Utilities paid by the owner Property management and other rental expenses Purchase/sale or major renovation documents if relevant

Possible life events

Marriage/common-law or separation changes Birth/adoption information Home purchase or sale documents where relevant Moving records where a deduction may apply Disability-related documentation where applicable Deceased-person / estate information if filing for someone who died

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Tax document checklist

Everyone

Students & newcomers

Self-employed / gig work

Rental property

Possible life events