Please bring the following information to your tax appointment to ensure proper and efficient filing of
your taxes.

Identification:

• Social Insurance ID Card (if you have one)
• Photo ID: Driver’s License, Health Card etc.

Tax Slips:

• Social assistance payments – T5007
• Workers’ compensation benefits – T5007
• Old Age Security and CPP benefits – T4A-OAS (yellow), T4AP (pink)
• Employment Income – T4
• Employment insurance benefits – T4E
• Other pensions and annuities – T4A
• Tuition – T2202A (generally available online from educational institution)

Tax Receipts:

• Rent Receipt from Landlord – (not mandatory for filing but may be asked for by CRA later)
• Property Tax Receipt if a homeowner
• Charitable Donation Receipts
• Public Transit Receipts – (applies to seniors only)
• Medical Expenses – (deductible against taxes owing)

Other Documentation:

• Previous year’s Notice of Assessment from CRA
• Previous year’s tax return summary
• All personal information (i.e. SIN’s of all family members, address, date of birth, marital status, dependents, etc.)
• Disability Tax Credit Certificate (i.e. approval of Form T2201 from the CRA)