We believe that prosperity is within reach for everyone and are dedicated to providing the tools and resources you need to get there.
With our expert team, technology-driven solutions, and personalized approach, we are confident that we can help you take the next step toward a brighter, more prosperous future.
Pricing
- Our pricing is transparent and competitive, with no hidden fees or surprises.
- We offer flexible pricing options to suit your specific tax needs and budget.
- We provide a detailed breakdown of our pricing upfront, so you know exactly what to expect before you commit.
Canada Tax Checklist
Stay organized and get a head start on tax season with this list of forms and receipts you'll need to file your returns
Personal Info
Income
Other Information
Receipts
Personal Info
- Social Insurance Number (SIN)
- Date of birth
- Information about spouse/common-law partner
- Information about dependents
- Spouse and/or child net income amounts
- Tuition transfer amount from spouse or child
- Last year's tax return
- Notice of Assessment from last year's return
- Total amount of instalment payments made to the CRA
- Other CRA correspondence
Income
- Employment income (T4)
- Self-employed business income (T2125, T5013, T4)
- Interest, dividends, mutual funds (T3, T5, T5008)
- Rental income and expenses (T776)
- Old Age Security and CPP benefits (T4A-OAS, T4A-P)
- Pension and annuity income (T4A)
- RRSP and RIF income (T4RSP, T4RIF)
- Employment insurance benefits (T4E)
- Social assistance payments (T5007)
- Workers' compensation benefits (T5007)
- Other income not reported on a slip (e.g. tips)
- RL-1 Employment and other income(QC only)
Other Information
- Sale of principal residence
- Sale or deemed sale of stocks, bonds, or real estate
- RRSP deduction limit and unused amounts
- Tuition carry forward amounts
- Loss carry forward amounts
- Other carry forward amounts (donations, etc.)
Receipts
- RRSP contributions
- Employment expenses (2200 signed by employer)
- Tool expenses
- Union dues not included on your T4 slip
- Exams for professional certification
- Teacher's school supplies
- Childcare expenses
- Support payments paid or received
- Adoption expenses
- Disability tax credit for self or dependents
- Medical expenses
- Personal attendant/facility care expenses
- Tax-exempt scholarships
- Student loan interest amounts
- Tuition expenses
- Home Buyers' Amount
- Home accessibility expenses
- Moving expenses
- Political contributions
- Digital News subscription expenses
- Northern residents deduction
- Charitable donations
Get in Touch with Us
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