Preparing For Your Tax Filing

​Prepare these documents to ensure a smooth and efficient tax return filing in Canada

Personal Information

• Last year’s tax return (new clients)

• SIN numbers for you and your family

• Dates of birth for dependents

• Latest Notice of Assessment (NOA) from the CRA
   

Income Documents (T-Slips)

Report all sources of taxable income in Canada:

• T4 – Employment income

• T4A – Pension, freelance, CERB/CRB

• T4E – Employment Insurance (EI)

• T5 / T3 – Investment income

• T4RSP / T4RIF – RRSP/RRIF withdrawals

• T5007 – Social assistance
   

Tax Deductions & Credits

Maximize your tax refund in Scarborough by including:

• RRSP contribution receipts

• Medical expenses (dental, prescriptions, travel)

• Charitable donations

• Tuition forms (T2202)

• Childcare receipts (with SIN or BN)

• Moving expenses (40km+ for work/school)
   

Special Tax Situations

We handle more complex tax filing needs, including:

• Self-employed & small business taxes

• Rental income and expenses

• Work-from-home claims (T2200)

• Property sales and capital gains