Taxes Fact Sheet
Documents to send
Here are the documents you must provide according to your situation
A short questionnaire to download, complete and return with your documents.
Send me your documents and the completed questionnaire.
Your last year's notice of assessment
Employment income T-4/R-1
Investment income T-5/R-3
Employment Insurance Income T4E
Pension income T4A/R-2
Old Age Security Income T4OAS
Quebec pension plan Income
T4AP/R-2
Social assistance income or CSST T5507/R-5
T4A Scholarship Income
T4E parental insurance income
Withdrawal income from a Retired Registered Saving Plan (RRSP)
T4RSP/R-2 RRSP
Amount transferred to a Registered Retired Income Fund (RRIF) T4RIF
The RL-31 slip to receive the solidarity tax credit paid from July
The amount of alimony support you received or paid
Tuition Fees T-2202/ R-8
Form for declaring your working conditions for the use for work of a car, the purchase of supplies or tools, a home office... T-2200/TP 64.3
The amount of child care expenses according to your receipts
The amount of medical expenses according to your receipts (it is not necessary to provide me with your receipts)
Including the cost of insurance, the insurance deductible, non-reimbursed drugs, dentist fees or other specialists not reimbursed by the insurance.
The amount of interest paid on a student loan according to your financial institution's statement
The amount of your financial expenses on investments
RRSP contribution receipts and your amounts paid into a Home Buyers' Plan (HBP) or Lifelong Learning Plan (LLP)
Receipts for contributions to a professional order
The amount of your charitable donations by indicating who the beneficiary is
Cryptomania transaction income statements
The amount paid for children's physical or artistic activities
Moving expenses if you have moved 40 km closer to your job or educational institution
If you are 70 years of age or older, the amount spent on home support, home maintenance, or physical or artistic activities
The amount of your training costs
HOME EMPLOYEE OFFICE
For those with a T-2200 and TP 64.3
to be able to deduct office expenses
at home, as an employee,
Please provide annual costs for:
-rent
-electricity
-heating
-maintenance and repairs
Indicate the % of the area occupied by the office.
Costs for the use for employment purposes of:
-the Internet
-telephone
-supplies
HOME OFFICE EMPLOYED ON COMMISSION;
For those with a T-2200 and TP 64.3
to be able to deduct office expenses
at home, as a commission employee,
Please provide annual costs for:
-rent
-electricity
-heating
-maintenance and repairs
-insurance
-property taxes
Indicate the % of the area occupied by the office.
Costs for the use for employment purposes of:
-the Internet
-telephone
-supplies
-representation expenses
A sample cheque if you are not registered for direct deposit from Revenue Canada or Revenu Québec
If you are self-employed, please provide your income statement (statement of your income minus your expenses incurred to earn this income)
Income statement example
If you own an income property, please provide your rental income statement. ( statement of your rental income minus the expenses incurred to earn this income)
Income statement for rental property example
I am available to provide you with specifications on these topics
