Items Needed for Tax Preparation:
- · All Income Slips (T3,T4, T4A,T4AP,T4AOAS, T4RIF, T4RSP,T4E,T5,T5007, T5008 & T5018)
- · Tips, amount received must be declared as income
- · Foreign Income or Foreign Pension income
- · Trading summary for all non-registered accounts, may come with T3 slips
- · Sale of investments, properties, bonds etc.
- · Sale of house in 2019 (need sales value), and year it was bought
- · Rental Income and record of expenses (ie: property tax, water, hydro etc.)
- · Self-employment income and expenses
- · Any home office expenses for self-employment
- · Employment expenses, receipts & employer signed T2200
- · Spousal support paid or received, divorce or separation agreement
- · RRSP Contribution slips, (often requires 2 slips, one for March to December & one for first 60 days of this year)
- · Students: T2202A for tuition expenses, Student Loan interest statement (Provincial & Federal)
- · Medical receipts (prescriptions: please ask pharmacist for a yearly detailed print out) Eyeglasses, dental, extended health plan & travel medical insurance premiums}
- · Caregiver, caring for disabled relative with necessities of life
- · Childcare receipts
- · Teacher, receipts for class supply purchases
- · Professional and Union dues
- · Moving expenses, receipts, addresses of new & previous home
- · First time Home Buyers
- · Child Adoption expenses
- · BC Senior’s Home Renovation or person with disability Tax Credit
- · Charitable Donation slips
- · Political donations either Provincial or Federal
- · Last year’s Tax Return, if not a prior client
- · Blank cheques for new or changes to Direct Deposit of Refund (CRA request)