Personal Tax Season 
Items to Bring

Personal Tax ​Only

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• Rental Receipts
   

•  Property Tax Statements
   

•  Medical (expenses/ appointments)
  -Appointment confirmations
  -Pharmacy Prescription Statement
   

•  Donation Receipts
  -must have a Registered Charity Number
   

• Childcare Reciepts
  -must include Name of Care Provider, SIN or Business Number of provider, Name of the child receiving care and the address of the provider
   

•  Political Contribution Receipts
   

•  Investment Statements/Receipts-
  -Showing Adjusted Cost Base 
   

• Professional or Union Dues
   

• Tool Expense (apprentice mechanics,journeymen, etc.)
   

•  Interest paid on Government Student Loans
   

•  Moving Expenses
  -hotel/room rental, km’s travelled, meals receipts, House Sale/Purchase Receipts
   

•  Office In-Home Expense Receipts
   

• Employment Slips (T4)
   

•  Tuition (T2202A) *slips must be printed off from school websites*
   

•  RRSP contributions (T4RSP)
   

•  Interest, Dividends and Mutual Funds (T3, T5, T5008)
   

•  Employment Insurance (T4E)
   

•  Old Age Security, CPP Benefits and other pensions and annuities (T4AOAS, T4AP, T4A)
   

•  Social Assistance Payments or Worker’s Compensation Benefits (T5007)

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Persons with Business & Self Employed Earnings

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• -Advertising
   

• -Business Taxes
   

• -Licenses, Memberships and Subscriptions
   

• -Delivery/Freight
   

• -Fuel Costs
   

• -Insurance (except Life Insurance)
   

• -Interest on Mortgage
   

• -Bank Charges
   

• -Meals and Entertainment
   

• -Motor Vehicle Expenses (i.e. Repairs not monthly payments)
   

• -Office Expenses (printers, printer ink, office supplies, etc.)
   

• -Professional Fees (Legal/Accounting)
   

• -Property Taxes
   

• -Rent (land or residential)
   

• -Repairs and Maintenance (House/Building)
   

• -Travel Expenses (please provide a log)
   

• -Utilities (Hydro, Water, etc)
   

• -Phone & Internet Expense
   

• -Any other expenses incurred that are related to your business.

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