Figtree Financial Services

  • Mission Statement

    The goal of our business is to provide our clients with comprehensive, quality Tax and Accounting services in an understandable language, at a fair cost, as soon as possible.

    It is our desire to treat our clients with respect, giving them the best possible service at the best possible fee.

    All Tax Returns will be prepared honestly, in accordance with the Tax Law of Canada. At the same time we’ll utilize every legal option to have our clients pay the lowest possible tax.

    Donna McGennis

Income Tax Checklist

February 14th, 2012
  • T183 must be signed for each tax filer. Please also print your name.
  • CRA notice of assessment for last year’s return
  • Employment slips – T4’s etc – include union dues letters
  • Any slips relating to EI, CERB CRB CRSB CRCB.
  • Investment slips – T3’s T5’s and more – some institutions now require you to print these yourself.  T1135 information must be included.
  • Pension slips including T4A’s, OAS & CPP slips, foreign pension
  • RRSP official receipts & T4RSP official receipts
  • Medical receipts and premiums paid
  • Charitable receipts
  • Childcare receipts
  • Tuition receipts official T2202A
  • Property tax &/or rent receipts
  • Sale of stock or mutual funds and all trading summaries
  • Sale of any property including primary dwelling
  • Installments paid
  • Summary of income and expense for business, rental, T2200, TL2

**Figtree Financial Services will not be responsible for any slips or information not submitted to us.

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