- Income tax checklist
- T183 signed for each tax filer & print name at top
- CRA notice of assessment for last year’s return
- Employment slips – T4’s etc – include union dues letters
- T4E – were you on EI in 2018. You must print this off their website.
- 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 available on school website
- 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 meal info or logbooks
- Please indicate all personal changes. These details affect the credits you may be entitled to. — current phone number, marital status change, new additions, address change, email
**Figtree Financial services will not be responsible for
Any slips or information not submitted to us.