Please file out the form with as much information as you can provide. If you are unsure or have any questions include it in additional notes and we will follow up when we are preparing your return.
Every Return filed gets a free consultation with the return and a PDF and Paper copy upon request.
We find these filers mostly have
T4 (Employment Income)
T4E (Employment insurance)
RRSP Contributions Receipt
T4RSP (RRSP Withdrawl/transfer)
T5 (Investment income)
Rental Or Property tax receipts
Staycation Tax Credit NEW! (Accommodations for trips in Ontario)
Direct Deposit Information
Claiming Employment expenses
Form T2200 (Declaration of conditions of employment)
Receipts or log of eligible expenses
Skip/Door Dash/ Instacart Earnings
Log of income & expenses
HST number/ Access Code
A copy of your previous filed return if you filed somewhere else
We recommend Self employed individuals book an in person meeting with our tax specialists.
For first time filers make sure to include that date you arrived here in Canada and the world income earned from the year you arrived. Jan1 - the date you arrive to accurately calculate your benefits.
If your dependent is still back home (Husband, wife, or children) we will need their First/last name, birthdates, and their income for the tax year you are filing.