Documents Needed

Government Slips

Slip Required for
TL2 Claim for MEALS AND LODGING EXPENSES
T3 Statement of TRUST INCOME ALLOCATIONS AND DESIGNATIONS
T5 Statement of INVESTMENT INCOME
T4 Statement of REMUNERATION PAID (Pay)
If a T4 has not been issued please bring your pay stubs .
T4A  Statement of PENSION, RETIREMENT, ANNUITY, AND OTHER INCOME
T4A(P) Statement of CANADA PENSION PLAN BENEFITS
T4(OAS) Statement of OLD AGE SECURITY
T4E Statement of EMPLOYMENT INSURANCE AND OTHER BENEFITS
T4RIF Statement of INCOME FROM A REGISTERED RETIREMENT INCOME FUND
T4RSP Statement of RRSP INCOME
RRSP – Registered Retirement Savings Plan Contributions
T5007 Statement of BENEFITS
Workers’ compensation benefits; Social assistance payments or provincial or territorial supplements
T2202A TUITION, EDUCATION, AND TEXTBOOK AMOUNTS Certificate
T2200 Declaration of CONDITIONS OF EMPLOYMENT
T2201 DISABILITY TAX CREDIT Certificate
RC210 WORKING INCOME TAX BENEFIT ADVANCE PAYMENTS Statement
RC62 UNIVERSAL CHILD CARE BENEFIT Statement

Receipts for

  • Child Expenses
    • Child Care
    • Child Support
    • Children’s Arts
    • Children’s Fitness
    • Adoption
    • Interest Paid on Student Loans
  • Donations
    • Political
    • Charitable Organizations (up to 5 years)
  • General Expenses
    • Carrying Charges
    • Interest paid to Earn Investment Income
    • Spousal Support
    • Interest Paid on Student Loans
  • Medical Expenses
    • Dental
    • Doctors
    • Glasses (eye wear)
    • Medical Insurance Premiums
    • Prescriptions
  • Property Expenses
  • Rental Property
    • Income
    • Taxes
    • Expenses
  • Safety Deposit Box Expenses
  • Trade or Business Expenses
    • Tools for Tradesperson
    • Union Dues or Professional Fees
    • Workspace-in-Home Expenses
  • Transportation Expenses
    • Automobile
    • Moving
    • Public Transit
    • Travel

Supporting Documentation

  • Other income and expenses such as for Business or Professional work
  • Canada Revenue Agency
    • Correspondence
    • Letters
    • Notices
  • Court Orders
  • Death Certificates
  • Northern Residence Deduction
  • Notice of Assessment and Re-Assessment of last year
  • Sales and Purchases of investments (stocks, bonds or real estate)
  • Separation agreement
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