Personal Return
| Personal Identification | Social Insurance Number (SIN), Mailing address, Date of Birth,Telephone number and Email Address |
| Tax Credits | Tuition Receipts (T2202), Donation Slips, Medical Receipts, etc |
| Income Slips | T4, T4A, T4E, T4 RSP, T4A (Old Age Security – OAS), T4A (Pension – P) , T3, T5, T5007, etc |
| Tax Deduction Receipts | Rent Receipt, RRSP, Child Care, Moving Expense, Union Dues, etc |
| Dependant Details | Name, Date of Birth, Social Insurance Number (SIN) and Net Income |
| Specialty Deduction Claims | Employment Expenses and many more |
| CERB / CRB | T4A, T4E |
| EI | T4E |
| Work From Home (WFH) during pandemic | 1. T2200 Detailed Form (Filled by the Employer) 2. T2200S (Filled by the Employer) 3. Temporary Flat Rate Method Eligibility: a. Worked more than 50% of the time from home for at least 4 consecutive weeks. b. Could receive $2.00/day up to $400.00. |
| Prior Year Tax Return/Notice of Assessment |
Business /Self-Employment Return
| Detailed Break-Up of Expenses | Business Related Purchases, Vehicle, Travel, Telephone, Offices Expenses, etc |
| Details of Income | Including GST Collected |
| Details of Ownership | Partnership, Proprietary, etc |
| Vehicle Log Book | Business Use |
| Capital Assets | Used for Business Purposes |
Tax Deadlines
| Event | Deadline |
| Personal Tax Return | April 30 |
| Personal Tax Return with Self-Employment Income | June 15 |
| Payment of Tax Owing | April 30 |
| RRSP Contributions | March 1 (Feb. 28 or 29) |
| Corporate Tax – Private Corporations | 6 months from financial year end |
| Payment of Corporate Tax Owing | 2 months from financial year end |