Things to Bring

Personal Return

Personal IdentificationSocial Insurance Number (SIN), Mailing address, Date of Birth,Telephone number and Email Address
Tax CreditsTuition Receipts (T2202), Donation Slips, Medical Receipts, etc
Income SlipsT4, T4A, T4E, T4 RSP, T4A (Old Age Security – OAS), T4A (Pension – P) , T3, T5, T5007, etc
Tax Deduction ReceiptsRent Receipt, RRSP, Child Care, Moving Expense, Union Dues, etc
Dependant DetailsName, Date of Birth, Social Insurance Number (SIN) and Net Income
Specialty Deduction ClaimsEmployment Expenses and many more
Work From Home (WFH) during pandemic1. T2200 Detailed Form (Filled by the Employer)
2. T2200S (Filled by the Employer)
3. Temporary Flat Rate Method
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 ExpensesBusiness Related Purchases, Vehicle, Travel, Telephone, Offices Expenses, etc
Details of IncomeIncluding GST Collected
Details of OwnershipPartnership, Proprietary, etc
Vehicle Log BookBusiness Use
Capital AssetsUsed for Business Purposes

Tax Deadlines

Personal Tax ReturnApril 30
Personal Tax Return with Self-Employment IncomeJune 15
Payment of Tax OwingApril 30
RRSP ContributionsMarch 1 (Feb. 28 or 29)
Corporate Tax – Private Corporations6 months from financial year end
Payment of Corporate Tax Owing2 months from financial year end

Rental Receipt