What To Bring
Not sure what the Matron needs to do your taxes? Look no further! Below is a list of what is needed to complete the most accurate of returns.
- Your Legal Name
- Date of Birth
Information Needed For ALL Tax Types
- Your Home Address
- Mailing Address (if different)
- Social Insurance Number
- Rent Receipts/Property Tax
- Marital Status
- Spouse/Significant Others Name, Date of Living Together/Wedding, Social Insurance Number & Income Amount
- Names & Date of Births of Dependants
- The Previous Years Tax Return (this way the Matron can inform you on why your return may be different and give tips for the following year)
- Legal Custody Form/Proof Child Lives With You (for divided homes)
- Child Support Payments Made or Recieved
- Spousal Support Payments Made or Received
- T3's
- T4's
- Other Income Not on a T4 (babysitting, tips, royalties, etc)
- T4A's
- T4A(OAS)'s
- T4A(P)'s
- T4E's
- T4PS's
- T4RSP's
- T4RIF's
- T4RCA's
- T5's
- T5007's
- T5008's
- Other Investment Income
- Annual Union or Professional Due's
- Donation Receipts
- Medical Expenses (please click HERE to view medical list)
- Childcare Expenses
Individual Returns
Things You May Have To Include
Employment Expenses
Information Needed
- T2200 Form Signed By Employer
- Gas receipts or mileage book if NOT covered by work
- Amount of KM driven in year (estimate is okay)
- Amount of KM driven for your work
- Meal Receipts due to work travels NOT covered by work
- Hotel Receipts due to work travels NOT covered by work
- Other Travel Expenses NOT covered by work
- Cell Phone Expenses
The Following is if you work from Home:
- Square Footage of home (or number of rooms in home)
- Square Footage of Workspace (or number of rooms you work in)
- Heat Receipts
- Hydro Bills
- Water Bills
- Internet Bills
- Rent
- Maintenance of home (light bulbs, minor repairs, etc)
- Office Supplies (paper, ink cartridges, pens, etc)
- T1223 (for Clergymen)
- TL2 (for Transport & Railway Employees)
Comission Workers Can Also Include:
- Property Tax
- Home Insurance
- Leases on Office Equipment
Employment Expenses
Things You May Have To Include
Small Business Infomration Needed
- Name of Business
- HST number (if registered)
- If you are a sole proprietor or in a partnership (the percentage of your partnership)
- Address of Business
- Date the Business Started
- The Business' Fiscal Year
- Financial Statements (Balance Sheet, Income Statement & Detailed Year End Inventory Statement)
If Unable to Provide Above Financial Statements, Please Provide the Following:
- Income amount
- Accounting & Legal Fee Receipts
- Advertising Expense Receipts
- Business Licenses & Dues
- Insurance Bills
- Interest & Bank Charges
- Maintenace & Repair Receipts
- Meals & Entertainment Receipts
- Office Expense Receipts
- Salaries to Employees (Including Employer Contributions)
- Capital Expense Receipts
- CCA on existing Capital Expenses
- Records on any Capital Expenses sold in year
If Work Out of Home:
- Hydro Bills
- Heat Bills
- Water Bills
- Mortgage Interest
If Used Vehicle for Business
- Year, make & model of vehicle driven for business
- Number of KM driven in year
- Number of KM driven for business
- Gas receipts or log book
- Car Repairs
- Parking Receipts
- 407 Bills Associated with Business
Small Businesses
Things You May Have To Include
