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Commonly asked questions
- Complete name as it appears on your SIN card or last notice of assessment;
- Social Insurance Number - SIN; Date of Birth;
- Complete address with postal code; Marital status;
- If you immigrated to Canada or emigrated from Canada during the year, and the date if applicable;
- If you are a Canadian citizen and if you allow CRA to share some info with Elections Canada;
- Dependants information: name, relationship, date of birth, SIN (if applicable), Disability amount (if applicable), Income (if applicable), and Child Care expenses (if applicable);
- Bank account information for direct deposit: branch number, bank institution number, and account number;
- Other relevant information: first time home buyer, Home Buyers' Plan, rent and/or property taxes paid in some provinces, like Ontario (need amount, complete address, number of months lived in the year, name of the landlord or municipality);
- SIN card (copy);
- All your T4s slips - Statements of remuneration paid (your employer will send to you until February 28) and T2202s slips - Education & Textbook Amounts Certificate (your school will send to you until February 28) (copies);
- Child care expenses receipts, Medical expenses receipts, Donation Receipts, and Public transit passes receipts, moving expenses receipts, children arts and fitness activities receipts (copies);
- All other T-slips, example: T3s, T5s, T4A, T4P, etc., and RC62 (copies);
- Self-employment - Statement of Business or Professional Activities - T2125 completed and any other relevant documents (copies);
- Rental Income - Statement of Real Estate Rentals - T776 completed and any other relevant documents (copies);
- Foreign Reporting - if you have foreign property (real estate, investments, shares, etc. of more than CAD$100,000 (market value - value if you would sell it - this is given by you) - Foreign Income Verification Statement - T1135 completed and any other relevant documents, such as, foreign tax return (copies);
- T1013 - Authorizing or Cancelling a Representative completed and signed (copy) (only if it's the first time you have your income tax return prepared by us);
- Engagement Letter - completed, signed and dated (copy).
Child care expenses are amounts you or another person paid to have someone look after an eligible child so that you or the other person could:
- earn income from employment;
- carry on a business either alone or as an active partner;
- attend school under the conditions identified under the Educational program;
- carry on research or similar work, for which you or the other person received a grant.
Official receipts of eligible medical expenses. The taxpayer, a Canadian tax resident, may deduct eligible medical expenses from the taxpayer, spouse, and dependents, paid in any period within 12 months ending at the end of the calendar year of which the income tax refers, or those expenses which were not deducted from the previous tax return.
You can be eligible when:
- you moved and established a new home to work or run a business at a new location; or
- you moved to be a student in full-time attendance in a post-secondary program at a university, college or -other educational institution.
- You moved within Canada.
- You moved from outside Canada to a new work location in Canada.
- You moved from Canada to a new work location outside Canada.
- You moved between two locations outside Canada.
Some taxpayers might think that the term “foreign property” just refers to real estate when it refers to a lot more. Find bellow some examples of specified foreign property:
- Funds held outside Canada;
- A life insurance policy you own from a foreign issuer;
- Interest you own in any offshore mutual funds;
- Any real estate you own held outside Canada;
- Shares you own a foreign company;
- Interest you hold in a non-resident trust;
- Bonds or debentures owned from foreign countries, and;