ax time does not need to be stressful!
Organizing your documents prior to meeting with our tax specialists is as easy as reviewing the following lists of the most common information slips required to complete your personal tax return and take advantage of deductions available to minimize your taxes payable.
This is just a guideline, our tax specialists at Muia Consulting will review your individual situation and advise on areas you may be missing valuable deductions.
Slips☐ T4 slips (Employment income) ☐ Employment insurance benefits (T4E) ☐ Interest, dividends, mutual funds (T3, T5, T5008) ☐ Tuition / education receipts (T2202A) ☐ Universal Child Care Benefit (RC62) ☐ Old Age Security and CPP benefits (T4A-OAS, T4AP) ☐ Other pensions and annuities (T4A) ☐ Social assistance payments (T5007) ☐ Workers’ compensation benefits (T5007) ☐ All other information slips |
Receipts☐ RRSP contribution receipts ☐ Support for a child, spouse or common-law partner ☐ Professional or union dues ☐ Tool expenses (Tradespersons & apprentice mechanics) ☐ Medical expenses ☐ Transit pass receipts ☐ Charitable donations ☐ Political contributions ☐ Child care expenses ☐ Adoption expenses |
Other documentation☐ Notice of Assessment/Reassessment ☐ Canada Revenue Agency correspondence ☐ Sale or deemed sale of stocks, bonds or real estate ☐ Northern residents’ deductions receipts ☐ Rental income and expense receipts ☐ Business, farm or fishing income/expenses ☐ Automobile / Travel logbook and expenses ☐ Disability Tax Credit Certificate ☐ Business, farm or fishing income/expenses ☐ Automobile / Travel logbook and expenses ☐ Disability Tax Credit Certificate ☐ Declaration of Conditions of Employment (T2200) ☐ Volunteer Firefighters certification ☐ Custody Arrangement documentation ☐ Other _____________ |
☐ Children’s arts and sports programs
☐ Moving expenses ☐ Interest paid on student loans ☐ Carrying charges and interest expenses ☐ Office – in-home expenses ☐ Exams for professional certification |
Once you have your documents organized call us at 647-793-0541 to schedule an appointment
