Everything You Need for Tax Filing
Comprehensive document checklists tailored to your employment type and income sources. Select your category below to access your personalized document requirements.
Select Your Category
Choose the category that best describes your situation to view required documents
NewComer
Documents for newcomers to Canada
Student
Tax filing documents for students
Employee
View required documents for employees filing their taxes
Self-Employed
Documents for self-employed individuals and freelancers
Driver
Documents for drivers and transportation workers
Rental Income
Documents required for rental income reporting
Property Sale
Documents for property sales transactions
Newcomer to Canada - Document Checklist
Documents to prepare before your tax appointment
- Date you arrived in Canada
- Foreign income and foreign taxes paid
- All T4 and other Canadian tax slips
- Self-employment income and expenses (if applicable)
- Form T2200 (Conditions of Employment) if you worked from home
- Tuition Form T2202A (if you attended school)
- Medical expenses (Jan-Dec)
- Charitable and/or political donations
- RRSP or Spousal RRSP contributions
- Childcare or day-care receipts
- Spousal support paid or received
- Spouse's foreign income (if non-resident)
- T5008 (Securities Transactions) for capital gains/losses
- Summary of interest paid to broker or credit line
- Prior-year Notice of Assessment (NOA)
- CRA correspondence or installment summaries
- RRSP, donation, tuition, childcare, and medical receipts
- Proof of foreign taxes paid or income earned abroad
Student - Document Checklist
Documents to prepare before your tax appointment
- T4 and other employment slips
- T4A (scholarships or bursaries)
- Tuition Form T2202A
- Receipts for eligible medical expenses
- RRSP or Spousal RRSP contributions
- Rent or property tax receipts
- Donation receipts
- Childcare expenses
- Spousal support records
- Foreign income (if any)
- T5008 (Securities Transactions)
- Broker interest summary
Employed (Including Commission Income) - Document Checklist
Documents to prepare before your tax appointment
- T4 slips from all employers
- Form T2200 (Conditions of Employment) for work-from-home claims
- List of employment expenses supported by T2200
- Medical expense receipts (net of insurance)
- RRSP and donation receipts
- Rent or property tax details
- Childcare or day-care receipts
- Spousal support documents
- Tuition Form T2202A (if applicable)
- Foreign income records
- T5008 (Securities Transactions)
- Broker or credit interest summary
Self-Employed / Business Income - Document Checklist
Documents to prepare before your tax appointment
- Annual sales summary or invoices
- T4 slips (for other income)
- Business expenses:
- Materials, tools, equipment purchased
- Contractor or subcontractor payments
- Employee wages and benefits
- Vehicle logs, fuel, repairs, insurance
- Phone, internet, and office rent
- Advertising, insurance, storage costs
- RRSP, donation, medical, and childcare receipts
- Foreign income (if applicable)
- T5008 (Securities Transactions)
- Broker interest summary
Rideshare Driver (Uber, Lyft, Taxi) - Document Checklist
Documents to prepare before your tax appointment
- Annual earnings summary from Uber, Lyft, or taxi company
- Any T4 employment slips
- Vehicle and business expenses:
- Vehicle purchase or lease documents
- Uber/Lyft income and fee statement
- Fuel, maintenance, and repair bills
- Phone and internet bills
- Vehicle insurance
- GST/HST number and access code (if registered)
- RRSP, donation, medical, and childcare receipts
- Spousal support records
- T5008 (Securities Transactions)
- Broker interest summary
Rental Income - Document Checklist
Documents to prepare before your tax appointment
- Full address and ownership details
- Statement of adjustment (for new purchases)
- Total rent collected this year
- Appliance purchases or capital improvements
- Property expenses:
- Property tax and insurance
- Mortgage interest only
- Repairs and maintenance
- Real estate commissions and management fees
- Condo fees (if applicable)
- Utilities (if paid by landlord)
- Advertising or travel expenses
- T5008 (Securities Transactions)
- Broker interest summary
Sale of Property (Residential or Commercial) - Document Checklist
Documents to prepare before your tax appointment
- Statement of adjustment for purchase and sale
- Financing or mortgage cost details
- Renovation and improvement receipts
- Real estate commission statement
- Utilities paid while vacant
- If rented part-year:
- Rent collected
- Property tax, insurance, and interest
- Repairs, management fees, commissions
- Condo fees and utilities
- Advertising and travel expenses
- T5008 (Securities Transactions)
- Broker interest summary