Checklist

• SIN

• Name

• Date of Birth

• Address

• Phone No. & Email

• Marital Status

• Residency Status

• Dependant's Info

• T4*

• T4A*

• T4A(P)*

• T4A(OAS)*

• T4E*

• T4PS*

• T4RSP*

• T4FHSA*

• T4RIF*

• T3*

• T5*

• T5007*

• T5008*

• T5013*

• RC210*

• Rental Income & Expenses (T776)**

• Capital Gains/Losses (Sale of Shares, Real Property, Crypto-assets etc.)**

• Self Employed Income & Expenses (T2125)**

• Spousal Support Payments Received*

• RRSP Contributions Slips*

  • • Remaining of the Year (Mar 4 to Dec 31, 2025)

    • First 60 Days of the Year (Jan 1 to Mar 2, 2026)

• First Home Savings Account Contributions (T4FHSA slip)*

• Donation Receipts*

• Federal & Provincial Political Contribution*

• Union Dues*

• Professional Liability Insurance*

• Child Care Expenses*

  • • Day Care/ Baby-sitting Expenses

    • Expenses to Find Private Baby Sitter

    • Children School Lunch Fees

    • Children Preschool Registration & Fees

• Medical Expenses*

  • • Prescriptions (Request Annual Statement from Pharmacy)

    • Medical Insurance Premiums Paid

    • Medical Insurance Premiums deducted from Salary (Bring Last Paystub of 2025)

    • Medical Expenses Outside of Canada Incl. Travel Expenses

    • Dental & Optical Expenses

• Disability Tax Credit (T2201)*

• Disability Support Equip & Attendant Care Exp*

• Caregiver Amount for Infirm Dependants*

• Eligible Dependant - Child/Parent/Grandparent*

• Student Loan Interest*

• Tuition Fees paid*

  • • Canadian Institution (T2202)

    • Recognized Institutions Outside Canada (TL11)

• Employment Expenses (T2200)**

  • • Vehicle Used for Employment

    • Work From Home - Office Expenses

    • Advertising to earn Commission Income

• Temporary Relocation Expenses (for Tradesperson)**

• Long-haul Truck Driver Meal Expenses (TL2)**

• Handyman Tools**

• School Supplies (For Teachers)*

• Moving Expenses**

  • • Travel & Meal Expenses

    • Transportation & Storage of Household Items

    • Temporary Living Expenses

    • Cost of Cancelling the Lease of Old Home

    • Cost of Selling Old Home (Realtor, Legal Fees etc.)

    • Cost of Buying New Home (Legal & Title Transfer Fees)

    • Vehicle Inspection & Registration in New Province

• Northern Zone Residents**

  • • Residency Deduction

    • Expenses for Medical Trips

    • Expenses for Non-medical Trips (Max 2 Trips)

• Renovation Expenses (Seniors & Persons with Disability)**

  • • To Make Home Accessible

    • To Create a Secondary Unit

• First Time Home Buyer**

• Split Pension Income with Spouse (T1032)**

• Adoption Expenses**

• Spousal Support Payments*

• Volunteer Firefighters / Search & Rescue Volunteers*

• Digital News Subscription Expenses*

• Investment Loan Interest*

• Investment Management Fees*

• Repayments Made*

  • • Salary/Wages

    • Wage Loss Insurance Benefits

    • CPP Benefit Received in Previous Years

    • Covid-19 Benefits

    • EI Benefits

    • Old Age Security

• Legal Expenses Paid**

  • • Appeal a Tax Assessment

    • Collect Salary/Wages

    • Collect or Increase Support Payments

    • Collect Retiring Allowance or Pension

   *Included in Basic Fees

 **Additional Fees will Apply

(E. & O.E)