Documents
Documents Required For Tax Filing
If you are an Employee
- T4s and all other Tax slips (if applicable)
- T2200 from employer if working from home
- T2202 tuition form, if applicable
- Charitable and / or political donations receipts
- RRSP / spousal RRSP contribution
- Childcare / day care expenses
- Spousal support payments paid or received
- Medical expenses personally paid, net of any insurance coverage
- Foreign income if applicable
If You Trade Stocks
- T5008 for capital gain calculations
- Summary of interest paid to broker or any line of credit
Documents Required For Tax Filing
If you are self-employed
- Annual revenue from business
- Business expenses (only those that apply to you):
- T4s and all other Tax slips (if applicable)
- Purchase of material
- Purchase of vehicle, tools, computers etc.
- Subcontractor fee
- Employee wages
- Vehicle expenses
- Fuel costs
- Repair and maintenance
- Telephone and internet
- Insurance
- Office rent
- Advertising
- Storage costs
- Purchase
- Medical expenses personally paid, net of any insurance coverage
- Charitable and / or political donations
- RRSP / spousal RRSP contribution
- Childcare / day care expenses
- Spousal support payments paid or received
- Foreign income if applicable
If You Trade Stocks
- T5008 for capital gain calculations
- Summary of interest paid to broker or any line of credit
Documents Required For Tax Filing
If you earn commission income
- T4s from all jobs or commission and other Tax slips if applicable
- T2200 Form, if applicable
- Detail of expenses as per T2200 form
- Medical expenses personally paid, net of any insurance coverage
- Charitable and / or political donation receipts
- RRSP / spousal RRSP contribution
- Property tax or rent paid annually
- Childcare / day care expenses
- Spousal support payments paid or received
- T2202 tuition form, if applicable
- Foreign income if applicable
If You Trade Stocks
- T5008 for capital gain calculations
- Summary of interest paid to broker or any line of credit
Documents Required For Tax Filing
If you are an Uber, Lyft or taxi driver
- Annual revenue from Uber, Lyft, Taxi, etc.
- Business expenses (only those that apply to you):
- T4s and all other Tax slips (if applicable)
- Purchase of vehicles
- Uber/Lyft annual tax summary showing income and fees
- Fuel costs
- Repair and maintenance
- Telephone and internet
- Vehicle Insurance
- Medical expenses personally paid, net of any insurance coverage
- Charitable and / or political donations
- RRSP / spousal RRSP contribution
- Property tax or rent paid annually
- Childcare / day care expenses
- Spousal support payments paid or received
- T2202 tuition form, if applicable
- Foreign income if applicable
- GST/HST number
If You Trade Stocks
- T5008 for capital gain calculations
- Summary of interest paid to broker or any line of credit
In case of multiple properties, detail required for each property separately.
If you have Rental Income
- Complete address of rental property
- Ownership – single, with spouse or other partners
- Statement of adjustments (only for new purchase in this year)
- Annual rent revenue
- Purchase of any appliances
- Utilities, if paid by landlord
- Advertising
- Travel expenses
- Property tax
- Home Insurance
- Mortgage interest only (not principal)
- Repair and maintenance
- Commission paid to real estate agent
- Management fee
- Condo fee, if applicable
If You Trade Stocks
- T5008 for capital gain calculations
- Summary of interest paid to broker or any line of credit
Documents Required For Tax Filing
If you Sold a Residential or Commercial property this year
- Statement of adjustments for purchase
- Cost of mortgage borrowing or financing charges
- Purchase of appliances or major renovation done at time of purchase
- Statement of adjustments for sale
- If property was rented for partial year:
- Real estate commission paid for sale
- Renovation done to make property ready for sale
- Utilities paid while property was vacant for sale
- Total rent collected
- Purchase of any appliances
- Property tax
- Home Insurance
- Mortgage interest only (not principal)
- Repair and maintenance
- Management fee
- Commission paid to real estate agent
- Condo fee, if applicable
- Utilities, if paid by landlord
- Advertising
- Travel expenses
If You Trade Stocks
- T5008 for capital gain calculations
- Summary of interest paid to broker or any line of credit
Documents Required For Tax Filing
If you are a Student
- T4s and other Tax slips if applicable
- T4A scholarship or bursaries received
- Tuition form T2202
- Medical expenses
- Charitable and / or political donations
- RRSP / spousal RRSP contribution
- Property tax or rent paid annually
- Childcare / day care expenses
- Spousal support payments paid or received
- Foreign income if applicable
If You Trade Stocks
- T5008 for capital gain calculations
- Summary of interest paid to broker or any line of credit
Documents Required For Tax Filing
If you are a Newcomer to Canada
- Date of entry to Canada
- Foreign income and foreign taxes paid
- T4s and other Tax slips if applicable
- Revenue and all expenses if you are self employed
- T2200 from employer if working from home
- Tuition form T2202, if applicable
- Medical expenses (Jan – Dec)
- Charitable and / or political donations
- RRSP / spousal RRSP contribution
- Childcare / day care expenses
- Spousal support payments paid or received
- Spouse’s fForeign income (if your spouse is a non-resident of Canada)
If You Trade Stocks
- T5008 for capital gain calculations
- Summary of interest paid to broker or any line of credit
