Personal
Taxes

 

 Information to Provide for Each Year

Please note the CRA Forms links provided below are there to assist you in preparing your information for us.
If you write totals on these, this will provide additional efficiencies and save on fees.

In addition to completing the above questionnaire, please provide any of the following, which apply to this tax year:

  • If you had any investments:  Your gain/loss report and monthly/annual broker statements

    • We need to know dividend and interest income, Canada Savings Bond income, return of capital, investment expenses such as interest charges or fees, purchases or sales of investments, and if any of your investments de-listed or became otherwise worthless.

  • If you sold and/or purchased any real estate:  All related legal documents

  • If you moved:  Moving expenses (must meet certain criteria) - CRA form T1M

  • If you paid or received any alimony or child maintenance:  Indicate amounts

    • Even when not included in or deducted from income, CRA requires these amounts to be reported.

  • RRSP contributions and/or withdrawals

  • Annual union or professional dues

  • Tuition fees for yourself or your dependants

  • Medical receipts and details of significant disabilities.

    •   If you have a dependant person with disabilities and limited income, you may qualify for deductions, credits, subsidies or benefits.

  • Donation receipts

  • Child care expenses

  • Income tax installment payments

  • If you are claiming employment expenses: 

    • Employment expenses - CRA form T777

    • You may be able to claim 100% of the capital cost allowance on zero-emission vehicles.  Eligible vehicles must be acquired after March 18, 2019, and become available for use before 2024.

  • If you are self-employed:

    • If you sell via the internet, CRA requires you to provide a list of your websites along with the annual revenues for each site.

    • You may be able to claim 100% of the capital cost allowance on zero-emission vehicles.  Eligible vehicles must be acquired after March 18, 2019, and become available for use before 2024.

    • Business income - CRA form T2125

    • Rental income - CRA form T776

    • Farm income - CRA form T2042