- Slip RL-1, T4, Slip RL-2, T4A, T4...
- RRSP slips, Investments
- Slip RL-4 property tax or municipal and school taxes for property owners
- Slip RL-24 or receipt for babysitters
- Slips for school tuitions and/or total interest paid on student loan
- Notice of assessment 2009 (received in 2010)
- Receipts
for medical fees: co-payment paid by you not covered by private
insurance or RAMQ. Dentist, glasses, contact lenses, massage therapist
and other specialists such as: audiologists, podiatrist, medical labs...
- Maximum deductible RRSP (see notice of assessment 2009 received in 2010)
- Forms filled by your employer if you are asking for work related deductions
- For
building and rental property owners, if we did not produce your RL-4
summary, copies of all RL-4, as well as all expenses related to
building, municipal and school taxes...
FOR OUR NEW CLIENTS ONLY OR IF YOUR SITUATION HAS CHANGED
- 2009 income tax returns if available
- For all your dependents, full names, birth dates and SIN if available
- For
shared custody agreements, court judgments or mediation judgment with
specification related to the custodial agreement and tax implication
- Total of carried forward school fees indicated on notices of assessments from previous years
- Any other related receipts
