Prepare For Your Appointment

Use this checklist to assemble your documents and information to prepare for your tax appointment or mail-in submission.

Your completed Deductions Workbook*. All your business expenses should be categorized and totalled as best you can.

The last tax return you filed. This is only required of new clients. If you filed with Personal Tax Advisors last time, we have a copy of your return here.

Your last Notice of Assessment (NOA). Only required of new clients, or if your last return was amended by the Canada Revenue Agency. This is the letter the Canada Revenue Agency sends you after you file. It’s usually printed on blue paper. The tax year it refers to is shown at the top in a box.

Any subsequent letters you’ve received from the Canada Revenue Agency.

T-slips for the year. This includes T4s, T4As, T3s, T5s, etc. Note: don’t panic if you can’t find these. We can obtain them for you from the Canada Revenue Agency.

RRSP receipts for the year. Remember that any RRSP contributions made within the first 60 days of a year belong to the previous year’s taxes. I.e., if we’re doing your 2015 tax return, remember to bring your RRSP receipt from February of 2016.

Total medical expenses not reimbursed by insurance. We may not need to use these, but they’re good to have just in case.

Charitable donation receipts.

Spouse’s income for the year. An estimate is sufficient. However, if your spouse has already filed his or her taxes, please bring his or her tax return.

A cheque or cash. We can also take Interac email transfers, but we don’t take credit cards. Mail-in returns will be invoiced when materials are received.

 

* Applies to self-employed clients only. Be sure to email your Deductions Workbook ahead of time, especially if you’re new to this.