Forms & Applications

General items list for Personal income tax

    If you are NEW CLIENT please bring the copy of previous year income tax return.
  • Previous Year Notice of Assessment.
  • Other year re-assessments (if any).
  • Note changes your personal status, such as marriage, separation, birth.
  • T4A(P) – Canada Pension Plan Benefits
  • Pension Income information (pensions from the other countries).
  • T4RIF
  • T4 (employment).
  • T4A (commissions and self-employed; scholarship, bursaries etc.).
  • T4E (employment insurance).
  • T4OAS (old age security).
  • T5 (investment income); T3 (income from trusts).
  • T5007 (worker’s compensation/social assistance payments/contractor’s payments).
  • T5013 (partnership income).
  • T4RSP (retirement savings plan income).
  • Documents related to sale of investments/real estate.
  • RRSP contribution slips.
  • Medical receipts (medical expenses not covered by OHIP; prescription drugs not covered by extended health benefits). Amount of the annual payments towards to group medical benefits.
  • Charitable donation receipts.
  • T2202 from the college or university.
  • Amount of interest paid on the student’s loan.
  • T2200 Declaration of Conditions of Employment (if you have one).
  • TL2 (truck divers).
  • Professional dues/union dues.
  • Details of the foreign property holdings( if any).
  • Carry charges/loan interest (loan must be for income producing purposes).
  • Safety deposit box fees.
  • Professional investment consultant’s fees (if you have investments).
  • Spousal support income/payments.
  • Separation agreement ( if it is the first year).
  • Dependant information (e.g. children; elderly parent; new spouse etc.).
  • Form T2201 (if claiming disability for self or dependant). Disability tax credit claim form completed by doctor, first year or renewal.
  • Child care payments (name of the child care organization, if individual – full name and SIN#).
  • Fitness receipts for the children below 17.
  • Property taxes/rent paid to whom and how much.
  • Moving expenses (if moved more then 40 km for new employment/or for studying in the college or university)
  • Political contribution receipts.
  • Receipts for the use of public transportation.
  • Tax shelter credits such as labour-sponsored venture capital investments.
  • RRSP Homebuyer and education withdrawal information.
  • Tax instalments paid in the year.

General items list for Corporate tax return

    Please have the following information handy in order to speed up process of filing and save our time and your money:
  • Federal Business # assigned by Canada Revenue Agency;
  • Date of Incorporation;
  • Legal Name;
  • Incorporation certificate #;
  • Ontario corporate tax account #;
  • Ontario corporation #;
  • Province incorporated;
  • Type of activities;
  • Physical address and telephone # ( fax #);
  • Mailing address and telephone # ( fax #);
  • Name and address of the director;
  • Name and address of the signing officer;
  • Contact name for this return;
  • Shareholder(s) name(s) and SIN number (s);
  • Federal corporation Notice of Assessment for the last year filed with Canada Revenue Agency;
  • Provincial Notice of Assessment for the last year filed with Ontario Ministry of Finance;
  • Detailed payroll records with the green Payroll Deduction remittances for the year;
  • All GST/HST reports filed for the year;
  • Copies of T2(Federal) and CT23(Provincial) income tax returns for the previous year;
  • Tax installment payments information for the year;
  • Copy of the bank statement for the last month in the taxation year.
  • If you require our bookkeeping services to build up corporate books please bring the following:
    - all bank statements for the year
    - all cancelled cheques
    - all relevant receipts and invoices for income and expenses/ or summary of your expenses and income
  • Additional information might be requested.

General items list for Rental property

Please consider this checklist as a guide to help make the tax season a smooth one. (You should have received all your applicable tax documentation by the end of the March).
  • Address and number of units.
  • Additions to assets.
  • Current UCC of property as of January 1, 2007.
  • Rent per unit.
  • Mortgage interest paid (annual mortgage statement from the financial institution).
  • Property taxes paid.
  • Utilities.
  • Repairs and maintenance.
  • Renovation costs.
  • Other rental expenses.
  • Home insurance.
  • Additional information might be requested.

Self-employed Tax Return (T1)

If you receive payments for products or services you provide and you are not an employee, you may be earning a self-employment income.
The income can be earned from business you operate yourself as a sole proprietorship or with someone else as a partnership.
Business income includes income from any activity you carry out for profit or with reasonable expectation of profit. A business includes:
  • a profession;
  • a calling;
  • a trade;
  • a manufacture;
  • an undertaking of any kind; and
  • an adventure or concern in the nature of trade
Employment income is not business income.
If you are a self-employed, you pay personal income tax on all revenue generated by your business. You also assume all the risks of the business. The risks extend even to your personal property and assets.
Our tax specialists will help you with tax filing and maximizing the eligible deductions and credits you are entitle to.