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  • Get access to CRA My Account / provide Notice of Assessments and Reassessments received in the last year
  • T4 slip(s) – including T4A, T4AP, T4OAS
  • T3 slip(s)
  • T5 slip(s)
  • T5013 slip(s)


  • Medical expenses: to ensure you have all receipts we highly recommend that you contact the following common sources of medical expenses and request a summary of your charges and payments for 2023:
    • Pharmacy
    • Health insurance company / group benefits plan
    • Dentist
    • If the summaries are not available please send the individual receipts


  • Charitable donation receipts
  • Moving expense receipts
  • RRSP slip(s)
  • Union dues’ receipt(s)


  • If you worked from home, a detailed expense worksheet including:
    • square footage: total and used for business
    • summary of household receipts
    • receipts for office equipment purchases


  • Child care expense receipts
  • Tuition receipt (T2202A)
  • Gain/Loss summary
  • Information for foreign investments
  • Employment expenses (including T2200)


  • Documentation for any real estate sale(s) including a primary residence


Summaries of:

  • Rental income and expenses
  • Business income and expenses
  • Farming income and expenses