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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
Other: