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Tax Document Checklist

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Integrow CPA Ltd.

Document checklist: Personal (T1)

For employees, retirees, investors and landlords filing a personal return.

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About you

SIN and date of birth for you, your spouse or partner, and dependants
Last year's Notice of AssessmentNew clients only. Available in CRA My Account.
Changes this year: marital status, address, new dependants
Direct deposit details, if not already set up with CRA

Income slips

T4 slips from each employer
T4A slips (pension, fees, scholarships, other income)
T4E for Employment Insurance benefits
T4A(P) and T4A(OAS) for CPP and Old Age Security
T5, T3 and T5008 slips for investment income and sales
T4RSP or T4RIF for RRSP or RRIF withdrawals
Foreign income and foreign tax paid
Rental income and expensesRent received, mortgage interest, property tax, insurance, repairs.

Deductions and credits

RRSP contribution receiptsInclude contributions made in the first 60 days of this year.
FHSA contribution slips (T4FHSA)
Child care receipts
Medical and dental receipts not covered by insurance
Charitable donation receipts
Tuition slips (T2202)
Support payments made or received, with the agreement
Home office: T2200 from your employer and your home expenses
Moving expenses, if your move brought you at least 40 km closer to a new job or school
Interest paid on loans used to invest

Property and other

Details of any home or property sold this year
Foreign property costing over $100,000 in totalNeeded for the T1135 form.
Tax instalments paid to CRA this year

This is a general list. Not every item applies to everyone, and we will confirm what we need at your first meeting.

Got everything together?

Upload your documents through our encrypted client portal. Please don't send tax slips or financial files by email.

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Integrow CPA Ltd. provides accounting, tax, and advisory services grounded in integrity and focused on sustainable growth. We help individuals and businesses navigate complexity with clarity and confidence.

Chartered Professional

Accountant • BC, Canada

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