Personal Tax Checklist

You only need to share applicable documents — please skip anything that doesn't apply to you.

Brookside Professional Services

Phone: +1-604-400-4141 | Email: brooksideprofessional@gmail.com | Web: brooksideprofessional.ca

Personal Tax Checklist You only share applicable documents — please skip anything that doesn't apply to you. Share documents by email or Google Drive / iCloud / OneDrive to: brooksideprofessional@gmail.com — include your basic info (name, SIN, phone, address)

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You only share applicable documents — please skip anything that doesn't apply to your situation. If you're unsure about an item, feel free to reach out and we'll help you decide.

📎 Share your documents by email or add them to a Google Drive, iCloud, or OneDrive folder and share it to brooksideprofessional@gmail.com — along with your basic info (name, SIN, phone number, and current address).

Have a CRA My Account? If not — provide last year's Notice of Assessment

Slips

12 items

T4 slips (Employment income)

Employment insurance benefits (T4A or T4E)

Repayments of COVID-19 benefits

Interest, dividends, mutual funds (T3, T5, T5008)

T2202 Tuition and Enrollment Certificate

Old Age Security and CPP benefits (T4A-OAS, T4AP)

Other pensions and annuities (T4A)

Social assistance payments (T5007)

Workers' compensation benefits (T5007)

Advance Canada Workers Benefit (CWB) payments (RC210)

All other information slips

T4FHSA First Home Savings Account Statement

Receipts

20 items

RRSP contribution receipts

Support for a child, spouse or common-law partner

Professional or union dues

Tool expenses (Tradespersons & apprentice mechanics)

Office-in-home expenses

Other employment expenses

Teacher's school supplies

Medical expenses

Home renovations (seniors and disabled)

Multigenerational home renovation tax credit

Charitable donations

Political contributions

Child care expenses

Adoption expenses

Moving expenses

Interest paid on student loans

Carrying charges and interest expenses

Exams for professional certification

Digital news subscription

Labour Mobility Deduction for Tradespeople

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Once you have your documents together, book a free consultation and we'll take it from there.

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Personal Tax Checklist

Slips

Receipts

Other Documentation

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