Personal Tax Filing Checklist

Please take a few minutes to go through the following instructions before you start filling our forms. 

  • If you are new to us, please download and use the Personal Information Form.
  • If you have real estate rental income, please use our Rental Expense Form. If you have multiple rental properties (different addresses), please duplicate the form to suit your need.
  • If you are self-employed income (T4A), please use our Self-employed Expense Form. If you have multiple incomes sources, please duplicate the form to suit your need.
  • Please don’t fill the form on your mobile device.
  • On your Windows or Mac computer, please do not fill the form directly on the browser as such way you cannot save the content you have filled.
  • On your Windows or Mac computer, when the form is showing up in your browser, please download it to your local drive and then use Adobe Acrobat to fill it and save the content you have filled.
  • Please email your filled form back to us at
  • Please note our job is not simply moving the numbers from the forms you have filled to the tax returns; instead, we integrate the tax optimization and tax planning into the process as well as our effort to reduce the risk of your tax returns being audited by CRA.
  • After our accountants have worked on your tax return based on the information you provided, they will email you the PDF copy of the tax return draft.
  • There will be a phone or email discussion between you and our accountants to discuss the details of your tax filing.
  • Based on your feedback and questions, our accountants will update your tax return forms and re-send you the PDF for your further review.
  • Upon approval of both you and our accountants, we will email you the signature page to finalize your tax returns. Please refer to this page to check how to use your phone to sign on PDF files.
  • We will email you our service invoice and ask you kindly send us your e-transfer payment.
  • We will e-file your return to CRA once we have received your signatures and your payment to our services.
  • We will email you the tax filing receipt from CRA.

Documents Preparation Checklist

When you have…Please submit to us…
T4/T4A incomeAll T-slips
T3/T5/T5008 incomeAll T-slips
Pension incomeAll T-slips
OAS income
All T-slips
EI income
All T-slips
Other incomes
All T-slips
May get refund but you haven’t provided CRA with your direct deposit information Institution # (3-digits)
Branch # (5-digits)
Account #
Bought RRSP RRSP Contribution Slips
Own a property Total property tax paid last year
Rent to live Address + rent $$ months of residence + landlord’s name
Sold a primary residence property Address, year of purchase, years of residence, sale price, ownership percentage
Sold an investment property Address, year, price and cost of purchase, FMV when changing the purpose of use
Paid tuition T2202A
Student loan Interest paid
Childcare expenseChildcare receipt(s)
Membership of professionalism Payment receipt(s)
DonatedDonation receipt(s)
Foreign property > $100,000 Ask us for the T1135 form
Foreign salary income Pay stubs with tax statements
Bought a property the first time Closing date & address
Change in marital status Date of marriage or divorce
Formally separated Agreement of separation
Divorced or Separated, with children Child support paid or collected
Someone needs caregiving T2201 with medical doctor’s signature
Moved to accommodate new job Moving expense
You are first-year filerYour immigration landing date
You filed tax return beforeT1 General from previous year’s return