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Tax Consultantion
Get peace of mind with our detailed tax consultation. Our professionals will review your tax history, current situation, and future goals to create your perfect tax strategy.
Personal Income tax
Get peace of mind with our detailed tax consultation. Our professionals will review your tax history, current situation, and future goals to create your perfect tax strategy.
Corporate Income tax
Get peace of mind with our detailed tax consultation. Our professionals will review your tax history, current situation, and future goals to create your perfect tax strategy.
What Documents Do I Need to File Taxes?
Personal Information
Sources of Income
Deductions
Personal Information
Your personal information tells the Canada Revenue Agency (CRA) who’s filing a return, where to contact you, and deposit your tax refund.
• Your name exactly as it appears on your Social Insurance Number (SIN) card
• Date of birth
• Social Insurance Number (SIN)
• Home address
• Copy of last year’s tax return
• Notice of Assessment from last year’s tax return
• Total amount of installment payments made to the CRA
• Personal information of your spouse or common-law partner
• Bank account number and routing number to receive your refund by direct deposit
• Any and all CRA correspondence
         Dependent Information
          If you can claim someone else as a dependent, you’ll need the following information for each person.
• The dependent’s name (as it appears on their Social Insurance card), date of birth, and SIN number
• Personal information of your dependents
• Net income amounts of your spouse and/or child
• Tuition transfer amounts for your spouse and/or child.
Sources of Income
You might receive several different forms documenting the income you received in 2024 (for the return you file in 2025). Some common ones include:
- Employment income (T4)
- Self-employment or business income (T2125, T5013, T4A)
- Investment income from interest, dividends or mutual funds (T3, T5, T5008)
- Rental income and associated expenses (T776)
- Old Age Security and Canada Pension Plan (CPP) benefits (T4A-OAS, T4A-P)
- Income from a pension or annuity (T4A)
- Income from an RRSPor RRIF (T4RSP, T4RIF)
- Employment insurance benefits (T4E)
- Social assistance payments (T5007)
- Workers’ compensation benefits (T5007)
- Any other income that doesn’t have a corresponding slip (e.g. tips)
- RL-1 employment and other income (only applies to Quebec)