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Personal Tax Information & Supporting Documents 

Personal Tax Information & Supporting Documents Form

Date of Birth (YYYY/MM/DD)
Year
Month
Day
Marital Status
Do you have children 18 years old or younger?

Tax Slips to Upload

  • T4 slips (from all employers)

  • Other T-slips received, including but not limited to: – T3 (Statement of Trust Income Allocations and Designations) – T4A (Statement of Pension, Retirement, Annuity, and Other Income) – T5 (Statement of Investment Income) – T5007 (Statement of Benefits – e.g., social assistance or workers’ compensation) – T2000 (if applicable) – T2202 (Tuition and Enrolment Certificate) – Any other official tax slips received

Receipts and Supporting Documents:

  • Rent receipts (if applicable)

  • Charitable donation receipts

  • Registered Retirement Savings Plan (RRSP) contribution receipts

  • Out-of-pocket medical expense receipts

Is this your first year in Canada?

If you are unsure whether a document is relevant, please provide it for review. Any additional details can be discussed before filing.

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