Personal Tax Information & Supporting Documents Form

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

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