
Everything You Should Bring to Your Tax Accountant
With tax season just around the corner, most taxpayers should be receiving all their T4s, T3s and T5s over the next coming weeks. While those documents are all obvious to include in your tax preparation, here are a few more items which you might forget to include.
Information Slips
T4 Slips (Employment Incom)
Employment Insurance Benefits (T4e)
Social Assistance Payments (T5007)
Workers' Compensation Benefits (T5007)
Tuition / Education Slips (T2202a)
Old Age Security and CPP Benefits (T4a(OAS), T4a(P))
Other Pensions and Annuities (T4a)
Interest, Dividends, Mutual Funds (T3, T5, T5008)
Receipts (cont'd)
Moving Expenses
Interest Paid on Student Loans
Home-Office Expenses
Exams for Professional Certification
Carrying Charges and Interest Expense
Adoption Expense
​
Receipts
RRSP Contribution Receipts
Public Transit Passes
Charitable Donations
Child Care Expenses
Professional or Union Dues
Tool Expenses
Medical Expenses
Support for Children, Spouse or Common-Law Partner
Other Documentation
Notice of Assessment/Reassessment
Custody Agreementment Documentation
Disability Tax Credit Certificate
Declaration of Conditions of Employment (T2200)
Business, Farm or Fishing Income and Expenses
Automobile/Travel Logbook and Expenses
Rental Income and Expenses
Sale or Deemed Sale of Stocks, Bonds or Real Estate
When meeting with an Advantageous representative, also be sure to bring valid Photo I.D.