What you need…

1. A 2014 tax return form
2. A copy of completed 2014 income tax return and 2014 Notice of Assessment
3. Social insurance number for attending client and their spouse/common-law partner
4. List of all dependents and birth dates (day, month, year). Social Insurance Number for each dependent (if available)
5. All receipts of income, for example:

• Salary and wages T4
• Statement of Pension, Retirement, Annuity and Other Income T4A (Scholarships)
• Old Age Security T4A (OAS)
• Canadian Pension Plan benefits T4A(P)
• Employment Insurance benefits T4E
• Registered Income Fund income T4RIF
• Registered Retirement Savings Plan income T4RSP
• Interest & Dividend payments T5
• Statement of interest trust T3
• Workman's Compensation/ Social Assistance Payments T5007
• Universal Child Care Benefit Statement RC62
• Working Income Tax Benefit Advance Payments Statement RC210
• All foreign income receipts/statements
• US Social Security Statement (including the year client(s) started collecting)
• All receipts of expense, for example:
• • Property taxes and/or details of total rent paid during the year and all addresses of places of residence during the year and name(s) of landlord
  • Child Care expenses (plus caregiver's Social Insurance Number) - including Form T778
  • Medical expenses
  • Charitable and political donations
  • Child Fitness, arts and other qualifying activity receipts
  • Public transit passes & receipts and electronic payment cards
  • Union or professional dues
  • Tuition fees/ Education amount (T2202/ T2202A)
  • Student loan interest
  • RRSP contributions
  • Disability certificate Form T2201 (if first year of claim or if previous one has expired)
  • Was the disability amount claimed last year? Yes/No

  Other:

• Are you a senior (65+) or non-senior living with a family member who is a senior? Include receipts for permanent home modifications that improve accessibility or help senior be more functional/mobile (e.g. grab bars installed in the shower or bathroom…)
• Details of spouse's income and dependent income
• Date of marriage or separation (if in 2014)
• Details of any alimony and maintenance payments received or paid
• If a new immigrant, date of arrival in Canada
• If first time buyer, details of home purchase