FILE TAX NORTH & WEST VANCOUVER

CPA_accountantPersonal Income Tax

Checklist what to bring to your accountant.

  • ☐ Copy of last year Tax Return, if not prepared by our office
  • ☐ Notice of Assessment from CRA
  • ☐ Legal names, SIN and birthdays for all family members
  • ☐ Employment Income – T4 slips
  • ☐ Investment Income –  T3 / T5
  • ☐ All other slips: T4E, T4A, T5018, T5013, T4A-AOS, T5007
  • ☐ RRSP contribution slips
  • ☐ Tuition receipts – T2202A (sample form from CRA website)
  • ☐ Medical expenses receipts
  • ☐ Child care expenses
  • ☐ Donation tax receipts
  • ☐ Details relating to child support, spousal support
  • ☐ Details relating to Purchase and Sale of Real Estate, including principal residence ((in your format or please email us to get Checklist)
  • ☐  Form T2200 Declaration of condition of employment, signed by Employer (sample from from CRA website)
  • ☐ Employment Expenses (in your format or please email us to get Checklist: OLGA@LCPA.CA)
  • ☐ Rental Income and expense records (in your format or please email us to get Checklist: OLGA@LCPA.CA)
  • ☐ Business Income and Expense records, Self-Employed Income and Expenses,  including home office usage and automobile (in your format or please email us to get Checklist: OLGA@LCPA.CA)
  • ☐ Foreign Income slips
  • ☐ Assets outside Canada over $100,000

FOR more details to file tax or get CHECKLIST to prepare for tax filing please contact our office 604-719-5202 or email: OLGA@LCPA.CA

Tax Services North Vancouver, Tax Services West Vancouver

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