Income information
- Employment, pension, investment and other tax slips received for the year.
- Self-employment income and expense records where applicable.
- Rental income and expense records where applicable.
Common deductions and credits
- Receipts and supporting documents for deductions or credits you intend to claim.
- Information about eligible dependants and family changes that affect the return.
- Prior-year carry-forward information where relevant.
CRA and prior-return information
- Your most recent Notice of Assessment or Reassessment where available.
- Details of outstanding returns, CRA correspondence or requested adjustments.
Sensitive information
Do not send SIN numbers, identification or tax slips through the public website contact form. Use the document-transfer process provided for your engagement.
General information only
This guide is general information and is not a substitute for advice based on your specific facts.