Documents list – 123 TAX PRO

LIST OF DOCUMENTS FOR PERSONAL INCOME TAX

INCOME INFORMATION

T4 – Employment income
T4A – Self-employment income, commissions, pensions, grants, scholarships
T4A-P – Canada Pension Plan (CPP) benefits
T4A-OAS – Old Age Security (OAS) benefits
T4 FHSA – First Home Savings Account
T3 – Investment income
T5 – Investment income
T5007 – Social assistance, Workers’ Compensation (WSIB)
T5008 – Investment transactions (stocks, crypto)
T4E – Employment Insurance (EI) benefits
T5018 – Statement of Contract Payments (construction industry)
RC210 – Advanced Canada Workers Benefit
Details of foreign income
Uber / Lyft statements

FOR STUDENTS

T2202A – Tuition receipt, which can be found in your college/university student portal
T4A – Grants and scholarship income
Student loans through OSAP
Receipts from schools/colleges that do not issue a T2202A

FOR SELF-EMPLOYED

Bank statements
Credit card statements
Invoices
Business-related expenses
Purchase of materials for your business
Office supplies
Advertising and promotion
Meals and entertainment
Telephone
Internet
Bank fees
Salaries paid to employees
Employee benefits
Insurance
Storage or office rent
Professional services
Utilities (electricity, water, etc.)
Subcontractors (please provide invoices with company/person name, address, contact
information, HST, SIN, ITN, TTN)
Vehicle expenses for self-employed
Gasoline
Insurance
Parking
407 ETR
Repairs and maintenance
Licensing
Vehicle or equipment purchase or lease documents
Total kilometers driven during the year
Business-use kilometers
Home expenses for self-employed individuals
(for those who work fully or partially from home)
Rent
Annual mortgage statement showing interest paid
Home insurance
Property tax
Heating
Electricity
Maintenance and repairs
Total home area (square feet)
Workspace area (square feet)

DO YOU RECEIVE FOREIGN INCOME?

If yes, please inform us of the amounts of income (rent, interest on investments, services provided, etc.) as well as foreign taxes paid. If you still pay your income tax in a foreign country, submit your income tax.

FOR THOSE WORKING FROM HOME MORE THAN 50% OF THE TIME

T2200 – Declaration of Conditions of Employment, properly completed and signed by the employer

Spreadsheet summarizing totals for the following expenses:

o Rent
o Annual mortgage statement showing interest paid
o Home insurance
o Property tax
o Heating
o Electricity
o Maintenance and repairs
o Total home area (square feet)
o Workspace area (square feet)

FOR THOSE RECEIVING RENTAL INCOME

 Property address
 Purchase price
 Number of units in the property
 Percentage of personal use
 Total rental income received
 Annual mortgage statement showing interest paid
 Property insurance
 Repairs and maintenance
 Total electricity paid
 Total heating paid
 Total water paid
 Property tax
 Professional services

DO YOU HAVE A HOME, WHERE DO YOU RECEIVE RENTAL INCOME? IF SO:

• Property address:
• Purchase price:
• How many units the house has:
• % Personal use:
• Income received:
• Annual mortgage statement showing the amount of interest paid
• Home insurance
• Repairs and maintenance
• Water, electricity bills, etc. •Advertising
• Interest and bank fees
• Professional services
• Property tax

DO YOU HAVE MORE THAN CAD$100 THOUSAND IN ASSETS OUTSIDE CANADA?

If yes, please provide us with asset details such as type of asset (real estate, investments, shares, cash, etc.), purchase value.

ATTENTION!!!! THE FOREIGN GOODS DECLARATION MUST BE SUBMITTED BY APRIL 30. THE FINE FOR DELAY ON FORM T1135 IS $25 PER DAY, UP TO A MAXIMUM OF $2,500

Notice of Assessment / ReassessmentAnnual union dues statement
Professional dues
Rent receipts
Medical expenses (dentist, optometrist, prescriptions, massage therapy)
Daycare expenses
Donation receipts
RRSP contribution receipts
Sale of principal residence
First-time home purchase
Disability Tax Credit Certificate
Moving expenses for work or studies
Statement of interest paid on OSAP loans

LIST OF DOCUMENTS FOR PERSONAL INCOME TAX

T4 – Employment income

T4A – Self-employment income, commissions, pensions, grants, scholarships

T4A-P – Canada Pension Plan (CPP) benefits

T4A-OAS – Old Age Security (OAS) benefits

T4 FHSA – First Home Savings Account

T3 – Investment income

T5 – Investment income

T5007 – Social assistance, Workers’ Compensation (WSIB)

T5008 – Investment transactions (stocks, crypto)

T4E – Employment Insurance (EI) benefits

T5018 – Statement of Contract Payments (construction industry)

RC210 – Advanced Canada Workers Benefit

Details of foreign income

Uber / Lyft statements

T2202A – Tuition receipt, which can be found in your college/university student portal

T4A – Grants and scholarship income

Student loans through OSAP

Receipts from schools/colleges that do not issue a T2202A

Bank statements

Credit card statements

Invoices

Business-related expenses

Purchase of materials for your business

Office supplies

Advertising and promotion

Meals and entertainment

Telephone

Internet

Bank fees

Salaries paid to employees

Employee benefits

Insurance

Storage or office rent

Professional services

Utilities (electricity, water, etc.)

Subcontractors (please provide invoices with company/person name, address, contact

information, HST, SIN, ITN, TTN)

Vehicle expenses for self-employed

Gasoline

Insurance

Parking

407 ETR

Repairs and maintenance

Licensing

Vehicle or equipment purchase or lease documents

Total kilometers driven during the year

Business-use kilometers

Home expenses for self-employed individuals

(for those who work fully or partially from home)

Rent

Annual mortgage statement showing interest paid

Home insurance

Property tax

Heating

Electricity

Maintenance and repairs

Total home area (square feet)

Workspace area (square feet)

If yes, please inform us of the amounts of income (rent, interest on investments, services provided, etc.) as well as foreign taxes paid. If you still pay your income tax in a foreign country, submit your income tax.

T2200 – Declaration of Conditions of Employment, properly completed and signed by the employer

Spreadsheet summarizing totals for the following expenses:

o Rent

o Annual mortgage statement showing interest paid

o Home insurance

o Property tax

o Heating

o Electricity

o Maintenance and repairs

o Total home area (square feet)

o Workspace area (square feet)

If yes, please provide us with asset details such as type of asset (real estate, investments, shares, cash, etc.), purchase value.

ATTENTION!!!! THE FOREIGN GOODS DECLARATION MUST BE SUBMITTED BY APRIL 30. THE FINE FOR DELAY ON FORM T1135 IS $25 PER DAY, UP TO A MAXIMUM OF $2,500

IMPORTANT INFORMATION

The declaration period begins on February 23, 2026 and runs until April 30, 2026.

For self-employed people and their spouses, the deadline is June 15th, but the due date for tax payment is April 30th.

We will contact you with a quote for the service, after receiving the documents.

Thanks!

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