LIST OF DOCUMENTS FOR PERSONAL INCOME TAX
• T4 – Renda salarial
• T4A – Serviços independentes, comissões, pensões
• T4A-P – Pensão de aposentadoria canadense
• T4A- OEA – Aposentadoria por idade
• T3 – Investimentos
• T5 – Investimentos
• T5007 – Assistência social, compensação trabalhista (WSIB)
• T5008 – Transações de investimento (Ações, Criptomoedas)
• T4E – Seguro Desemprego
• T5018 – Relatório de rendimentos para trabalhadores autônomos no setor de construção
• Detalhes de Renda Estrangeira
• T2202A – Taxa de matrícula, pode ser encontrada no portal do aluno da sua faculdade
• T4A – Subsídios, bolsas de estudo
• Empréstimos para estudo através do OSAP
• Recibos de faculdades, que não emitem T2202A
• 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
If yes, please provide us with asset details such as type of asset (real estate, investments, shares, cash, etc.), purchase value.
• Bank statements
• Credit card statements
• Invoices Expenses related to your activity
• Purchase of materials
• Office supplies
• Advertising and promotion
• Restaurants and entertainment
• Telephone and internet
• Bank expenses
• Salaries paid to employees
• Benefits for employees
• Safe
• Storage or office rental
• Professional services
• Electricity, water bills, etc.
• Subcontractors (provide invoices with company/person name, address, contact information, HST, SIN, ITN, TTN) Vehicle expenses for self-employed workers
• Gasoline
• Safe
• Parking
• 407 ETR
• Repairs and maintenance
• Licensing
• Document for purchasing or leasing the car or equipment
• Total km driven in the year
• Total km directed to the business Domestic expenses of self-employed people (who work entirely or partially from home)
• Rent
• Annual mortgage statement showing the amount of interest paid for the year
• Home insurance
• Property tax
• Heating
• Electricity
• Maintenance and repairs
• Total area of the house (square feet)
• Work 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.
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
• Assessment/reassessment notice
• Annual payment statement from the Union
• Professional duels
• Rent receipts
• Medical expenses (dentist, ophthalmologist, prescription, massage)
• Daycare expenses
• Donation receipts
• RRSP contribution receipts
• Direct deposit form
• T2200 – Declaration of working conditions, including the sum of permitted expenses.
• Sale of main residence
• First property purchase
• Disability tax credit certificate
IMPORTANT INFORMATION
Send your documents ALL TOGETHER to info@123taxpro.ca
The declaration period begins on February 19, 2024 and runs until April 30, 2024.
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!