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Required Documents
Documents Required For
TAX FILING
Employee
Click here ! To view all required documents If you are an Employee
Self-Employed
Click here ! To view all required documents if You are Self-Employed
Commission
Click here ! To view all required documents If You are on Commision
Driver
Click here ! To view all required documents If you are Uber/Taxi Driver
Rental Income
Click here ! To view all required documents If You have Rental Income
sold a property
Click here ! To view all required documents If You sold a property in 2021
Student
Click here ! To view all required documents If You are a Student
NewComer
Click here ! To view all required documents If you are NewComer to Canada
If you are an Employee
Documents Required for Tax Filling:
- T4’s and all other Tax slips (if applicable)
- T2200 from employer if working form home
- Medical expenses personally paid, net of any insurance coverage
- Charitable and / or political donations receipts
- RRSP / spousal RRSP contribution
- Childcare / day care expenses
- Spousal support payments paid or received
- T2202A tuition form, if applicable
- Foreign income if applicable
If You Trade Stocks
☞ T5008 for capital gain calculations
☞ Summary of interest paid to broker or any line of credit
If you are a Self-Employed
Documents Required for Tax Filling
- Annual revenue from business
- T4’s and all other Tax slips (if applicable)
- Expenses: Only applicable to your business
☞Purchase of material
☞Purchase of vehicle, tools, computers etc.
☞Subcontractor fee
☞Employees salary
☞Vehicle expenses
☞Fuel costs
☞Repair and maintenance
☞Telephone and internet
☞Insurance
☞Office rent
☞Advertisement
☞Storage costs
☞Purchase - Medical expenses personally paid, net of any insurance coverage
- Charitable and / or political donations
- RRSP / spousal RRSP contribution
- Childcare / day care expenses
- Spousal support payments paid or received
- Foreign income if applicable
If You Trade Stocks
☞ T5008 for capital gain calculations
☞ Summary of interest paid to broker or any line of credit
If you are on Commission Income
Documents Required for Tax Filling
- T4’s from all jobs or commission and other Tax slips if applicable
- T2200 Form, if applicable
- Detail of expenses as per T2200 form
- Medical expenses personally paid, net of any insurance coverage
- Charitable and / or political donation receipts
- RRSP / spousal RRSP contribution
- Property tax or rent paid annually
- Childcare / day care expenses
- Spousal support payments paid or received
- T2202A tuition form, if applicable
- Foreign income if applicable
If You Trade Stocks
☞ T5008 for capital gain calculations
☞ Summary of interest paid to broker or any line of credit
If you are uber/taxi driver
Documents Required for Tax Filling
- Annual revenue from Uber, Lyft, Taxi, etc.
- T4’s and all other Tax slips (if applicable)
- Expenses: Only applicable to your business
☞Purchase of vehicles
☞Uber, Lyft sheet shows income and dispatch fee
☞Fuel costs
☞Repair and maintenance
☞Telephone and internet
☞Vehicle Insurance - Medical expenses personally paid, net of any insurance coverage
- Charitable and / or political donations
- RRSP / spousal RRSP contribution
- Property tax or rent paid annually
- Childcare / day care expenses
- Spousal support payments paid or received
- T2202 A tuition form, if applicable
- Foreign income if applicable
- GST number and access code
If You Trade Stocks
☞ T5008 for capital gain calculations
☞ Summary of interest paid to broker or any line of credit
If you have Rental Income
Documents Required If you have rental income (In case of multiple properties, detail required for each property separately).
- Complete address of rental property
- Ownership – single, with spouse or other partners
- Statement of adjustment (only for new purchase in this year)
- Annual rent revenue
- Purchase of any appliances
- Property tax
- Home Insurance
- Mortgage interest ONLY
- Repair and maintenance
- Commission paid to real estate agent
- Management fee
- Condo fee, if applicable
- Utilities, if paid by landlord
- Advertisement
- Travel expenses
If You Trade Stocks
☞ T5008 for capital gain calculations
☞ Summary of interest paid to broker or any line of credit
If you Sold a Residential or Commercial property this year
Documents Required to calculate the capital gain for rental property
- Statement of adjustment for purchase
- Cost of mortgage borrowing or financing charges
- Purchase of appliances or major renovation done at time of purchase
- Statement of adjustment for sale
- Real estate commission paid for sale
- Renovation done to make property ready for sale
- Utilities paid while property was vacant for sale
- If property was rented for partial year:
☞Total rent collected
☞Purchase of any appliances
☞Property tax
☞Home Insurance
☞Mortgage interest ONLY
☞Repair and maintenance
☞Management fee
☞Commission paid to real estate agent
☞Condo fee, if applicable
☞Utilities, if paid by landlord
☞Advertisement
☞Travel expenses
If You Trade Stocks
☞ T5008 for capital gain calculations
☞ Summary of interest paid to broker or any line of credit
If you are a Student
Documents Required for Tax Filling
- T4’s and other Tax slips if applicable
- T4A scholarship or bursaries received
- Tuition form T2202A
- Medical expenses
- Charitable and / or political donations
- RRSP / spousal RRSP contribution
- Property tax or rent paid annually
- Childcare / day care expenses
- Spousal support payments paid or received
- Foreign income if applicable
If You Trade Stocks
☞ T5008 for capital gain calculations
☞ Summary of interest paid to broker or any line of credit
If you are NewComer to Canada
Documents Required for Tax Filling
- Date of entry to Canada
- Foreign income and foreign taxes paid
- T4’s and other Tax slips if applicable
- Revenue and all expenses if you are self employed
- T2200 from employer if working from home
- Tuition form T2202A, if applicable
- Medical expenses (Jan – Dec)
- Charitable and / or political donations
- RRSP / spousal RRSP contribution
- Childcare / day care expenses
- Spousal support payments paid or received
- Spouse’s foreign income (If he/she is a non-resident of Canada)
If You Trade Stocks
☞ T5008 for capital gain calculations
☞ Summary of interest paid to broker or any line of credit