Printable Checklist

Income
Employment & Pension Slips:

• T4, T4E, T4A, T4A(P), T4A(OAS), T4RIF, T4RSP, T4FHSA, T5007, T4A(RCA), T5013, RC210.

Investment Slips:

• T3, T5, T5008, T5013, and any Portfolio Investment, Realized Gains and Losses Report and Foreign Reporting Information from your investment advisor.

Self-Employed Business Slips:

• Summarize business income and expenses for the year then fill out our [PV Tax Business Form] online or in-office. Alternatively, excel files, accounting software reports or receipts are accepted, however extra work/fees may apply.   

Rental Property Slips:

• Summarize rental income and expenses for the year then fill out our [PV Tax Rental Form] online or in-office. Also provide invoices for any large expenditures or repairs so we can determine if the expense is deductible or must be capitalized.​

Other
Receipts:

• RRSP (Mar – Dec 2024 AND First 60 days of 2025), Donations, Child Care Expenses (including camps), Union and Professional Dues, Public Transit Passes (seniors only), Canadian Digital News Subscriptions.

Students:

• T2202 Tuition receipt (get online from your institution), Statement of Student Loan Interest and Rent receipts, if living away from home in Ontario.

Medical Expenses:

• Many practitioners/pharmacies will provide a yearly summary receipt, so you don’t have to bring all individual receipts. Also, please bring the annual summary for insurance claims through a health plan.

Employment Expenses:

• T2200 from your employer together with the completed [PV Tax Employment Expense Form] available from our website or in-office. 

Property Tax or Rent Paid in Ontario:

• Total amount paid in 2024 for your principal residence

Life Changes:
​Please advise us of changes to your email, phone number, address or family dynamics including births, marriage, divorce, separation, death or name changes. If you are married or in a common-law relationship, you must report this on your tax return. This only impacts some credits and benefits; not how you report income. Also, you can combine donations and medical expenses to claim them where you will receive the maximum benefit.