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ProTax Canada Inc.Unit 11, 800 Queenston Road, Hamilton, ON L8G 1A7
905-930-7410 · protaxcanada@hotmail.ca
Monday – Friday 10:00 AM – 6:00 PM

What to bring

Tick off what applies to you. You don't need everything on this list — bring what you have, and we'll tell you if anything is missing.

Always bring

  • Photo ID — for you and your spouse
  • Social Insurance Number — yours, your spouse's, and any dependants'
  • Last year's Notice of Assessment — if you have it
  • Direct deposit details — a void cheque or your bank information
  • Your current address — and the date you moved, if it changed

Income slips

  • T4 — employment
  • T4A — pension, commissions, other income
  • T4A(P) — CPP benefits
  • T4A(OAS) — Old Age Security
  • T4E — Employment Insurance
  • T4RSP / T4RIF — RRSP or RRIF withdrawals
  • T5 — interest and dividends
  • T3 — trust or mutual fund income
  • T5008 — securities sold
  • T5007 — social assistance, WSIB
  • T5013 — partnership income
  • Foreign income — pensions or property over $100,000

Deductions and credits

  • RRSP contribution receipts
  • Childcare receipts — with the provider's name and SIN or business number
  • Medical expenses — prescriptions, dental, glasses, travel for treatment
  • Charitable donations
  • Tuition — T2202 — and student loan interest
  • Rent paid or property tax — for the Ontario Trillium Benefit
  • Union or professional dues
  • Support payments made or received
  • Moving expenses — if you moved at least 40 km for work or school
  • Employment expenses — T2200 — signed by your employer
  • Digital news subscriptions
  • Disability tax credit certificate — T2201

If you have a business or rental

  • Income and expense summary — or your books for the year
  • Vehicle log — business kilometres and total kilometres
  • Home office details — area used, rent or mortgage interest, utilities
  • Rental income and expenses — per property
  • HST collected and paid — if you are registered
  • Capital purchases — equipment, vehicles, improvements

Life changes this year

  • Married, separated or divorced
  • New baby or a dependant moved in
  • Bought or sold a home
  • Started or closed a business
  • Retired or started a pension
  • Arrived in or left Canada
ProTax Canada Inc. · Unit 11, 800 Queenston Road, Hamilton, ON L8G 1A7 · 905-930-7410