Personal Tax Preparation
Filing your personal taxes can feel overwhelming—but having the right documents ready makes the process smooth and stress-free. Below is a comprehensive list of what you’ll need to provide so we can accurately prepare and file your return.
Income Documents
Gather all slips and statements that show income you earned during the year, including:
- T4 – Employment income
- T4A – Pension, annuities, scholarships, or other government income (e.g., OAS, CPP)
- T5 – Investment income (interest, dividends)
- T3 – Trust income (including mutual funds)
- T5007 – Social assistance or workers’ compensation benefits
- RC210 – Canada Workers Benefit advance payments (if applicable)
- T4E – Employment Insurance (EI) benefits
- T4RSP/T4RIF – RRSP or RRIF withdrawals
- Rental or business income – Records of income and related expenses if you operate a rental property or business
- Other income – Alimony/child support (if taxable), tips, foreign income, or any other earnings
Deductions and Credits
These documents help reduce your taxable income or claim eligible credits:
- RRSP contribution slips
- Union or professional dues
- Childcare receipts
- Charitable donation receipts
- Medical expense receipts (out-of-pocket costs not covered by insurance)
- Tuition and education slips (T2202)
- Moving expenses (if you moved for work or school)
- Disability tax credit documentation (if applicable)
- Public transit passes (where eligible)
- Interest on student loans
Personal Information
- Full legal name, date of birth, and Social Insurance Number (SIN) for you, your spouse/common-law partner, and any dependents
- Your marital status and changes during the tax year
- Direct deposit banking details (if new or updated)
CRA Account Access (Recommended)
For the most accurate and efficient filing, you can add Lightworks Bookkeeping Services as an authorized representative on your Canada Revenue Agency (CRA) account. This allows us to securely access your tax slips and information directly from CRA, ensuring nothing is missed.
