What Documents Do You Need to File Your Canadian Tax Return?
Every document by income type and life situation, so you know exactly what to gather before you file.
The documents you need to file your Canadian tax return depend on your income sources and personal situation. This checklist covers every major document category so you can gather what applies to you. With T.U.A, you simply upload what is on your list through the app and our team handles the rest.
Documents Every Canadian Needs
These documents apply to almost everyone who files a T1 return.
- Your Social Insurance Number (SIN)
- Your date of birth
- Your prior year Notice of Assessment (NOA) from the CRA, shows your RRSP contribution room and any carry-forward amounts
- Your direct deposit banking information if you want your refund deposited directly
Employment Income Documents
- T4 slip from each employer, issued by your employer by end of February
- T4 from Employment Insurance if you collected EI benefits
- T4A for any other employment-type income including pension, RESP payments, or scholarship income
- T4A(P) for Canada Pension Plan benefits if you received CPP payments
- T4A(OAS) for Old Age Security payments if applicable
Self-Employment and Business Income Documents
- Record of total gross business revenue for the year
- Categorized list or spreadsheet of all business expenses with amounts
- Receipts or invoices supporting business expense claims
- Vehicle mileage log showing total kilometres driven and business kilometres driven
- Home office details, square footage of workspace and total home square footage, if claiming home office expenses
- HST/GST account number and records of tax collected and paid on business expenses if registered
Investment Income Documents
- T5 slips from banks and investment accounts for interest and dividend income
- T3 slips for income from mutual funds, trusts, or ETFs held outside registered accounts
- T5008 or brokerage transaction summary showing dispositions of securities, needed to report capital gains and losses
- Records of the adjusted cost base for any securities sold
- Foreign income documents, statements, T1135 if required for foreign property over $100,000
Rental Income Documents
- Record of gross rental income received for the year by property
- Mortgage statement showing the interest portion of payments for the year
- Property tax receipts or statements
- Insurance premium receipts
- Receipts for repairs, maintenance, and property improvements
- Property management fees if applicable
- Utility bills if you pay utilities on behalf of tenants
- Advertising expenses for finding tenants
Deduction and Credit Documents
- RRSP contribution receipts for contributions made in the current year and the first 60 days of the following year
- Official donation receipts from registered charities
- Medical expense receipts, eligible expenses for you, your spouse, and dependent children
- T2202 tuition certificate from your educational institution if you were a student
- Student loan interest statement if you made interest payments on a government student loan
- Childcare expense receipts including the provider's SIN or business number
- T2200 Declaration of Conditions of Employment signed by your employer if claiming employment expenses
- Moving expense receipts if you relocated more than 40km for work or school
- Disability Tax Credit certificate (T2201) if applicable
Life Situation Documents
Depending on your situation, you may also need:
- Separation or divorce agreement if relevant to your filing
- Child support payment records if you are paying or receiving child support
- Adoption expense receipts if applicable
- Home Buyers Amount documentation if you purchased your first home
- First Home Savings Account (FHSA) contribution information if applicable
- Northern residents deduction records if you lived in a qualifying location
What to Do Once You Have Your Documents
Once you have gathered the documents that apply to your situation, the next step with T.U.A is to complete a short intake questionnaire about your income situation and then upload your documents through the T.U.A app's secure document upload. You only upload what applies to you. Our accountants and our tax software review everything and prepare your complete return from there. With the T.U.A app all your documents are stored in your app leaving you not to worry. Find out more about how T.U.A works.
You Have the Documents. T.U.A Handles Everything Else.
Upload your documents in under 10 minutes. Our accountants and our tax software prepare your complete return and file it with the CRA.