Information Required when Meeting with an Accountant:

  1. Identification Information.  Tax preparer needs access to identification information to verify who you are.
  2. Copy of Most recent tax return
  3. Wages statement
  4. Additional Income Statement
  5. Real Estate Documents
  6. Proof of Expenses
  7. T4 Slips for personal Income
  8. T4A Commission and Self-employed
  9. T5013 Partnership Income – If this is the type of business you are running
  10. T3 Income from Trusts
  11. T5 Investment Income
  12. RRSP Contribution slips
  13. Charitable Donations
  14. Medical and Dental receipts
  15. Child care information
  16. Bank statements