Tax Information
All tax years
Copyright
©
2011 Herin Holdings Limited carrying on business as Dewar McCarthy and Company Accountants
•
Completed Tax Information Form (TIF) FORMS
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Copy of your previous year T1 tax return (if available)
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Any correspondence you have received from CRA or from the
provincial tax authorities
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Any of the following varieties of Income Slips (T3, T4, T5)
Specifically:
o
Employment income
o
Employment Insurance benefits
o
Other pensions and annuities
o
Old Age Security and CPP benefits
o
Interest and dividend
o
Social assistance payments
o
Workers' compensation benefits
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Any supporting documentation to backup your income
Specifically:
o
Interest and dividends
o
Sale or deemed sale of stocks, bonds, real estate or
any other asset
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Any supporting documentation to backup your deductions
Specifically:
o
Adoption expenses
o
Automobile expenses (Logbooks if applicable)
o
Carrying charges and interest expenses
o
Charitable donations
o
Child care expenses
o
Children's fitness programs
o
Interest paid on student loans
o
Medical expenses
o
Moving expenses
o
Office-in-home expenses
o
Professional fees
o
Political contributions
o
RRSP contributions Union dues
o
Support for a child, spouse or common-law partner
o
Tool expenses (tradespersons)
o
Tuition/Education amounts for qualifying students
o
Transit passes
o
Travel expenses
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Other documentation
Specifically:
o
Universal Child Care Benefit confirmation
o
Capital gains/losses records
o
Northern residents deductions
o
Rental income & expense records
o
Business, farm or fishing income & expense records
o
Disability Tax Credit Certificate (T2201)
Canada Revenue Agence du revenu
Agency du Canada
DEWARMCCARTHY.COM
ACCOUNTANTS
Dewar McCarthy
& Company
If you have paperwork that is not listed here, or you are
not sure about, bring it in and we will make sure to
check everything and explain why it can or cannot be
used on your personal income tax.
