Make the Most Out of Your Return with Our Tax Envelope!
We want to make sure you get the most out of your return by claiming all of the tax credits and deductions you’re eligible for! To make tax planning easier, we have created a Tax Envelope so you can trust us to take care of your expenses. Gather your medical, educational, child care, and contribution receipts along with any remaining professional dues, and our team will take care of the rest.
In order to gather everything you will need in your Tax Envelope, we have just a few times listed below that you can begin setting aside.
Slips
- All T4 slips (Employment income)
- Employment insurance benefits (T4E)
- Interest, dividends, mutual funds (T3, T5)
- Tuition / education receipts (T2202A)
- Universal Child Care Benefit (RC62)
- Old Age Security and CPP benefits (T4A-OAS, T4AP)
- Other pensions and annuities (T4A)
Receipts
- RRSP contribution slip
- Medical expenses
- Child care expenses
- Moving expenses
- Interest paid on student loans (OSAP Only)
- Carrying charges and interest expenses
Other documentation
- Rental income and expense records
- Business income/expenses
- Automobile expenses
Office Expenses
- Utilities
- Leased equipment
- Property taxes
What we’ve listed above, and what you’ll find on the full checklist includes the most commonly required documents by the CRA, so you can rest easy knowing that you’ve gathered everything we will need. So, gather your receipts, place them in your Tax Envelope, and send them off to us.
To receive the full checklist and to get started on your personal Tax Envelope, contact a member of our team here!
