PERSONAL INCOME TAX INFORMATION

Please complete this form to assist us with filing your returns.

Please note this form is secure (it is setup to encrypt all data upon submission to keep your data completely private).

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SLIPS/INFORMATION TO SEND US

This list is provided to assist you in gathering documents/what information to send (as applicable) :

The following slips are available online at CRA and you do not need to send them to us:

  • T4 Slips – Employment income‎

  • T4A – Commission, self-employment‎, other income (including COVID-19 emergency or recovery benefits issued by CRA)

  • T4E – Employment Insurance ‎and Other Benefits (including COVID-19 benefits issued by Service Canada)

  • T5007 – Workers compensation or social assistance

  • T4A – Pension, retirement and annuity income‎

  • T4AP – Canada Pension Plan (CPP) benefits‎

  • T4A(OAS) – Old age security benefits‎

  • T4A(RCA) – Retirement compensation arrangements‎

  • T4RSP – Registered retirement savings plan income‎

  • T4RIF – Registered retirement income fund income‎

  • T3 – Income from trust allocations (or mutual funds)‎

  • T5 – Investment income‎

  • RRSP contribution receipts‎

The following slips & information is not available online and should be sent to us (as applicable):

  • T5013/T5013(A) – Partnership income‎

  • T4PS – Income from profit sharing plans‎

  • T5008 – Income from securities transactions‎

  • T5018 - Statement of Contract Payments

  • T2202 – Tuition/education for yourself‎

  • T2202 – Tuition/education amount claimed on transfer from a dependent‎

  • Receipts or amounts for your student loan(s)‎

  • Receipts/lists of all medical expenses paid in the year for yourself, your spouse and/or dependents‎

  • Childcare receipts

  • Children's Fitness amounts (2016 and prior years only)

  • Alimony or support payments made‎

  • Donation receipts‎

  • Receipts for political contributions‎

  • Statement for new home to claim the home buyer’s amount‎

  • Union dues not included on your T4 slip

AUTHORIZATION FOR CANADA REVENUE AGENCY(CRA)

In order for us to submit your returns on your behalf and speak with CRA regarding your account (if needed) please authorize us by one of the methods below:

CRA Authorization - Online

To authorize TaxWatch Canada via your online account please follow the instructions here.

CRA Authorization - Paper Forms

If you are unable to register for an online account, please let us know and we will send you a paper form to complete.

If you have already authorized TaxWatch in the past, you do not need to authorize us again.