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Checklist · October 30, 2026

What to bring to your personal tax appointment

Bringing the right documents the first time makes your return faster and helps make sure every credit is claimed.

Personal information

  • Photo ID and your Social Insurance Number
  • Last year’s Notice of Assessment
  • Banking details for direct deposit
  • Any letters you received from the CRA

Income slips

  • T4 slips from every employer
  • T4A, T4E (EI) and T4RSP slips
  • T5, T3 and T5008 investment slips
  • Rental or self-employment income and expense records

Deductions and credits

  • RRSP and FHSA contribution receipts
  • Tuition slip (T2202)
  • Medical expense and charitable donation receipts
  • Child care receipts
  • Rent receipts or your property tax bill (for the Ontario Trillium Benefit)

Not sure if something applies to you? Bring it along — we will tell you what is needed.

This article is general information only and is not tax or legal advice. Tax rules change — please contact us about your situation.

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