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MORE INFORMATION

All the Details

Please review the following information prior to arranging a meeting with one of our volunteers. 

 

You may be asked to send clear pictures or scans via secure email of the following:

  • Government issued id (for confirmation that we are speaking with the appropriate individual(s))

  • Tax slips (T4, T4A, T2202A, etc...) confirming your income, benefits, etc...

  • Rent slips for rent paid during last year

  • Other pertinent documentation relating to your file (such as names and DOB of any dependents, etc...)

 

The volunteers commit to deleting any emails containing your personal information once your return is filed.

 

Preparing for the Call

 

You do not need to answer these questions in advance, but this will give you an idea of what information the volunteer will need to know to properly file your return.  Having this information available for your scheduled appointment will allow for the meeting to proceed as efficient as possible.

 

  • Social Insurance number

  • Date of birth 

  • Province of residence on December 31 last year

  • Marital status

  • Did your marital status change last year? 

  • Current mailing address, if different from T4 slip

  • If your province of residence has changed, date of move

  • Is your home address the same as mailing address?

  • Current province of residence if different from mailing address

  • Language of correspondence

  • Is this your first return?

  • Do you have Canadian citizenship?

  • Do you wish to provide an email address so that CRA can contact you?

  • Do you wish to have your name, address on the registered list of voters? (citizens only)

  • Do you wish to have your tax return eFiled?

  • Do you have income to report for last year?

  • Did you immigrate to Canada last year?

  • Examples of employment income slips – T4, T4A, T4E 

  • Social assistance slip – T5007

  • Pension income – T4OAS, T4A(P), T4A, T4RSP, T4RIF etc.

  • Investment income – T3, T5, T5008

  • Interest on a tax refund from last year (Notice of Assessment)

  • Deductions

  • Tuition slips – T2202A, other tuition receipts

  • Rent paid / property tax paid

  • Moving expenses

  • Medical expenses

  • Disability tax benefit or attendant care expenses

  • Caregiver amount

  • Did you make any RRSP contributions?

  • Alimony & support payments

  • Child care expenses

  • Did you receive a lump sum UCCB payment last year?

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