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We simplify the tax preparation journey, making it easier to follow from start to finish.
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Know exactly what information is needed and where your return stands throughout the process.
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Experience a streamlined, professional tax preparation process designed for individuals and small businesses across Ontario.
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Document Checklist
Employment
Education
- Employment Income Statement
- T4 or T4A Slips
- Employment Insurance (EI) Statement
- Canada Pension Plan (CPP) Statement
- Other Payroll Information
- Student Loan Interest Statement
- Education Expense Receipts
- Canadian Tire Tax Credit Receipts
- Other Education-Related Documents
Investments
Self-Employment
- T4A Interest and Dividend Statements
- Capital Gains and Losses Reports
- Investment Income Statements
- Other Investment-Related Documents
- Business Income Statements
- Business Expense Receipts
- Home Office Information
- Professional Expense Documentation
- Other Self-Employed Records
Rental Income
Retirement
- Rental Income Statements
- Property Tax Receipts
- Interest and Dividend Statements
- Capital Gains and Losses Reports
- Other Rental-Related Documents
- Pension Income Statements
- RRSP and RRIF Statements
- Registered Retirement Savings Plan (RRSP) Statements
- Other Retirement-Related Documents
Medical Expenses
Other Tax Documents
- Medical Expense Receipts
- Health Insurance Premiums
- Medicare Premiums
- Other Health-Related Documentation
- Charitable Donation Receipts
- Other Tax-Related Documentation
- Additional Supporting Information
The above checklist is general guidance. Specific requirements depend on your individual tax situation and may require additional documentation.








