Basic Personal Return

Type of Form Name of Form Self Spouse
Earned Income T4, T4A, T4U    
Pension& RSP Income T4P, T4RSP, T4RIF, T4OAS, T4RCA    
Trust & Other Income T3    
Investment Income T5    
Interest Income on tax refunds     
Partnership Income T5013    
WCB income/Social Assistance T5007    
RRSP Contributions     
Charitable donation Detailed Summary for every calendar year    
Medical expenses Detailed Summary for every calendar year    
Tuition for self and dependant T2202 (If dependant, provide T1)    
Other forms such as foreign holdings eg. offshore bank accounts, real estate etc...     
Amount of property taxes/rent paid     

Additional Forms: Self Employed

Type of Form Name of Form Self Spouse
Rental Income: financial statements or details Financial Statements or T776    
Business Income: financial statements of details Financial Statements or T2124/T2032    
Other details:     
- km driven for business purposes     
- business use of home     
- for rental income: share of profit/loss     

Other

Attach if the following apply Self Spouse
Copy of: 2022 Assessments/Re-Assessments    
Details of instalment payments made for 2023    
Auto expenses, employment expenses, moving expenses    
Details of foreign assets totalling $100000 or more