Personal income tax return

Document list

These are the documents to gather so we can prepare your income tax return. Depending on your situation, some may not apply to you: just send us the ones you have received, directly through your dashboard.

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Income

  • T4 / Relevé 1
    Employment income
  • T4A / T4A(P)
    Retirement income
  • T4E
    Employment Insurance
  • T4OAS
    Old Age Security pension
  • QPIP / CNESST
    Benefits
  • T5 / Relevé 3
    Dividends
  • T3
    Trusts
  • T5008
    Sale of shares
  • Capital gains
    Investments
  • Crypto
    Digital transactions
  • Foreign income
  • T4RSP / T4RIF
    RRSP withdrawals
  • Self-employed
    Platform form
  • Rental income
    Rent
  • Business owner
    Salary / dividends

Non-refundable credits

  • RRSP
    Retirement savings
  • Tuition fees
    Studies
  • Student interest
    Loan
  • Professional dues
    Professional order / union
  • Medical expenses
    Health
  • Donations
    Recognized organizations
  • Private insurance
    Medications
  • Working from home
    Home
  • Disability credit
    Eligible
  • FHSA
    First home
  • Principal residence
    Purchase / sale

Refundable credits

  • Child care
    Relevé 24
  • QC workers credit
  • QC home support
    Seniors

Information

  • Relevé 31
    Housing
  • Newcomer
    Arrival date

Not sure about a document?

If you are unsure or one is missing, get in touch and we will guide you.

514 513-2022 Send an email