Arsen Accounting Services

Tax Document Checklist

Choose a Canadian tax filing and print a document checklist: personal, self-employed, corporate, final T1, estate, rental and non-resident returns.

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Gather records by tax year and filing type. This starting checklist covers common documents; your circumstances may require more. If a document is missing, identify the gap instead of guessing the amount.

The checkboxes are for your convenience in this browser. This page does not upload documents or save your selections. For your first inquiry, send the tax year, province and a brief description; keep SINs and sensitive records for an agreed secure sharing method.

Which return should I look at?

T1: an individual’s personal income tax return. A sole proprietor may also need a T2125 business schedule, and a landlord may need a T776 rental schedule.

T2: a corporation’s income tax return. Final T1: the deceased person’s final personal return. T3: a trust or estate return when required. Non-resident and GST/HST filings involve separate rules.

You may need more than one checklist. An executor, for example, may need both final T1 and estate T3 records.

Personal & Family Tax Returns

Your latest Notice of Assessment and a copy of the previous return, if available
Income slips such as T4, T4A, T4A(P), T4A(OAS), T4RSP, T4RIF, T5 and T3, as applicable
RRSP/FHSA contribution receipts and records for the deductions or credits you want reviewed
Details of marital-status changes, dependants, moves, property sales and other significant changes
Business, rental, foreign-income or investment records if these apply
Commission statements, employer-completed T2200 and employment-expense records, where applicable

Personal & Family Tax Returns — service details →

Self-Employed & Commission Income Tax Returns

Income and commission statements, invoices, tax slips and revenue summaries for each activity
Work agreements and details of advances, chargebacks, fees or reimbursements
Organized expense records with receipts and business-purpose notes
Employer-completed T2200 and supporting employment-expense records, where applicable
Vehicle expenses and a mileage log showing business and total use, if applicable
Home-office costs, work-space details and records of equipment purchases
Prior tax returns, CRA assessments, instalments and any GST/HST or corporate records

Self-Employed & Commission Income Tax Returns — service details →

Corporate Tax Returns

Corporate legal name, business number, fiscal year-end and incorporation details
Prior T2 return, related schedules and CRA Notices of Assessment
Year-end financial statements, trial balance and supporting account details
Share ownership, shareholder loan and dividend records
Asset purchase/sale records, investment statements and corporate tax instalments

Corporate Tax Returns — service details →

Final Tax Returns After a Loved One Passes Away

Death certificate or other acceptable proof of death, and the exact date of death
Will and documents identifying the executor or other legal representative
Previous tax return, latest Notice of Assessment and details of unfiled years
Income slips and records up to death, with post-death income identified separately
Date-of-death investment/property values, acquisition costs and ownership records
RRSP/RRIF/TFSA statements, beneficiary designations and relevant transfer documents
Receipts for potentially eligible medical expenses, donations and other claims

Final Tax Returns After a Loved One Passes Away — service details →

Estate & Trust Tax Returns

Will or trust deed, appointment documents and trustee/executor contact details
Trust account number, prior T3 returns and assessments, if available
Bank and investment statements, tax slips and income records for the reporting period
Records of asset sales, acquisition costs, relevant valuations and expenses
Beneficiary details, residence information and records of distributions

Estate & Trust Tax Returns — service details →

Rental Income & Property Tax Reporting

Property addresses, ownership percentages and dates of acquisition or disposal
Rent received, lease or property-manager statements and vacancy/personal-use details
Receipts and summaries for operating expenses, interest and improvements
Prior rental schedules and capital cost allowance records, where applicable
Purchase and sale closing documents and any relevant property valuations

Rental Income & Property Tax Reporting — service details →

Overdue & Prior-Year Tax Returns

A list of outstanding years and any returns you have already filed
CRA assessments, reassessments, requests to file and other relevant letters
Income slips and records for each separate tax year
Business, rental, investment and foreign-income records, where relevant
Receipts, contribution records, instalment payments and major life changes by year

Overdue & Prior-Year Tax Returns — service details →

Investment & Cryptocurrency Tax Reporting

T3, T5, T5008 and foreign investment slips or statements, as applicable
Purchase and sale records, fees, adjusted cost base information and prior calculations
Complete exchange transaction exports and relevant wallet histories for crypto activity
Details of transfers between your own accounts, corporate actions and holdings in foreign currency
Records of any staking, mining, rewards or other activity beyond buying and selling

Investment & Cryptocurrency Tax Reporting — service details →

GST/HST Return Preparation

GST/HST account number, reporting period and prior return
Sales summaries showing taxes charged and relevant types of supplies
Purchase and expense records with invoices supporting potential input tax credits
Details of personal use, exempt activities, elections and adjustments, where applicable
CRA correspondence, instalments and records for outstanding periods

GST/HST Return Preparation — service details →

Foreign Income & Foreign Asset Reporting

Foreign income statements, pension slips, bank/brokerage records and rental records
Foreign tax returns, assessments and evidence of income tax paid
Asset acquisition costs, ownership details, year-end records and disposal information
Prior T1135 forms and relevant Canadian tax returns
Residence history and arrival/departure dates where applicable

Foreign Income & Foreign Asset Reporting — service details →

Newcomer & Departure Tax Returns

Arrival/departure dates and a summary of homes, family and other residential ties
Canadian and foreign income records covering the relevant year
Asset lists, acquisition costs and valuations at relevant dates
Prior Canadian returns, assessments and foreign tax information
Details of Canadian property, investments or income retained after departure

Newcomer & Departure Tax Returns — service details →

Non-Resident Canadian Tax Filings

Residence history, current country of residence and relevant Canadian tax identifiers
Canadian income slips, withholding records and prior returns or elections
Rental statements, expense records, NR4 slips and NR6 approvals, where applicable
Purchase/sale agreements, closing statements, ownership details and acquisition costs for property matters
CRA correspondence and details of any upcoming sale or filing deadline

Non-Resident Canadian Tax Filings — service details →

Tax Preparation for Real Estate Agents

Commission and brokerage statements, tax slips and revenue summaries
Breakdown of brokerage deductions, referral fees, adjustments and taxes charged
Organized receipts for advertising, professional fees, insurance and other business costs
Vehicle mileage log, operating costs and home-office information, if relevant
Prior T1/T2125 or T2 returns, assessments and instalment records
GST/HST returns and reporting-period records; corporate records if incorporated

Tax Preparation for Real Estate Agents — service details →

Tax Preparation for Insurance Brokers

Statements and tax slips from every insurer, agency or network
Details of new commissions, renewals, advances, reversals and chargebacks
Revenue reconciliation and organized business-expense receipts
Relevant work agreements and a description of services provided
Vehicle/home-office records where relevant, prior returns and assessments
Corporate financial records if incorporated, and GST/HST information if applicable

Tax Preparation for Insurance Brokers — service details →

Tax Preparation for Healthcare Professionals

Employment tax slips and income summaries from every clinic, platform and private practice
Clinic agreements and a breakdown of fees, rent, practitioner splits and refunds
Organized expense receipts, professional fees and insurance records
Equipment purchase details and relevant business-use records
Prior returns, notices of assessment and instalment information
Corporate financial records if incorporated; GST/HST information where applicable

Tax Preparation for Healthcare Professionals — service details →

Tax Preparation for Tradespeople and Contractors

Job invoices, income summaries, payment records and any T5018 or other tax slips
Materials receipts, subcontractor invoices and organized business-expense records
Separate details for tools, equipment, vehicles and major purchases
Mileage logs, total kilometres and relevant home-office information
Prior T1/T2125 or T2 returns, assessments and instalment records
GST/HST returns and period summaries where applicable; details of subcontractor payments

Tax Preparation for Tradespeople and Contractors — service details →

These checklists correspond to our service pages, where you can find the relevant CRA guidance. They are a preparation aid, not a determination of your filing obligations.

Get in touch

Let's discuss your tax needs.

Tell us the tax years, province and filing needs. Prepare a short quote inquiry or contact us directly to discuss availability and scope.

Email: elena@arsenaccounting.com
Phone: (647) 297-4126

Call (647) 297-4126 Email Your Inquiry

Before you send

Please provide a brief description of the assistance you need. Do not email SINs, passwords, banking details or sensitive tax documents in your initial inquiry. We'll discuss an appropriate secure method of sharing documents if we proceed.

Information on this website is general and is not individualized tax advice. Engagements are subject to acceptance, agreed scope and applicable terms.