Items Required to Prepare Your Tax Return
1. Full Name
2. Phone Number
3. Email Address
4. Date of Birth
5. Current Home Address
6. Home Address on December 31
7. Canadian Permanent Resident or Canadian Citizen
8. Marital Status:
9. We need same information for your Married/Common Law Spouse
10. Do you have Dependents (example, your Children)? We need their:
Name, Gender, Date of Birth...
1. T Slips: T4, T4A, T4A(OAS), T4A(P), T4E, T4RSP etc
2. Child Benefit Slip: RC62
3. Tuition Receipt: T2202 (if attending school/college/university)
4. Rent Receipts - from Landlord/s
5. Property Tax if you are a homeowner
6. Charitable Donation Receipts
7. Medication Bills
8. Banking Information if you are filling for the first time and prefer direct deposit: Example of Banking Information for RBC will look like this:
XXXXX-003:XXX-XXX-X - see image below.