Contact: Nigel Lake / 416-629-7857 / niolake@yahoo.com
Items Required to Prepare Your Tax Return
Your Personal Information:
1. Full Name
2. Valid ID
3. Date of Birth
4. Phone Number
5. Email Address
6. Home Address
7. Canadian Citizenship? Yes or No
8. Marital Status (if changed from last year)
9. Name of Spouse, Partner etc
10. T Slips: Example T4, T4A, T4A(OAS), T4A(P), T4E, T4RSP, T5007 etc
Additional Items that may be applied to you:
1. Dependents (Full Name, Date of Birth and their relation to you –
Example: Son, Daughter, Mother, Father…)
2. Child Benefit Slip: RC62
3. T2202: Tuition Receipt (if attending school / college / university)
4. Rent Receipts - from Landlord/s
5. Property Tax if you are a homeowner
6. Charitable or Political Donations
7. Prescription Medication Bills
If Filing Tax for the first time:
As of 2025, First Time Filers are not required by CRA to submit bank information. After receiving your Notice of Assessment, you will be required by CRA to create your “My Account” with CRA and you will need to include your Bank Information for Direct Deposit.
Use the link below to Register for CRA "My Account"
Click on this link: Register for a CRA account - Canada.ca
Registering for a CRA account allows you to access and change your tax information with the CRA. You only need to register one time to access your personal, business, and other accounts.
To Register for a CRA "My Account"
Scroll down to "Start your registration"
Click on the Green Link that says, "Register Now" and follow the simple directions
Contact CRA - 1-800-959-8281
Click on this link: Contact the Canada Revenue Agency (CRA) - Canada.ca
To find the correct Phone Number:
Scroll down to "Assistance by Phone"
Go to "Step 2. Find the phone number you need to call"
Click on the link: "Personal taxes, benefits and trusts"
Phone Number 1-800-959-8281 will be listed as one of the main numbers to contact CRA on matters related to Personal Taxes