Documents You Need to bring with you

BE PREPARED FOR YOUR VISIT TO KWIK TAX!

You are planning to visit us soon to have your income tax prepared?

Here is a checklist for you as a guide. Please note these are the most common slips/deductions and that there could be more.

Type of revenues and required tax slips

  • Employment income - T4,T4A or other T slips
  • Pension income - T4AOld Age Security -T4A-OAS
  • Canada Pension Plan Benefits - T4A(P)
  • Unemployment insurance - T4E
  • RRSP Income/Investment - T4RSP, T4RIF, T3 or T5
  • Social services/workers compensation - T5007 or T4A
  • Universal Child Care benefits - RC62
  • Child/Spouse support - Court ordered documents

Type of Deductions

  • Union or professional dues - Official receipts or T4
  • Medical Expenses
  • RRSP
  • Child Care Expenses
  • Donations - Receipts/statements
  • Tuition and Text book - T2202
  • Child support - Receipts of payments/Copy of the Child Custody agreement.
  • Public Transit Passes - Monthly/Weekly passes receipts
  • Rent (Ontario) - Receipts provided by landlord.