2023 Taxes

2023 Tax Returns

What slips / information you need to process your tax return

• Last year’s tax return and Notice of Assessment
• Social Insurance Number for you and your spouse/common-law partner.
• List of dependents & exact birth dates
• All receipts of income such as:
  • Salary or wages (T4 Slip)
  • Pension, retirement, annuity and other income (T4A)
  • Statement of Employment Insurance & other Benefits (T4E)
  • Registered Income Fund Income (T4RIF)
  • Registered Retirement Savings Plan Income (T4RSP)
  • Statements of trust income (T3)
  • Canada Savings Bond Interest Benefits
  • Canada Pension Plan Benefits (T4AP)
  • Old Age Security Benefits (T4AOAS)
  • Interest and Dividend (T5)
  • Labour sponsored fund tax credit (T5006)
  • Social Assistance (T5007)
  • Worker’s Compensation (T5007)
  • Statement of Securities Transactions (T5008)
  • Employment Insurance (T4E)
• All receipts for expenses, for example:
  • Child Care Expenses (plus caregiver’s Social Insurance Number)
  • Medical Expenses
  • Interest Expenses
  • Adoption Expenses
  • Charitable Donations
  • Property taxes or rent paid for tax year
  • Monthly Transit Passes and Receipts
  • Political Donations
  • Union Dues
  • Tuition fees/Education Amount (T2202/T2202A)
  • Student Loan Interest
  • RRSP Contributions
  • Disability Certificate (if first year of claim or previous one has expired-T2201)

If claiming tax credits for non-resident spouse or children, dates of birth, complete addresses and proof of payment (generally receipts for money orders) for funds sent to dependents.