Please use this handy checklist to ensure you have all the needed documents to maximize your refund
Tax Slips
T3 - Mutual funds
T4 - Employment income
T4A - Certain scholarships
T4A - Other pensions and annuities
T4E - EI Benefits
T4A-OAS - Old Age Security benefits
T4AP - CPP benefits
T4-RSP - RRSP income
T4-RIF - RIF income
T5 - Investment income for interest, dividends, and certain capital gains
T5007 - Worker’s compensation benefits
T5007 - Social assistance payment
T2200 - Conditions of employment/allowable employment expenses
T2202A - Tuition fees
RC62 - Universal Child Care Benefits
Receipts
Adoption expenses
Attendant expenses for a disabled person
Carrying charges
Charitable donation receipts
Child care expenses
Child support/alimony payments or receipts
Children’s fitness and arts receipts
Exams for professional certification
Interest paid on your student loans
Medical expenses
Moving expenses
Other interest expenses
Political donation receipts
Receipts for your rent/property tax
RRSP contribution slips
Tool expenses for tradespersons
Transit pass receipts
Work-space-in-home expenses
Other Documents/Information
Amounts you have paid in tax instalments
Banking information for direct deposit
Capital gains and losses information for stocks, bonds, real-estate, etc.
Commissioned employee expenses
Disability tax credit certificate
Legal expenses to collect alimony, pension or retiring allowances
Notice of Assessment or Reassessment
Other carry-forwards amounts such as tuition, RRSP, etc.
Other CRA correspondence
Prior year tax return for new clients
Rental income and expenses
Small business income and expenses
Vehicle logbook for self-employed people and commissioned employees
Volunteer firefighter’s certificate
Zero income still could file and gets the benefits