Whether you're a salaried employee, a self-employed individual, or an investor, having the right documentation is crucial for accurate tax filing. At Pauls & Associates, we understand that tax season can be overwhelming, especially when it comes to gathering the necessary documentation. That's why we've created this page to help you understand the most common tax slips you'll need for your appointment with us.
When visiting us for your tax appointment, it's essential to bring along the most common tax slips to ensure accurate and efficient filing. Here's a comprehensive list of the documents you may need:
Latest Notice of Assessment
This letter, issued by Revenue Canada and Revenue Quebec, serves as confirmation of your tax filing and assessment.
T4 and Relevé 1 Slips
These slips detail your employment income and are provided by each employer you worked for during the calendar year.
T4E Slip
Issued for Unemployment Insurance income, obtainable from the Services Canada website or via mail.
T5007/Relevé 5 Slip
For Worker's Compensation (CSST) and Welfare Income, provided by the government.
T3 and T5 Slips
Detailing Investment Income, such as interest, dividends, and foreign investments, issued by your financial institutions.
Relevé 31 Slip from Landlord
Provided you have a lease with your name on it.
T2202 and Relevé 8
Tuition credits from post-secondary education are provided by the school.
RRSP Tax Slips
Provided by banks or investment companies.
T5008 or Profit/Loss Worksheet
Detailing Capital Gains/Losses from stocks provided by your financial institution.
T4 (OAS) / T4A (P) / Relevé-2
Detailing Pension Income.
T4A- Relevé-1 / Relevé-2
For other income/self-employment.
Relevé-24 or Receipt for Child Care Expense
Provided by the daycare.
List of Revenue and Expenses
Prepared by taxpayers or bookkeepers for self-employment business income.
Telephone: (514) 585-6848
Fax: (514) 488-5537
Email Us: pauls.nd.associates@gmail.com
Address: 5463 Chemin Queen Mary, Montreal, QC H3X 1V5
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