Personal Income Tax

  • Do you complete personal tax returns?

  • Can you file taxes for people who do not live in this country?

  • What documents do I need?

  • I haven’t filed my taxes for 2 years.  Can I still file it, even though the deadline has passed?

  • How much will you charge to do my taxes?

  • How long will it take approximately?

  • Can I make an appointment?

  • Do you have any evening appointments available?

  • Do you have an earlier time?

Checklist of things you may need to file your taxes

  •  
    • Personal information Social Insurance Number - Address - Date of Birth - Marital Status - Dependents 

    • Charitable donations

    • Child care payments

    • Home office expenses

    • Interest on loans paid to earn investment income

    • Medical expenses

    • Moving expenses for which you were not reimbursed

    • Pension income

    • Prior year’s notice of assessment

    • Prior year’s tax return

    • RRSP paid during the year up to the end of February

    • Spousal support payment received or made

    • Student loan interest

    • Tuition fees

    • T3 - trust and dividend income

    • T4 - employment income

    • T4A - old age security

    • T5 - investment income

    • T5007 - social assistance

Checklist

  • Did you explain what information you needed?

  • Did you give all the necessary details?

  • Did you ask all the questions?

  • Did you repeat back all the important information? (date - time - location)

  • Did you thank the other person for their help and information?

 

     Thank you for all your help.  Thank you for your assistance.  Thanks for everything.  I appreciate your help.