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Clients do not need an appointment to drop off their documents for tax return preparation.

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What does my accountant need to do my taxes?

Here is a general list of what documents we will be looking for to complete your 2022 T1 Tax Return:

  • T-slips from employers, financial institutions, government programs

  • Final property tax bill for 2022 OR rent slips for 2022

  • Medical expenses - see separate section below

  • Union and professional dues

  • Self employed income and expenses 

  • Child care receipts

  • Charitable Donation slips - must be the actual slip, not a copy of an email

  • Investment Counsel fees - for Non-Registered investments

  • Political Contributions

  • Home Accessibility expenses

  • Educator school supplies receipts

  • Digital subscription receipts

  • Staycation credit expenses

  • Tuition expenses or interest paid on student loans

What else I need to tell my accountant about?  

For some clients, we only see you a couple times a year.  So much can happen in 365 days! Make sure you inform us of the following:

  • NEW FOR 2022...Do you own more than one property?  

  • Did you move in 2022 or 2023?

  • Did you cancel your landline phone or change your phone number?

  • Do we have your email address?  Has it changed in the past year? CRA is working towards a more paperless system so having a "My Account" and registered email address is pretty important.

  • Did your marital status change in 2022 or 2023?

  • Did you add any dependents in 2022 or 2023?

What medical expenses are allowed?

CRA has a searchable list available if you are unsure if a particular expense is allowable or not.

CRA Eligible Medical Expenses

NEW THIS YEAR - We are encouraging our clients to provide a summary or statement from their pharmacies and insurance providers for their prescription medications and medical expenses.  The office will be imposing an extra charge for time spent sorting through and manually adding medical receipts.

  • Prescription medications - not over the counter medications - even if they are prescribed

  • Dental charges

  • Glasses / eye doctor fees

  • Massage, chiropractor, etc. receipts

  • Medical related modifications to your home

  • Fees that you pay for your health insurance plan

  • Any trips that you make for a medical appointment that are at least 40 km from your home

  • Nursing / Retirement home / Attendant care annual statement

What Qualifies for the Staycation Credit?

Ontario residents can claim 20% of their eligible 2022 accommodation expenses when filing their personal Income Tax Return for 2022. You can claim eligible expenses of up to $1,000 as an individual or $2,000 if you have a spouse, common-law partner or eligible children, to get back up to $200 as an individual or $400 as a family.

Eligible expenses

You can claim the Ontario Staycation Tax Credit for accommodation expenses for a leisure stay of less than a month in Ontario, at a short-term accommodation or camping accommodation, such as a:

  • hotel

  • motel

  • resort

  • lodge

  • bed-and-breakfast establishment

  • cottage

  • campground

  • vacation rental property

The tax credit only applies to leisure stays between January 1, 2022, and December 31, 2022.

The accommodation expenses must have been paid by you, or your spouse or common-law partner.

Includes accommodation for a single trip or multiple trips, up to the maximum expense limit of $1,000 as an individual or $2,000 as a family

You must keep your detailed receipts for any eligible expenses you claim for the credit. Those receipts must include:

  • the location of the accommodation

  • the amount that can reasonably be considered to be for the accommodation portion of a stay

  • GST/HST number of the accommodation provider

  • the amount of GST/HST paid

  • the date of the stay

  • the name of the payor

LRH Larry R Hemeryck
CPA Professional Corporation

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