Good to know....
I think I'm ready to get my 2020 taxes prepared...
PLEASE NOTE THAT OUR OFFICE IS OPEN BY APPOINTMENT ONLY AND NO IN PERSON MEETINGS ARE BEING HELD AT THIS TIME
WHAT DO I NEED TO TAKE TO MY ACCOUNTANT?
Most T-slips were due by the end of February, except for T3's - Statement of Trust Income, which are due at the end of March.
Generally speaking, here is what we need to complete your 2020 T1 Return:
Keep in mind, that not everyone has all of these slips each year.
T3 / T4 / T5
T4A / T4A(P) / T4A(OAS) / T4RIF
T5008 / T5007 / T4E / T4RRSP
RRSP Contribution slips
Property tax / rent paid in 2020
Out of pocket medical expenses
Official donation slips
Did you receive CERB in 2020? That will show on a T4A slip
Did you move in 2020? We'll need some details
Did you attend college or university? We'll need your T2202 and T4A's
Larry R Hemeryck
CPA, CGA, CFP, CAFA
We make your business our business
Thanks for visiting our site. We take your safety and our safety seriously.
Our office is open Monday to Friday BY APPOINTMENT ONLY.
Please email or call to set up a convenient time to drop off or pick up materials or to sign documents.
We are not conducting any face to face meetings at this time. Please call to set up a phone meeting. Thank you for your understanding. Stay safe.