• T4: Employment income and tips total (if applicable)
  • T4A: Commission Income
  • T3: Trust Income
  • T4E: Employment Insurance (EI) and other benefits
  • T5: Income from a Private Corporation
  • T5008: Statement of Securities Transactions
  • T5013: Partnership Income
  • T4RSP: RRSP withdraw income
  • T5007: Disability Income
  • T4RIF, T4OAS, T4AP: Retirement Income
  • Sole Proprietor (Not income from Corporation): Provide a summary of the income and expenses of the business, along with any assets purchased. This can be done by using our Sole Proprietor Business Tracker (let us know you need this and we will send it to
    you). Alternatively you can provide us with all statements and receipts for us to do the bookkeeping and create the summary (Bookkeeping and sorting charges will apply).
  • Farming Income: Provide a summary of the income and expenses of the business, along with any assets purchased. Alternatively you can provide us with all statements and receipts for us to do the bookkeeping and create the summary (Bookkeeping and sorting charges will apply).
  • Rental Income: Summary of income, expenses and asset purchases per rental property.
  • Investment Income or losses: ABIL (Allowable Business Investment Loss). If ABIL
    please provide financial statements from the corporation and amount to claim.
  • Capital Gains or losses: T3, T5, T5013, Statement of gains or losses from brokerage (if stocks). For other properties sold (ie. Real estate) need year of acquisition, purchase price, proceeds of disposition, expenses incurred to prepare & sell property, and address of the property.
  • Spousal or Child Support Income: Separation/divorce agreement, amounts received for each