• Charity: Canadian Charity Donation Receipts/Official Donation Receipts
• Medical: summary of medical expenses, with total
• Disability tax Credit: Confirmation CRA has approved the T2201
• Eligible Dependent for those who are single: details of dependent you support (Name, Relationship, Date of Birth, S.I.N.#)
• Caregiver: details of dependent you support (Name, Relationship, Date of Birth, S.I.N. #) and Nature of Impairment.
• Tuition: T2202A or TL11A from foreign institutions
• Interest paid on student loans: Official Receipt from government or institution showing
  interest paid amount
• Volunteer firefighter or search and rescue: T4 with box 87 filled in
• Teacher who paid for class school supplies: Provide summary of expenses with total (ensure to keep receipts in case CRA asks)
• Subscribed to a Digital Media News Organization: Receipt for digital subscription with QCJO number
• Made personal tax installments to the CRA: Total of installments made for the year
• Repaid CERB or CRB or CSRB: T4A or T4E
• First Time Home Buyer (not owned in last 5 years): Full address of property, acquisition date and confirm which spouse is claiming the credit (or can be split)

• RRSP Contribution Slips: RRSP Contribution Receipt, including first 60 days of the current year we are in right now (March 1 to February 28)
• Professional Dues and Fees/Union Dues: Receipts from association dues or fees paid
• Child Care Expenses: Child Care Receipts provided by the individual or organization that received the payment. If it is an individual, make sure that the receipt shows the individual's social insurance number.
• Moving Expenses (greater than 45 KM closer to your work, business or school): Distance between old and new residence, distance between new residence and new work or school location. Detailed summary of all expenses incurred for move.
• Spousal and/or child support payments: Separation/divorce agreement, amounts paid for each
• Interest and Management fees for investments: Statement or other documentation proving amounts paid
• Employment expenses: Completed T2200 signed by your employer, summary of employment expenses.
• Clergy Residence: Completed T1223 signed by your employer, summary of home expenses
• Stock Options from Employment: T4 and documentation for details of stock options
• Armed Forces or Police: T4
• Northern Residents Deduction: Confirm if you live in any of the prescribed zones defined by the CRAprescribed zones defined by the CRA.
• FHSA (First Home Savings Account) Contribution: T4 FHSA Slip

• 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

We only have to report Foreign Assets that had an initial cost of over $100,000 CAD. If the property is jointly held 50/50 (ie. Between spouses) then the initial cost would need to exceed $200,000 CAD. For foreign assets with a total cost of over $100,000 CAD, a separate form must be prepared and filed (T1135) with the CRA by April 30th to avoid penalties.

Foreign Assets include:

1. Real Estate held in a foreign country - Note: this does not include personal use properties (ie. You not renting out property to earn rental income).
2. Stocks of foreign corporations – Note these could be held in a Canadian Brokerage or foreign brokerage
3. Foreign investments – either privately held or in a foreign brokerage
4. Loans made to people or entities in foreign countries
5. Funds held in foreign bank accounts