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Tax Checklist

A practical checklist of the documents and details usually needed to prepare Canadian personal and business tax returns.

Updated April 2026

Bring this checklist to your consultation so we can prepare your return accurately and avoid follow-up delays.

Frequently Asked Questions

Quick answers to the most common questions on this topic.

Common items include T4 and T4A slips, pension and government benefit slips, investment slips such as T3 and T5, plus business or rental income summaries when applicable.