Preparation Checklist

PREPARATION CHECKLIST

You must bring all required tax documents with you to your appointment.

• • Government-issued photo ID (e.g. BC driver’s license or a passport)
  • Notice of Assessment from the previous tax year (if applicable)
  • Tuition amounts to carry forward (if applicable) – can be found on your Notice of Assessment
  • Social Insurance Number (SIN)
  • All tax slips, which (may) include:
    • T2202 – tuition, education, textbook amounts certificate
    • T4 – statement of remuneration (employment income)
    • T4A – statement of other income (often scholarships and bursaries)
    • Tax receipts for charitable donations, medical expenses – if claiming these
  • If you have a spouse or common-law partner in Canada, BOTH people need to attend the scheduled meeting
  • If your spouse or partner lives outside of Canada, you’ll need to know their global income (used to calculate your Canadian benefits and credits, e.g. GST/HST, Child Tax Benefit)
  • Newcomer to Canada? You need to know your arrival date, global income that same year, and “residency status”
  • International Student? It’s your responsibility to know your “residency status” for tax purposes