Personal Tax: Documents to Gather Early
Organizing slips and deductions ahead of time speeds preparation and helps catch planning opportunities sooner.
Collect all slips (T4, T5, T5008, etc.) and note any employment expenses your employer certified on form T2200.
List deductions and credits you may qualify for—RRSP contributions, medical expenses, donations, and tuition—so nothing is missed in the interview.
If you are self-employed, separate business bank activity and keep invoices and receipts organized by category. That discipline pays off at filing and in any review.