Send us your information via:
- email: mail@gtimmons.com
- secure client portal: request a link by emailing mail@gtimmons.com
- mail/courier: 105 – 2442 St. Joseph, Orleans, ON K1C 1G1
Click to learn how to scan slips to PDF using your phone
General
- Send us all tax slips received.
- Send us details of any changes to your personal status (marriage, separation, births, new address, telephone number, disability, death)
- If you sold your principal residence (cottage or home), send us the selling price, date of sale, date of purchase, and the address
- If your employer requested that you work from home due to COVID-19, send us the # days that you worked from home
- If you own foreign property (shares or real estate) with a total cost >$100,000 Cdn, send us the details as this must be reported on your return
Deductions
- Donations (Canadian charities only)
- Medical expenses (drugs, dental, glasses, therapy, private health plan premiums, medical travel insurance premiums)
– summarize by family member
– identify any amounts reimbursed
– if there are a significant number of drug receipts, consider getting a summary from the drug store - RRSP contributions
- Spousal or child support paid
- Political contributions
- Property tax or rent paid (if family net income < $80,000)
- Professional fees or union dues (if not on T4)
Children
- Child care (day care, camps)
- T4s for summer jobs
- College or university tuition (the student must print form T2202A available from the school website)
- T4A if funds withdrawn from an RESP
If you own investments or property (excluding RRSP & TFSA accounts)
- Stocks – Capital gains summary report
- Mutual Funds – Annual statement showing gains/losses (for all funds)
- Real estate sales – agreement of purchase and sale (for both original purchase and sale)
- Interest on money borrowed to earn investment income
- Investment management fees
Other
- Spousal support received
- Details of any foreign income (eg. pension / investment)
- Moving expenses (T1M) if you moved 40 km closer to a new place of work
- Employment expenses (auto / supplies / home office) – form T2200 must be signed by your employer
- Home Accessibility Tax Credit
If you are 65 or older and have remodeled your home for safer access, you are eligible for this credit
https://www.canada.ca/en/revenue-agency/programs/about-canada-revenue-agency-cra/federal-government-budgets/budget-2022-plan-grow-economy-make-life-more-affordable/home-accessibility-tax-credit.html - Ontario Staycation Tax Credit
Accommodation expenses for holiday stays in Ontario are eligible for this refundable tax credit. Receipts are required and the host must be registered for HST.
https://turbotax.intuit.ca/tips/what-is-the-ontario-staycation-tax-credit-15567