Send us your information via:

  1. email:
  2. secure client portal: request a link by emailing

Click to learn how to scan slips to PDF using your phone


  • 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 you own non-Canadian property (shares or real estate) with a total cost >$100,000 Cdn, send us the details
  • If you worked from home more than 50% of the time, send us form T2200 prepared by your employer along with a summary of your rent, utilities, and office expenses


  • 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
  • First Home Savings Account (FHSA) contributions
  • Spousal or child support paid (send signed agreement if first year)
  • Political contributions
  • Property tax or rent paid (if family net income < $100,000)
  • Professional fees or union dues (if not on T4)


  • 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  • T4A if funds withdrawn from an RESP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
  • Cypto currency activity (gains/losses)