To take advantage of the maximum tax deductions for your personal taxes, here is a list of documents to consider, depending on your particular situation:
- Employment Income (T4 and Relevé 1).
- Investment income (T5 and T3).
- RRSP or RRIF withdrawals (T4RSP and T4RIF).
- Universal Child Care Benefit (UCCB).
- Any other slip supporting income.
- Capital gain or loss.
- Rental income.
- Support payments received.
- Support payments made.
- Receipts for child care expenses.
- Contribution to your RRSP.
- Charity donation receipts.
- Medical expenses (download the form (under PERSONAL TAXES / FORMS) to calculate the sum for the current year.
- You are in a better position than us to know how much you have been refunded by your insurance companies.
- Copy of "federal and provincial" instalments made during the year.
- Last year's "Federal and Provincial" Notice of Assessment (IMPORTANT).
- Your Business or professional income and expenses form (if you are self-employed).
- Tuition fees (T2202).
- Carrying charges and interests.
- Disability amount.
- Interest paid on a student loan.
- Political contributions.
- Public transit passes.
- Physical activity program for children (children under 16).
- Artistic activities (children under 16).
- Union and professional dues.
- Repaying your HBP (Home Buyers' Plan).
- If you purchased a house between January 27, 2009, and December 31, 2014, and neither you nor your spouse owned a property over the past 5 years, you are entitled to a credit for the 2013 taxation year.
Simply mention it when you visit our office.
- If you are a volunteer firefighter, please mention it during your visit to our office. A generous tax credit awaits you.
- If you are a "non-resident", you must mention it when you come to our office. You are not entitled, among other things, to the work premium.
- If you made a charity donation in 2014, and neither you nor your spouse has made a charity donation since 2007, mention it when you submit your tax document, you will be entitled to a super 25% federal tax credit.RL-19 slip, if you received an advance payment from Revenu Québec for childcare expenses or work premium.A specimen cheque if you are a new customer, or if your bank account has changed since last year.
- If you pay support for a child (whether or not the child support is deductible), you cannot take the same child into your care.
It is important that you mention this.
- If you possess foreign property worth over $100,000, it is important that you inform us since you have to complete Form T1135.
- If you received taxable salary insurance during the current year, ask your company's payroll department to provide you with the premiums paid for salary insurance (only) in previous years.
- Ask your employer to provide you with this information in writing.