Everything to gather for your 2026 return.

Standard individual (T1)

• Most recent complete tax returnRequired to understand your last filed position
• Notice of Assessment for the most recent returnConfirms CRA's assessment and carry-forward amounts
• Second most recent complete tax returnRequired for a reliable two-year filing history
• Notice of Assessment for the second returnUsed to compare prior balances and adjustments
• Government identificationConfirms the taxpayer's identity
• T4 employment slipsEmployment income and deductions at source
• T4A, T4A(P), T4A(OAS), T4E slipsPension, benefit and self-employed commission amounts
• T5, T3 and T5008 slipsInvestment income and securities dispositions
• RRSP and FHSA contribution receiptsDeductions claimed against income
• T2202 tuition certificateTuition and education amounts
• Rent paid or property tax receiptsProvincial residency and benefit claims
• Medical expense receiptsMedical expense credit
• Official donation receiptsCharitable donation credit
• Childcare and dependant receiptsChildcare deduction and dependant credits
• Instalment payment summaryCredits amounts already paid to CRA

Self-employed (T1 + T2125)

Everything on the individual list, plus:

• Business or professional income recordsSales, invoices and platform payout summaries for T2125
• Business expense recordsSupplies, advertising, insurance, professional fees and other costs
• Vehicle log and running costsMotor vehicle expense claim
• Home-office detailsWorkspace-in-the-home calculation
• GST/HST returns filed for the periodReconciles reported sales and input tax credits
• Asset purchase and disposal invoicesCapital cost allowance
• Income statement / balance sheet (or complete the online boxes)Required to prepare the statement of business activities

Corporation (T2)

• Most recent T2 corporation returnRequired to understand the last filed position
• Notice of Assessment for the most recent T2Confirms CRA's assessment and balances
• Second most recent T2 corporation returnRequired for a two-year filing history
• Notice of Assessment for the second T2Compares prior balances and adjustments
• Year-end financial statementsBasis of the GIFI schedules in the T2
• Trial balance or general ledgerSupports the reported balances
• Bank and loan statements for the fiscal yearReconciles cash and debt balances
• GST/HST returns and working papersReconciles reported revenue
• Payroll filings (T4 summary, PD7A)Confirms salaries and source deductions
• Capital asset purchases and disposalsCapital cost allowance schedules
• Shareholder transactions and loan detailsShareholder loan and dividend reporting
• Minute book changes for the yearShare, director and address changes reported on the T2
• Income statement and balance sheet (or complete the online boxes)Required to prepare the corporate return