What Documents Do I Need to Have Ready to File My Canada Tax Return?

The exact documents you’ll need to file your Canadian tax return will vary based on your personal financial situation. However, the following list offers a helpful starting point for gathering the required documentation:

Essential Documents to Collect:

• Your US federal and state tax filings for the same tax year
• T4 slips – Employment income
• T4E slips – Employment Insurance (EI) benefits
• T3, T5, T5008 slips – Interest, dividends, and mutual fund income
• RRSP contribution receipts
• Capital gains or investment income statements
• Rental income and expenses, if applicable
• Bank interest received in Canada
• A calendar noting dates you were outside Canada during the year (for residency and tax credit purposes)

Providing these documents helps ensure your Canadian tax return is accurate, compliant, and fully optimized for deductions and credits you may be entitled to.

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