Personal Finance · GUIDE
Personal tax checklist
Gather the records relevant to your return before your appointment.
Gather your information
Collect available T4, T4A and other income slips, your previous notice of assessment, and records of changes to your personal circumstances. Tell your preparer about income for which no slip was issued.
Prepare supporting documents
Where relevant, gather contribution receipts and records for expenses or credits you plan to discuss. Eligibility must be checked for your situation; having a receipt does not by itself establish a deduction. Arrange secure document exchange rather than using the general contact form.
Official sources
Article reviewed September 13, 2026. Opens in a new tab.