As we approach the 2025 tax season, preparing early can save time, reduce stress, and help ensure nothing important is missed. Whether your tax situation is straightforward or more complex, having the right information ready allows us to file your return efficiently and accurately.
Below is a comprehensive overview of the documents and information that may be required to prepare your 2025 personal tax return.
If you’d like to minimize the number of documents you need to gather, you can authorize us to access your CRA My Account, allowing us to retrieve many items directly on your behalf.
Authorizing Us to Access Your CRA Account
Authorizing a representative with the Canada Revenue Agency helps streamline the tax preparation process and reduces back-and-forth requests.
How to authorize access:
- Log in to your CRA My Account
- Under “Manage Profile,” select “Authorize a Representative”
- Enter REP ID: B79P46B
- Access level: Level 2
- Expiry: No expiry
- Once authorized, we can securely retrieve most tax slips and account details directly from CRA
If you’d prefer guidance, we’re happy to walk you through the process.
Personal Information to Confirm
To ensure accuracy, we may need:
- Full legal names for you, your spouse, and dependents
- Social Insurance Numbers (SINs) for all family members
- Dates of birth
- Residency status (Canadian resident or newcomer)
- Current home address, phone number, and email
- Marital status and date of any change in 2025
- Carryforward balances (unused RRSP or tuition amounts)
- Home Buyers’ Plan (HBP) or Lifelong Learning Plan (LLP) repayment details
- Date of entry to Canada (if applicable), including income earned before arrival
- Prior year tax return or Notice of Assessment (helpful for reference)
Employment and Other Income
Depending on your situation, you may receive:
- T4 slips (employment income)
- RL-1 slips (Quebec employment income, if applicable)
- T4E (Employment Insurance benefits)
- T4A (other income, pensions, or benefits)
- T4RSP (RRSP withdrawals, if applicable)
- T2200 (Declaration of Conditions of Employment, for home office claims)
Investment and Other Income
If you earned investment income or sold assets, please provide:
- T3, T5, and T5008 slips
- T5013 (partnership income, if applicable)
- Documentation for the sale of investments or property (including principal residence)
- Foreign income details and T1135 reporting if foreign assets exceeded $100,000
Education-Related Expenses
You may be eligible to claim:
- T2202 (tuition and education amounts)
- Student loan interest receipts
- Education-related scholarships or grants
Government Benefits and Pensions
If applicable:
- T4A-OAS (Old Age Security)
- T4AP (CPP benefits)
- T4A (other pensions, annuities, or income support)
Social Assistance and Workers’ Compensation
- T5007 slips for social assistance or workers’ compensation benefits
Additional Income, Capital Gains, and Rentals
Please include:
- Any other income slips not listed above
- Capital gains or losses from investments or property sales
- Rental income and expenses, or property sale details
(If you have rental income, let us know — we can provide a worksheet to help organize this.)
Housing and Living Expenses
- Rent paid during the year (or total annual rent)
- Property tax receipts or totals paid
Deductions and Tax Credits
These items can significantly reduce taxes payable:
- RRSP contribution receipts (including spousal RRSPs) and contribution room
- FHSA contribution receipts (if applicable)
- Support payments (alimony or spousal support)
- Professional or union dues
- Tool expenses (for tradespersons and apprentice mechanics)
- Medical expenses (prescriptions, dental, vision, and eligible treatments)
- Charitable and political donation receipts
- Childcare expenses (daycare, babysitters, camps)
- Adoption expenses (if applicable)
- Children’s arts and sports program fees (Quebec only)
- Moving expenses (if eligible under CRA rules)
- Investment carrying charges and interest
- Home office expenses (T2200 required from employer)
- Fees for professional certification exams
Important 2025 Tax Deadlines
- Personal filing deadline: April 30, 2026
- Self-employed filing deadline: June 15, 2026
(Any balance owing is still due April 30, 2026)
Tip: Set Up Direct Deposit
Setting up direct deposit with CRA helps ensure faster refunds and timely benefit payments.
Need Help Getting Organized?
If you’re unsure whether an item applies to you, include it anyway — we’ll review it together. Our goal is to make the tax filing process as smooth and stress-free as possible.
📩 Have questions or need assistance? Contact us anytime — we’re here to help.