Skip to main content
Find an Office

Canadian tax checklist.

We want to make sure you get every tax credit and deduction you’re entitled to.

Print

Here’s our handy tax checklist.

So, before you get started on your taxes, make sure you have all the receipts and income records you need.
Once you have these ready, calculate your refund.

Notice of Assessment/Reassessment (most important to bring!)
If you have your most recent Notice of Assessment (NOA), please bring it with you as it is very helpful for filing your taxes. If you don’t have your NOA, no problem - we can still file your taxes for you. Please bring the following items instead:

Slips

  • T4 slips (Employment income)
  • Employment insurance benefits (T4E)
  • Repayments of COVID-19 benefits
  • Interest, dividends, mutual funds (T3, T5, T5008)
  • T2202 Tuition and Enrollment Certificate
  • Old Age Security and CPP benefits (T4A-OAS, T4AP)
  • Other pensions and annuities (T4A)
  • Social assistance payments (T5007)
  • Workers' compensation benefits (T5007)
  • Advance Canada Workers Benefit (CWB) payments (RC210)
  • Workers’ compensation benefits (T5007)
  • T4FHSA First Home Savings Account Statement
  • All other information slips

Other documentation

  • Notice of Assessment/Reassessment
  • Canada Revenue Agency correspondence
  • Sale of principal residence
  • Sale or deemed sale of stocks, bonds or real estate
  • Northern residents deductions receipts
  • Rental income and expense receipts
  • Business, farm or fishing income/expenses
  • Automobile/Travel logbook and expenses
  • Disability Tax Credit Certificate
  • Declaration of Conditions of Employment (T2200)
  • Volunteer Firefighters certification
  • Search and Rescue volunteers certification
  • Written certification for eligible educator school supplies
  • Record of cryptocurrency transactions
  • Have a CRA My Account? Please check to see if you can sign in before your appointment. If you don’t have one or can’t sign in, no worries, we can still do your tax return.

Receipts

  • RRSP contribution receipts
  • Support for a child, spouse or common-law partner
  • Professional or union dues
  • Tool expenses (Tradespersons & apprentice mechanics)
  • Labour Mobility Deduction for Tradespeople
  • Office-in-home expenses
  • Other employment expenses
  • Teacher’s school supplies
  • Medical expenses
  • Home renovations (seniors and disabled)
  • Multigenerational home renovation tax credit
  • Charitable donations
  • Political contributions
  • Childcare expenses
  • Adoption expenses
  • Moving expenses
  • Interest paid on student loans
  • Carrying charges and interest expenses
  • Exams for professional certification
  • Digital news subscription
  • Labour Mobility Deduction for Tradespeople

Frequently asked questions.

Yes, but it depends on which slips are missing. Before filing, make sure you have the information needed to accurately report your income and claim any deductions or credits. In many cases, missing slips may already be available through CRA My Account, or you can obtain the information directly from the CRA or the issuer.

If you're unsure whether you have everything you need, an H&R Block Tax Expert can help review your tax situation, identify any missing documents, and help you determine the best next steps for filing accurately. Filing with incomplete or incorrect information could result in delays or reassessments.

Learn more in our guide: Missing T4 or T5 for 2026? What to do if your tax slips haven't arrived.

When filing your taxes, we require that you bring government-issued identification.

Acceptable forms of identification include:

  • Driver's license

  • Passport

  • Provincial or territorial ID card (where applicable) 

  • Permanent Resident Card

You should also have your Social Insurance Number (SIN).

Having identification helps your H&R Block Tax Expert verify your identity, confirm your personal information, and prepare your tax return accurately.

Yes. H&R Block offers secure options for sharing tax documents electronically, so you may not need to bring paper copies to your tax appointment. Depending on how you choose to file, you can upload and share your tax slips, receipts, and other supporting documents digitally.
If you have access to CRA My Account, you may also be able to authorize your H&R Block Tax Expert as a representative. With your permission, they can access and download many of your available tax slips directly from the CRA, helping ensure your tax return is completed accurately and reducing the need to gather documents yourself

You can read more about our tax filing options here: File Your Taxes The Way You Want
 

If you're filing your first Canadian tax return, bring the following documents, if applicable:
•    Government-issued photo ID
•    Social Insurance Number (SIN) or temporary tax number.
•    Immigration documents showing your date of arrival in Canada
•    Income slips (T4, T5, or other tax slips received in Canada).
•    Information about any foreign income earned before or after arriving in Canada.
•    Receipts for any deductions or credits you may be eligible to claim (e.g., tuition, medical expenses, childcare expenses).
 

The documents you need depend on your tax situation. Most taxpayers should gather all income slips (such as T4s, T5s, and T4As), receipts for deductions and credits, and their most recent Notice of Assessment if available. If you're self-employed, own rental property, or have investment income, additional records may be required.
Our tax checklist can help you identify the documents you need before filing your return.
 

No. While a CRA My Account can make tax filing easier, you can still file your taxes without one.

With a CRA My Account, you can access your tax slips, review information from previous tax returns, and authorize your H&R Block Tax Expert as a representative. This authorization allows your Tax Expert to securely access certain CRA information, including available tax slips, which can help ensure your return is complete and accurate.

If you don't have a CRA My Account, you can still file your taxes with H&R Block. However, it's important to bring all relevant tax slips, receipts, and supporting documents to your appointment, as your Tax Expert won't be able to access information directly from the CRA on your behalf. In that case, your return will be prepared based on the documents and information you provide.