Not everyone needs every document: identify what applies to your situation, then print the list to use as a reminder.
Employment income (T4/RL‑1)
Employment insurance (T4E) and QPIP benefits (RL‑6)
Interest, dividends, mutual funds (T3/RL‑16, T5/RL‑3, T5008/RL‑18)
Social assistance payments (T5007/RL‑5)
Workers’ compensation benefits (T5007/RL‑5)
Advance payments of the Canada Workers Benefit (CWB) (RC210)
T4FHSA, First Home Savings Account statement
Old Age Security and CPP/QPP benefits (T4A(OAS), T4A(P)/RL‑2)
Other pensions and annuities (T4A/RL‑2)
All other slips and statements that apply to your situation
RRSP contributions
FHSA contributions
Childcare expenses
Physical and arts activity expenses (Quebec only)
Medical expenses
Charitable donations
Political contributions
Union or professional dues
Moving expenses
Interest paid on student loans
Tuition receipt (T2202 / RL‑8)
Home office expenses
Other employment expenses
Support payments made (spouse, common-law partner or child)
School supplies (eligible teachers and early childhood educators)
Tool expenses (tradespeople and apprentice mechanics)
Labour mobility deduction for tradespeople
Previous year’s CRA notice of assessment
Previous year’s Revenu Québec notice of assessment (Quebec residents only)
Sale of a principal residence or real estate property
Rental income and expenses
Business or self-employment income and expenses
Vehicle logbook and expenses
T2200 / TP‑64.3, Conditions of employment and expenses
Disability tax credit certificate
This list is provided for guidance only and does not replace professional advice. A MyTaxly tax specialist reviews your file to make sure nothing is missed.