Bring Your Documents | North Star Tax Services

The basics

Everyone needs these.

Photo ID (required)A driver's licence, health card with photo, or passport.
Your Social Insurance Number
Spousal information, if it appliesYour spouse's or common-law partner's name, SIN and income for the year.
Last year's Notice of Assessment, if you have itThe letter CRA sent after your last return. It shows your RRSP room and amounts that carry forward.
Banking details for direct depositA void cheque works, if CRA doesn't have your account yet.
A note of any big changes this yearA move, a marriage or separation, a new baby, or a death in the family.

Bring every slip that came in the mail or that you can download. Most arrive by the end of February.

Not sure if something counts? Bring it anyway. We'll sort it out.

These feed the Ontario Trillium Benefit, which is easy to leave on the table.

Property tax or rent receiptsThe total rent you paid, or the property tax on your home.
Long-term care home statementsIf you or a family member lived in a long-term care home.
Details of a home you soldThe sale date and price. Even a principal residence has to be reported.

Behind on a year or two? Bring what you can find.

Any letters from CRA
Slips for the years you missedLost some? Bring what you have. Many can be found through CRA online.
Any other tax documents that seem relevant