Draft for professional review before publication. General educational information only; not personalized tax, financial or legal advice.
Gather your records
Make a list of your income sources, including employment, self-employment and rental income. Gather the relevant slips and supporting records through an appropriate secure process.
Consider changes in your circumstances
Changes in family, work or living arrangements can affect what information is needed. Discuss these changes with your tax preparer rather than assuming a credit or deduction applies.
Start with a checklist
List your income sources, identify missing records and note questions for your preparer. Do not send your SIN or tax records through a basic website inquiry form.
For current official requirements, consult the Canada Revenue Agency or an appropriate adviser.
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