Documents You Need to File Your 2026 Taxes (Checklist)

The single biggest delay in getting a tax return filed is usually missing documents, not the actual preparation. Here's what to gather before your appointment.

For a personal (T1) return:

• T4 (employment income), T4A, T5 (investment income) and any other tax slips you've received.
• Receipts for deductions — RRSP contributions, childcare, medical expenses, charitable donations.
• If self-employed: a summary of business income and expenses for the year.
• Last year's Notice of Assessment, if you're a new client.

For a corporate (T2) return:

• Year-end financial statements or bookkeeping records.
• Prior year's corporate return and Notice of Assessment.
• Details of any shareholder loans, dividends paid, or major asset purchases during the year.

If you're not sure whether something qualifies as a deduction or needs to be included, bring it anyway — that's part of what Corporate & Personal Tax review covers.