CRA provides information about reporting income.
Other guides, schedules and forms to complete income tax and benefit return
Type the T-Slip number into the CRA Search box on the top right corner of any page of the CRA website to learn more.
Not all income/information is found on a T-slips. Complete this questionaire, enclose all paperwork and prepare the record keeping.
This questionaire is designed to minimize cost of tax return preparation and reduce the risk a tax audit will uncover unreported income.
Click here for a complete list of forms and publications on CRA’s website.
It may be necessary to adjust the cost basis of investments based on information provided on T-slips and backer documentation to T-slips provided with T-slips. Provide all documentation provided with T-slips to the tax preparer to ensure these calculations can be made.
Income Tax Act S. 81 http://laws-lois.justice.gc.ca/eng/acts/I-3.3/section-81.html
CRA What's not taxable? http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/ncm-tx/rtrn/cmpltng/rprtng-ncm/nttxd-eng.html
Print this form to sign and deliver to your tax preparer. If there's anything you aren't comfortable disclosing, please bring along the information to provide it in person at the time of your interview. This form was created in 2016. Tax rules change all the time. There may be new and different information that is required to be provided in order for your tax preparer to know you well enough to file your tax return. Yes, that's exactly right, your tax preparer has to know your finances as well as you do in order to file your return with any degree of comfort.