Checklist

Please ensure you bring the following documents for your return

• Social Insurance Number, Address, and Birth Date
• Previous year Notice of Assessment.
• Income T-slips (T4, T4a, T5, etc.)
• Receipts of any other income (Canada, US, or international).
• Receipts for tax deductions, including charitable donations, medical expenses, childcare, transit pass, etc.
• Home office expenditures and purchases.
• Investment slips and receipts including RRSP and TFSA contributions.
• Your tax package sent by CRA (if applicable).

Frequently Asked Questions

What are tax-slips?
Slips are prepared by your employer, payer, or administrator. You should have received most of your slips (including your T4, T4A, and T5 slips) and receipts by the end of February. However, T3, and T5013 slips do not have to be sent before the end of March.

What if I am missing a slip? If you have not received, or have lost or misplaced a slip, you have to ask your the issuer (i.e. your employer) for a copy of the slip. Alternatively, check your CRA My Account to see if your slips are available online. Ali and Associates can do this step for you on your behalf.

What income should I file? Most monetary amounts you receive in a given year must be reported as income. As a resident of Canada, you have to report your income from all sources, both inside and outside Canada. Report all income in Canadian dollars.

When can you expect your tax refund? While there is guaranteed timeline, CRA has stated they hope to provide your refund within 2 weeks if filed electronically; or up to 8 weeks if filed by paper.

What if I file later than the deadline? The due date for filing your taxes this year are on or before April 30, 2022 for employed individuals and n or before June 15 for self-employed individuals. The CRA will impose interest and penalties on any amount owed after these dates. You may apply for exceptional circumstances including

• serious illness, accident, death of a family member
• financial hardship or loss of income
• natural disasters, civil unrest, and disruption of essential services such as the post office