Tax Readiness Checklist
Documents required for personal tax filing. Built in the same clean, expandable style as your pricing page, with each section organized so clients can open only what applies to their return.
Designed to match your site
The layout follows the expandable section approach used on your Pricing page, with polished cards, strong blue headers, and client-friendly organization. ([obstax.com](https://obstax.com/pricing/))
Simple for clients
Each category opens separately so clients can focus only on the slips and records that actually apply to them, just like your pricing categories. ([obstax.com](https://obstax.com/pricing/))
Aligned to your messaging
The page keeps the same plain-language approach used on your site, including the idea that clients should not pay for what they do not need. ([obstax.com](https://obstax.com/pricing/))
Expandable checklist sections
Please provide these documents to prepare your income tax return. Providing complete information early helps prevent delays.
1
New Clients
Only required for first-time clients
New Clients
Only required for first-time clients
- CRA My Account login information or authorize OBS Tax Services as your representative
- Last year’s Notice of Assessment
- Government-issued ID
- Direct deposit banking information (void cheque)
2
Everyone
Common slips and supporting receipts
Everyone
Common slips and supporting receipts
- Medical receipts and health plan premiums
- Charitable donation receipts
- Digital asset / cryptocurrency transaction records, if applicable
- T4E – Employment Insurance benefits
- T5007 – Social assistance / workers’ compensation benefits
- RC62 – Canada Child Benefit statement
- T4FHSA – First Home Savings Account slip
3
Employees
T4 slips and employment-related claims
Employees
T4 slips and employment-related claims
- T4 slips from all employers
- Union or professional dues receipts
- Last pay stub of the year if T4 has not been received yet
- Employer-paid medical insurance premiums
If claiming employment expenses
- T2200 / T2200S signed by employer
- Vehicle log and fuel receipts
- Home office expenses
- Employment supplies
4
Students
Tuition, bursaries, and interest
Students
Tuition, bursaries, and interest
- T2202 – Tuition slip from school
- T4A – Scholarships or bursaries
- Student loan interest statement
- Unused tuition amounts from prior years
5
Investors
Investment income, RRSPs, and foreign reporting
Investors
Investment income, RRSPs, and foreign reporting
- T3 – Trust income
- T5 – Investment income
- T5008 – Statement of Securities Transactions
- Capital gains reports from brokerages
- RRSP contribution receipts, including the first 60 days of the year
- Investment management fees
- Cryptocurrency transactions
- Foreign income or assets, where T1135 reporting may apply
6
Homeowners / Renters
Housing-related receipts and reporting
Homeowners / Renters
Housing-related receipts and reporting
- Rent receipts
- Property tax statements
- Home Buyers’ Plan repayment information
- Documents from purchase or sale of a home
- Principal residence sale information
- Foreign property reporting, if applicable
7
Self-Employed / Side Hustles
Business income, expenses, and platform reporting
Self-Employed / Side Hustles
Business income, expenses, and platform reporting
- Business income summary
- Expense receipts
- Vehicle log and home office expenses
- Online platform income such as PayPal, Stripe, Square, Etsy, and similar platforms
- Ride-share or delivery income such as Uber or DoorDash
- GST/HST collected
- Rental income and expenses, if applicable
8
New CRA Reporting Requirements
Important areas clients often miss
New CRA Reporting Requirements
Important areas clients often miss
- Buy or sell cryptocurrency
- Sell a home or property during the year
- Earn income from online platforms
- Own foreign assets over $100,000
Before Your Appointment
- Check your CRA My Account to confirm all slips have been issued
- Many slips such as T3, T5, and T5008 may not be available until late March
- Gather your receipts early to reduce preparation delays
Suggested extras for this page
- Add a “Book an Appointment” button near the hero
- Add a secure “Upload Documents” button beside it
- Include a deadline reminder strip for April 30 and June 15
- Optionally add a downloadable PDF version of the checklist
OBS Tax Services • Oakbank, Manitoba • www.obstax.com