2026 Tax Readiness Checklist
Get organized before tax season. Use this checklist to gather your slips, receipts, and supporting documents before your appointment.
Download PDF ChecklistPlease provide all applicable documents to help OBS Tax Services prepare your tax return accurately and efficiently.
New Clients
- CRA My Account access or authorize OBS as representative
- Last year’s Notice of Assessment
- Government-issued photo ID
- Direct deposit banking information
Everyone
- Medical receipts and health plan premiums
- Donation receipts
- Crypto transaction records, if applicable
- Government slips including T4E, T5007, RC62, and T4FHSA
Employees
- T4 slips from all employers
- Union or professional dues
- Last pay stub if T4 not received
- T2200 or T2200S employment expense forms
Students
- T2202 tuition slips
- Scholarship or bursary slips
- Student loan interest receipts
- Unused tuition carryforwards
Investors
- T3, T5, and T5008 slips
- Capital gains summaries
- RRSP contribution receipts
- Foreign income or T1135 details
Homeowners / Renters
- Rent or property tax receipts
- Home Buyers’ Plan details
- Purchase or sale closing documents
- Principal residence reporting information
Self-Employed / Side Hustles
- Business income summary
- Expense receipts and bookkeeping
- Vehicle log and home office expenses
- GST/HST and online platform income
New CRA Reporting
- Cryptocurrency purchases and sales
- Sale of home or investment property
- Online platform or gig income
- Foreign assets over $100,000
Before your appointment: Please check CRA My Account for any
outstanding slips. Many T3, T5, and investment slips are issued later in March.