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- To file a Canada tax return in 2026, you need your SIN, income slips (T4, T4A, T3, T5, and others depending on your situation), receipts for any deductions you're claiming, and your prior year's notice of assessment.
- Tax slips fall into four main categories: employment (T4, T4E), pension (T4A(OAS), T4A(P)), investment (T3, T5, T5008), and education (T2202/TL11), most of which are also available through CRA My Account if a paper copy is delayed.
- Common deduction receipts include RRSP contributions, medical and childcare expenses, charitable donations, and employment expenses requiring a signed T2200.
- Self-employed filers and small business owners need additional records: income and expense logs, a vehicle mileage log, home office costs, and GST/HST filing information if registered.
- The CRA recommends keeping all tax documents for six years from the end of the relevant tax year in case your return is selected for review.
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Book a Free ConsultationAt a minimum, you need your SIN, all income slips for the year (T4, T4A, T3, T5, and any others that apply), receipts for deductions you plan to claim, and your prior year's notice of assessment. Self-employed filers and property owners need additional income and expense records.
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