Required Documents

You will find, in this section, the list of documents needed to prepare your personal tax return:

  1. Employment expenses (T777) Employment expense worksheet for the year (one per person)
  2. Medical expenses Medical expense worksheet for the year (one per person)
  3. Eligible medical expenses List of eligible medical expenses
  4. T2201 (11) F Disability Tax Credit Certificate
  5. Rental property (T776) Income and expense worksheet for the year (one per property)
  6. Self-employment (T2125) Income and expense worksheet for the year (one per person)
  7. T183 (10) F Information return for electronic filing of an individual’s income tax and benefit return (Canada Revenue Agency) — document to sign and return so we can file your federal tax return
  8. TP-1000-TE Online filing of the individual income tax return (Revenu Québec) — document to sign and return so we can file your Québec tax return

This list is provided for information purposes. Bring the documents that apply to your situation when you meet with us.

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