If you have any of these documents in an electronic form, please bring them with you to the clinic on a USB Flash Drive. Please consider the environment before printing. You may not require all of these items. It is your responsibility to bring all applicable tax documents for your appointment.

  • Laptop (highly recommended) OR USB Flash Drive
  • Notice of Assessment from the previous tax year (if applicable)
  • Tuition amounts to carry forward (if applicable) – can be found on your Notice of Assessment
  • Social Insurance Number (SIN) OR Individual Tax Number (ITN)
  • T4 (if applicable)
  • T4A (if applicable)
  • T5 (if applicable)
  • T2202A Tuition and Education Amounts Certificate
  • U-Pass/Transit Tax Credit
  • Tax receipts for charitable donations

For detailed descriptions of these items, please download our Preparation Checklist.