bring with you the following information, if applicabletrust your tax-time needs to a professional...

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Trust Your Tax-Time Needs to a Professional Bring with you the following information, if applicable T3 - T4 - T5, etc. Moving expenses RRSP receipts Medical bills Union / Professional dues Tuition fees Charitable donation receipts Mutual Funds / Stock broker’s statements Child care expenses Latest Revenue Canada Notice of Assessment Social Insurance Number & date of birth (spouse & dependents) Total rental payments & landlord name or property taxes paid Using the services of 206 Laird Drive, Suite 201 (Second Floor), Toronto, Ontario, M4G 3W4 ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ ❏ Michael H. Keltz, Chartered Accountant www.thetaxboutique.com Tel.: 416 • 482 • 4183 Fax: 416 • 482 • 5312 9:30 am - 5:30 pm e-mail: [email protected]

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Page 1: Bring with you the following information, if applicableTrust Your Tax-Time Needs to a Professional Bring with you the following information, if applicable T3 - T4 - T5, etc. Moving

Trust Your Tax-Time Needs to a Professional

Bring with you the following information, if applicable

T3 - T4 - T5, etc. Moving expenses

RRSP receipts Medical bills

Union / Professional dues Tuition fees

Charitable donation receipts Mutual Funds / Stock broker’s statements

Child care expenses Latest Revenue Canada Notice of Assessment

Social Insurance Number & date of birth (spouse & dependents)

Total rental payments & landlord name or property taxes paid

Using the services of206 Laird Drive, Suite 201 (Second Floor), Toronto, Ontario, M4G 3W4

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❏ ❏

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Michael H. Keltz, Chartered Accountant

w w w. t h e t a x b o u t i q u e . c o m

Tel.: 416 • 482 • 4183Fax: 416 • 482 • 5312

9:30 am - 5:30 pm

e-mail: [email protected]

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