The documents to have on hand
For your 2026 tax return, filed in 2027.
You don't need everything. The questionnaire gives you your exact list. Here's what comes up most.
Your income slips
| Income | Slip |
|---|---|
| Salary | T4 |
| Employment Insurance | T4E |
| Employer pension, RRIF | T4A, T4RIF |
| CPP | T4A(P) |
| Old Age Security | T4A(OAS) |
| Interest, dividends | T5 |
| Mutual funds, trusts | T3 |
| Tuition | T2202 |
Quebec residents also get Quebec slips (RL-1, RL-2, RL-3…). See the French version of this page for the full Quebec list.
Your receipts for credits
- Medical and drug plan expenses
- Charitable donations
- Childcare
- RRSP contribution receipts
Your home
- In Ontario: rent paid or property tax, for the Ontario Trillium Benefit
The rest
- Your last notice of assessment, if you have it
- Photo ID, for the 5-minute video call
- You never need to give us your CRA password: you authorize us from your own account
When slips arrive
Employers have until the last day of February to issue T4s. In 2027 that's March 1, since February 28 falls on a Sunday. T5s also arrive by the end of February. T3s can come as late as March 31.
Waiting on a slip? Start the questionnaire anyway: once you authorize us, we can often pull your slips straight from the CRA.
Sources: Canada Revenue Agency, slip filing deadlines and Ontario Trillium Benefit. Read October 13, 2026.