FEROZA FINANCIAL

hOW TO FILE WITH US

DROP OFF & PICK UP

Walk in during our open hours and we’ll collect what we need from you to get started.

You will receive an in-depth interview with our tax accountant when you return to pick up.

Our service typically takes 1-2 days saving you hours in the waiting line.

Document Checklist ✓

In order for us to file your taxes, please bring the information that occurred in the tax year you are filing

Personal Information

Social Insurance Number

Valid Government ID

VOID Cheque (If first-time filing)

Permanent Residence Card (If PR)

Employment & Income Info

Employment Income (T4 Slip)

Tuition/Education (T2202A)

Rental Property Income Info

Expenses

Medical Bills

Charitable Donation

Professional/Union Dues

Rent/Property Taxes Paid (Ontario)

RRSP Contribution Receipts

Dependents Info (Name & SIN)

Spouse/Common-Law Partner Info (Net Income, SIN, Martial Date)

Childcare Expenses

Children’s Arts & Sports Program Expenses

Adoption Expenses

Government Benefits

Employment Insurance (T4E Slip)

Universal Child Care (RC62)

Old Age Security/CPP (T4A-OAS, T4AP)

Other Pensions & Annuities (T4A)

Social Assist./Worker’s Comp (T5007)

Investments

Investment Income Statement (T5)

Trust Beneficiary/Mutual Funds (T3)

Bank Statement for RRSP (T4RSP)

Interest, Dividends, & Mutual Funds (T3, T5, T5008)

Own a business?