Iron Trillium Personal Tax Return Service Requirements

I will carefully and promptly prepare your Tax Return after receiving your documentation by Email

The following information is required to complete and EFILE your personal income tax return:

• - Name, address, date of birth, SIN, Province of residence as of December 31, any changes that occurred in the previous year, Marital status and spousal details if married or recently separated, dependant details, details of foreign property ownership if any (Note – This information is not required If all of the information is the same as the previous year’s provided Income Tax Return.)
• - All Information Slips - Please be certain you have received any expected slips from Employers, Government, other Income Replacement Benefits and Investments (both deposits and withdrawals) and Tuition paid
• - Other Income for which an Information slip is not provided such as Business Income, Alimony or Support Payments, Pensions, Scholarships, etc.
• - Expenses including Employment Related Expenses (form T2200 is required signed by Employer), Tools, Moving Expenses, Child Care Expenses, Public Transit Passes, Interest paid on Student Loans, Medical Receipts, Donation Receipts, Union Receipts
• - Previous years Notice of Assessment and Income Tax Return
• - Details of principal residence including if the sale of a home occurred in the previous year, Realty Taxes or Rent paid including amount and name of Landlord or Realty Tax Issuer