1) FOR THOSE WHO ARRIVED IN CANADA IN 2022:
- IF YOU ARE NOT REGISTERED FOR DIRECT DEPOSIT: bring 1 check specimen;
- SKIP POINTS 2) AND 3) BELOW.
2) FOR ALL TAXPAYERS :
- IF YOU ARE NOT REGISTERED FOR DIRECT DEPOSIT: bring 1 check specimen;
3) GET YOUR DOWNLOAD CODE AND PROVIDE US :
You can get this code in one of the following 2 ways:
- Call QUEBEC REVENU (Tel = 514-864-6299) and ask for it;
- Log In to MY ACCOUNT at Quebec Revenu. Then select MENU and choose INCOME TAX RETURN. Finally, click on Tax Preparer Download code. You will then see your Download Code.
IMPORTANT TO KNOW
Please note that you can access MY ACCOUNT by simply using the INFORMATION you are used to using to LOG IN to your BANK ACCOUNT.
4) FOR EMPLOYEES
- T4;
- RL-1 Slip;
5) FOR STUDENTS:
- Rl-8 Slip: Amount for post-secondary studies;
- T2202A: Tuition and education fees
NOTE: T2202 and RL8 are generally merged into a single document.
- The RL-1 slip and the T4 if the student worked during the year.
6) FOR SCHOLARSHIP STUDENTS
- QC: RL-1 Slip;
- FED: T4A
7) FOR A DECEASED PERSON
- All sheets and statements received;
- the death certificate;
8) FOR A PERSON WITH A BANKRUPTCY
- The Declaration of Pre-Bankruptcy (provided by the Trustee);
- All slips and raised receipts.
9) IF THE TAXPAYER HAS DEPENDENT CHILDREN
- Relevé 24 (child care expenses);
- If child at Cégep or University: Statement of children's school fees (Relevé 8 and T2202 slip);
- Children's SIN;
- Care expenses;
- Received expenses for physical condition;
- Received fees for children's artistic activities;
- Received fees for children's activities;
10) IF THE TAXPAYER CONTRIBUTES TO AN RRSP
- Maximum deductible for the year (listed on the federal notice of assessment)
- RRSP contribution slips for the following two (2) periods :
- From March to December 2021
- From January 1st to the end of February 2022
11) FOR TENANTS
- RL-31 Slip (Provided by the owner)
12) FOR HOME OWNERS
- Statement of municipal taxes OR the Registration number or cadastral designation registered on the municipal tax account of your place of residence !
13) RenoVert TAX CREDIT
- Certificate of conformity of goods to eco-responsible standards completed and signed by the contractor responsible for the work.
14) DONATIONS
- Donation statements.
15) REGISTERED COMPANY (SELF-EMPLOYED)
- Bring company financial statements (contact our offices for help!);
- You must bring at least the STATEMENT OF RESULTS.
16) PROPERTY OWNER (RENTAL INCOME)
- You must bring the STATEMENT OF RENT RESULTS for your buildings.
17) INCORPORATED COMPANY / NON-PROFIT ORGANIZATION - NPO / TRUST / MUNICIPALITY / COOPERATIVE / ASSOCIATION / OTHER TYPES OF COMPANIES, ETC.
- Bring the company's financial statements (contact our offices for help!);
- Your financial statements must include at least:
-
- THE STATEMENT OF RESULTS;
- THE STATE OF NON-ALLOCATED PROFITS and,
- THE BALANCE SHEET.
