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Your document checklist.
Select everything that applied to you this year. Your list updates as you go, and you can copy it into your notes.
Your situation
What applied to you this year?
Tick all that apply.
Once you authorize us as your representative, we can download most of your slips directly from CRA. You'll only need to gather the records CRA doesn't have.
What to gather
0 items
Please don't send slips or documents by email.
Start with a conversation.
Book a free 15-minute consultation to discuss your needs and next steps.