Personal Information

• Current mailing address
• Date of Birth
• Marital status
• Residency status
• Back account (if you want to set up or update your direct deposit with the CRA)

Other Documents

• Any T-slips (T3,T4,T5etc)
• RRSP contribution (Depends upon individual)
• Receipts for donations
• Receipts for medical (medication, chiropractic etc.)
• Rent receipts or property taxes.
• Copy of last year’s tax return. (optional)
• T2202A (tuition receipt).
• Annual student loan interest statement. If you have a student loan interest.
• For self-employed business returns and/or employment expenses for your vehicle expenses we will need the following: gas expense, insurance, repairs/maintenance, vehicle sticker registration, lease payments or purchase agreements, logbook of mileage, parking expenses, and phone bill expense.
• For rental returns please bring your income statement, mortgage statements, utilities, property tax, condo fees, repairs maintenance, insurance, legal, and accounting fees.

If you need to cancel or move your appointment for ANY reason, please call us at +1(613)-857-7009 or email info@nagpalfintax.ca

Thank you so much for choosing Nagpal Financial & Tax services Inc.