Tax Clinic 2026

Date	Location	Time
Saturday, March 21, 2026	STC 1012	10:00 AM - 7:30 PM
Sunday, March 22, 2026	STC 1012	10:00 AM - 7:30 PM
Saturday, March 28, 2026	RCH 301	10:00 AM - 7:30 PM
Sunday, March 29, 2026	STC 1012	10:00 AM - 7:30 PM

---

Eligibility:

Regrettably, we will not be able to prepare your return if it involves any of the following items:

• Self-employed (including 'independent contractors', Uber, Doordash);

• Rental income (excluding sublet of a property you are renting);

• Interest Income over $1,200 (except those claiming a T2202 tuition credit);

• A foreign investment property worth more than $100,000;

• Disposition of marketable securities (eg. Capital Gains/Losses on sales of shares);

• Employment expenses (eg. form T2200 signed by your employer);

• Bankruptcy;

• Deceased persons; or

• Total income above the following income thresholds (except those claiming a T2202 tuition credit during the year):

Taxpayer Status	Family Income
Individual	$40,000
Couple	$55,000
Each additional dependant	+$5,000

To clarify, the Tax Clinic will serve any individual who is claiming T2202 tuition credits during the year, irrespective of total income or interest income. The restrictions on other scenarios and other income types (e.g. capital gains or rental income) in the above-noted list still apply to individuals claiming T2202 tuition credits during the year

International Students: International students are welcome and encouraged to file a tax return even if they don't have any income! We will walk you through the process of getting an Individual Tax Number (ITN) if you're not eligible for a Social Insurance Number (SIN) and don't already have an ITN.

International Taxes: We cannot prepare tax returns for other countries at this time (eg. US tax returns for students that had co-op in the US). However, if you bring your completed foreign tax return, we may be able to complete the Canadian return.

---

What to Bring to Tax Clinic:

Checklist

All:

• Government-issued photo ID (required)

• Social Insurance Number (SIN) or Individual Tax Number (ITN)

• USB drive (if available)

• Information slips, (eg. T3, T4, T4A, T5, T5013, etc.)

• 2024 Notice of Assessment (if not filing for the first-time)

• Any other information not listed below that may be applicable

Students (see links below):

• Tuition Slip (T2202)

• T4; Employment slip

• T4A; Scholarships/ RESP Withdrawals/ CESB/ CERB

• Rent Receipts

• T4E; Employment Insurance claims

• Rent or property tax paid in Ontario

Less Common Items:

• Foreign Income

• Medical Expenses

• Moving Expenses

• RRSP Contribution Slips

• FHSA Contribution Slips

• Student Loan Interest

• Charitable Donations

• T3/T5/T5007

• Tips or Gratuities Earned

• Carrying Charges (eg. investment fees)

• Home Buyer's Amount - let us know if you purchased a new home in 2025

---

What Not to Bring to Tax Clinic:

• Home Office Expenses

• Pay Stubs

• GST/HST Notice of Assessments

For checklists of prior years, please see this folder: Tax Clinic Checklists

---

How to Access UW Student Documents:

T4 from co-op work/summer job Your employer will mail this to the mailing address they have on file, so be sure that they have the most up-to-date mailing address, especially if you lived away from home during co-op. If you haven't received this by March 1, follow up with your employer.

T4/T4A from Waterloo (eg. Scholarships/Bursaries, TA, other University of Waterloo employment)

Workday→ Main Menu → Personal → Documents

T2202 Tuition Slip

Quest → Finances → Tax Receipts → PRINT (don't choose View). You may have taken courses at an online university or other universities to replace a Waterloo course; make sure you get a T2202 from them as well (eg. Athabasca University T2202).

Charitable Donations to Endowment Fund(s)

Quest → Finances → Tax Receipts → Scroll down all the way → PRINT.
All UW students contribute to endowment fund(s) as part of your student fees, unless they opt out at the start of the term. If you're unsure, then you didn't opt out!

Rent Receipts

You should get a letter/receipt from your landlord (or sublettor) confirming the below in case the CRA reviews your claim in the future. The easiest way is to write the letter yourself, print it off and get them to sign it. Make sure the letter contains the below four items as well as your name!

• The address you lived at (including postal code)

• The number of months that you live at that address (ideally explicitly identifying the months)

• The total amount of rent paid in 2025

• The name of the landlord/company that owned it, or the person you subletted from

Lived in Residence in 2025? No evidence/receipt is needed. If you are a student and live in a designated Ontario university, college or private school residence, you may qualify for $25. Make sure your preparer knows!

Health/Dental Plan Premiums (medical expense)

Either call the health/dental office or visit them in person and ask them for a receipt/letter stating the total amount of premiums you paid for the calendar year 2025. They will probably email it to you. Medical expenses may be transferable to parents depending on the situation. Find this here.

Moving Expenses

If you moved and are now 40 km closer to your new workplace, you may be able to deduct moving expenses against the income you earned (eg. move from studying at Waterloo → your parents' house in Toronto for co-op). The information needed is:

• Use Google Maps to determine the distance between:

  • Your old residence and your new work

  • Your new residence and your new work

• Address of both new and old residences (including postal codes)

• Date of move

• Date you started the new job

• Name and address of employer that you moved to work at

• Amount of moving expenses, unless you took a train/plane, the best way is usually the 'simplified method'

  • Kilometres between new residence and old residence

  • Meals eaten during this move

  • Number of nights for the move

---

CRA Direct Deposit

Direct deposit allows your tax refund and government benefits such as the GST/HST Credit and Ontario Trillium Benefit to be deposited directly into your bank account. If you do not have direct deposit set up, the CRA will mail you a cheque to your mailing address.

As of March 24, 2025, the CRA will no longer accept direct deposit application through your tax return. Direct deposit should now be set up directly within online banking of your bank account. If you would like to set up direct deposit, refer to your own bank for guidance on how to set this up.

• CIBC
• Simplii
• National Bank
• BMO
• Scotiabank
• TD
• Tangerine
• RBC