Tax Return Checklist
What to Bring to Tax Clinic:
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):
Rent Receipts or property tax paid in Ontario
T4E; Employment Insurance claims
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