T1 General 

Please note, for self-employed individuals, their T1 Generals can be up to 70 pages long. For employed individuals their T1 Generals may be up to 10 pages long. In both cases we would need your complete return in its entirety. We will generally require two most recent years T1 Generals.

T4 Statements

We will generally require two most recent years T4 Statements from your employer-must have your name on the document.  

Notice of Assessment (NOA)

We will generally require two most recent years NOAs. 

Canada Child Benefit Notice (CCB)

We will generally require the most current year for anyone taking CCB. 

Bank Statement

Please confirm statement includes a 90 Day History and that a name is on the statement. Please do not black out any account number and/or transactions