We were Profile Tax, rebranded to Kingsman Associates. Don’t worry, the team and services are the same.

• Personal Information Form: (Without this form we won’t be able to create the file, we must have shared a link to fill the form, via WhatsApp)
• Income information slips (t4s, t4A, t5, etc.) – from employer and investment brokers
• Tuition fee slips (t2202a) – you can obtain them from your college website
• Rent paid (Keep the receipts with you, but please make sure to enter all the information regarding rent into the personal information form)
• Medical Expenses (paid out of pocket)
• Rental income (For rental properties)
• Work from home expenses details, if choosing a detailed method.
• Documents are not limited to those listed above, Full Checklist for detailed documents list.

Note: It is the taxpayer’s responsibility to keep a record of all the documents used to create the tax return for 6 years.