Personal Income Tax Return Checklist, Call us 647-282-0000
Filing your personal income tax return in Hamilton, the Greater Toronto Area (GTA), or anywhere in Ontario and Canada doesn’t need to be complicated.
At Momentum Accounting CPA Professional Corporation, we provide secure, fully remote personal tax filing services for individuals, families, newcomers, and self-employed professionals across Hamilton, Toronto, Mississauga, Brampton, Oakville, Burlington, and the GTA.
We handle everything electronically — no in-person visits required.
✅ Required Identification (CRA Mandatory – Canada)
To comply with Canada Revenue Agency (CRA) requirements, please provide:
- Photo ID (Ontario Driver’s Licence, PR Card, or Passport)
- SIN Card or SIN confirmation letter
- Current address, phone number, and email
👨👩👧 Personal & Family Information
- Marital status (Single, Married, Common-law, Separated, Divorced)
- Spouse details (Name, DOB, SIN, photo ID, SIN card)
- Children under 18 (Name, DOB, SIN – for CCB & benefits)
- Citizenship and residency status (new immigrants, PRs, newcomers to Canada)
💼 Employment & Income Documents
- T4 – Employment income
- T4A – Contract / self-employed income
- T5 – Bank interest & investment income
- T3 – Trust income
- T5007 – Social benefits
- EI, CERB, CRA benefit slips
- Uber, Lyft, DoorDash, SkipTheDishes tax summaries (Ontario & GTA drivers)
📈 Investment, Rental & Foreign Income (Commonly Missed)
- Capital gains or losses (stocks, crypto, property)
- Foreign income & foreign tax paid
- Rental income statements
- Partnership income (T5013)
💰 RRSP, Pension & Savings
- RRSP contribution slips
- Pension slips (CPP, OAS, T4A(P))
- CRA instalments paid (if any)
- Prior-year Notice of Assessment
🏠 Deductions & Tax Credits (Ontario & Canada)
- Rent paid in Ontario (landlord name & address)
- Medical expenses
- Charitable donations
- Childcare expenses
- Moving expenses (within Ontario or to Canada)
- Tuition slips (T2202)
- Disability Tax Credit (T2201)
- Employment expenses (T2200)
🔐 Our Secure Tax Filing Process
- Documents reviewed by a licensed Ontario CPA
- Secure electronic signatures via Adobe Acrobat
- Returns E-filed directly with CRA
- No submission without your approval
📍 Serving Hamilton, GTA & All of Ontario
We proudly serve clients in:
Hamilton, Toronto, Mississauga, Brampton, Oakville, Burlington, Milton, Vaughan, Markham, and across Ontario and Canada.
📞 Momentum Accounting CPA Professional Corporation
🌐 www.momentumaccountingcpa.ca
📧 info@momentumaccountingcpa.ca
📱 WhatsApp: 647-717-1242