27 Feb
Blog

2025 Personal Tax Checklist & Required Documents

2025 Personal Tax Checklist & Required Documents

To help make your 2025 tax filing process as smooth as possible, we’ve put together a list of common tax deductions and credits.

Take a look at the categories below to see what applies to your situation. Once you’ve gathered your information, follow the steps at the bottom of this page to submit your details and book your virtual appointment with our team.

Important Note: Please do not schedule your appointment until you have gathered all of your required documents.

Families & Children

This section covers credits and deductions related to raising a family, childcare, and support.

Tax Item What it is What We Need From You
Child Care Expenses Expenses paid for child care so you could work, run a business, or study. Details of expenses, including provider’s SIN/Business Number & dates of care.
Eligible Dependant Credit for single individuals supporting a qualifying dependant living with them. Dependant’s net income, SIN, and confirmation they live with you.
Adoption Expense Credit for eligible expenses when adopting a child under 18. Summary of expenses and the adoption order.
Support Payments Made Deductions for eligible spousal or child support payments. Copy of court order/agreement & total amount paid.

Homeowners & Movers

Credits and deductions for buying a home, making renovations, or moving.

Tax Item What it is What We Need From You
First Home Savings Account (FHSA) Deductible contributions to save for a first home. Copy of T4FHSA slips, OR we can download them from your CRA portal.
First-Time Home Buyer Credit for purchasing a qualifying first home. Closing documents & confirmation of first-time buyer status.
Home Accessibility Credit for qualifying renovations (up to $20k) for seniors (65+) or those with a disability. Details of the work performed and total costs (receipts are preferred but not required upfront).
Multigenerational Home Renovation Refundable credit for creating a secondary unit for a senior or disabled adult. Details of the project and total expenses (receipts are preferred but not required upfront).
Moving Expenses Deduction for moving 40km+ closer to a new work location or full-time school. Old/new addresses, distance calculation, and a summary of moving expenses.

Retirement & Seniors

Tax advantages specifically designed for retirement savings and seniors.

Tax Item What it is What We Need From You
Registered Retirement Savings Plan (RRSP) Deductible contributions made to your RRSP. Copy of RRSP slips, OR we can download them from your CRA portal.
Registered Pension Plan (RPP) Deduction for contributions to an employer-sponsored pension. Copy of your T4 slip, OR we can download it from your CRA portal.
Pension Income Splitting Joint election to split eligible pension income with a spouse/partner to lower taxes. None. We will run the calculations and inform you if you benefit from pension splitting!

Health & Disability

Credits for medical expenses and support for individuals with physical or mental impairments.

Tax Item What it is What We Need From You
Eligible Medical Expenses Credit for medical expenses exceeding a set threshold of your net income. A detailed summary of your medical expenses (receipts are preferred but not required upfront).
Disability Tax Credit Credit for individuals with severe and prolonged impairments. Confirmation of an approved Form T2201 on file with CRA.
Disability Supports Deductible expenses for physical/mental impairment supports needed to work, study, or do research. A detailed summary of eligible expenses & any required medical docs.
Caregiver Amount Credit for supporting a dependant with a physical or mental infirmity. Dependant’s net income & medical statement or approved T2201.

Students & Education

Deductions and credits for post-secondary education, training, and student loans.

Tax Item What it is What We Need From You
Tuition Fees Credit for eligible post-secondary tuition fees. Copy of your T2202 slip, OR we can download it from your CRA portal.
Canada Training Credit Refundable tax credit to help workers pay for training and tuition fees. Copy of your T2202 slip (or we can pull from CRA portal) AND your latest Notice of Assessment.
Student Loan Interest Credit for interest paid on eligible government student loans. Annual student loan interest statement.

Work, Investment & Community

Items related to your job, investments, and giving back.

Tax Item What it is What We Need From You
Charitable Donations Tax credit for donating to registered charities. The total amount donated. (Please keep your official receipts in case the CRA requests them).
Employment Expenses Deductions for required job expenses (e.g., home office, supplies, travel). Signed Form T2200 and our Employment Expenses excel sheet completed.
Tradesperson’s Tools Deduction for the cost of eligible tools bought to earn employment income as a tradesperson. Summary of tool costs AND a signed Form T2200 from your employer.
Union & Professional Dues Deduction for annual union or professional association dues. Copy of T4 slips (OR we can download from CRA portal) or official professional receipts.
Volunteer Firefighters & Search/Rescue $6,000 credit for 200+ hours of eligible volunteer services. Written certification verifying your hours.

Provincial Specific Tax Credits

Depending on the province you reside in on December 31st, you may be eligible for these specific regional credits.

Province Tax Item What it is What We Need From You
Ontario CARE Tax Credit Childcare Access and Relief from Expenses for low-to-moderate incomes. Details of your childcare expenses.
Ontario Seniors Care at Home Refundable credit to help seniors pay for eligible medical expenses at home. A detailed summary of your medical expenses (receipts preferred but not required).
Ontario Ontario Trillium Benefit Combined benefit that helps pay for energy costs, property taxes, and sales tax. Total property tax paid OR total rent paid (and landlord details).
Alberta Political Contributions Credit for contributions to a registered Alberta political party or candidate. Official receipts issued by the political organization.
British Columbia BC Renter’s Tax Credit A tax credit for eligible low-to-moderate income renters in BC. Total rent paid for the year, and your landlord’s name/address.
British Columbia Training Tax Credit Provincial credit for apprentices completing eligible training programs. Your ITA transcript or completion documentation.
New Brunswick Low-Income Seniors’ Benefit Benefit for low-income seniors to help with living expenses. We will calculate this based on your net income and age.
New Brunswick Provincial Volunteer Credits Additional provincial credits for Volunteer Firefighters and Search/Rescue workers. Written certification verifying your 200+ hours.