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Tax Planning

2026 Tax Season

Get started with u-ONE Tax Planning today!

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On this page, you'll find important tax reminders to review and a list of required documents to gather for filing your 2025 tax return.

 

If you're interested in using our tax planning services this season, please fill out our registration form:

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For inquiries, contact us at: info@uonewealth.com

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Required Tax Documents for the 2026 Tax-Filing Season

1. Income Information Slips & Records
 

  • Employment & Benefits
    * T4 – Statement of Remuneration Paid

    * T4E – Employment Insurance and other benefits

    * Repayments of COVID-19 benefits (if applicable)
     

  • Pension & Retirement Income
    * T4A(OAS) – Old Age Security benefits

    *T4A(P) – Canada Pension Plan benefits

    * T4A – Pension, retirement, annuity, and other income

    * T4RSP – RRSP income

    * T4RIF – RRIF income

    * Foreign pension income statements
     

  • Investment & Savings Income
    * T5 – Investment income (interest & dividends)

    * T3 – Trust income allocations

    *T5008 – Securities transactions

    *T4FHSA – First Home Savings Account statement
     

  • Business, Rental & Other Income
    * Business or self-employment income records

    * Rental income and expense statements

    * T5013 – Partnership income

    * T4PS – Employee profit-sharing plan income

    * Details of child or spousal support received
     

  • Government & Assistance Payments
    * T5007 – Social assistance or workers’ compensation benefits

    * RC210 – Advance Canada Workers Benefit (CWB) payments
     

  • Education Income Slips
    * T2202 – Tuition and Enrolment Certificate
     

  • Other Income
    * Any other CRA-issued information slips

    2. Deductions & Tax Credits Documentation
     

  • Medical & Disability
    *Medical expense receipts (prescriptions, dental, eyeglasses, insurance premiums, medical travel)

    * Home accessibility renovation receipts (seniors or persons with disabilities)

    * T2201 – Disability Tax Credit Certificate
     

  • Charitable & Political Contributions
    * Official charitable donation receipts

    * Political contribution receipts

  • Education & Students
    * Student loan interest statements

    * Professional certification exam receipts

    * Digital news subscription receipts (eligible Canadian providers)
     

  • Employment & Work-Related Expenses
    * T2200 – Declaration of Conditions of Employment (signed by employer)

    * Union or professional dues receipts

    * Office-in-the-home expenses

    * Other eligible employment expenses

    * Tool expenses (tradespersons and apprentice mechanics)

    * Teacher/educator school supply receipts (with written certification)

    * Labour Mobility Deduction receipts (eligible tradespeople)

    * Automobile and travel logbooks and expenses

    * Year-end pay stubs showing employer-paid health premiums (if applicable)
     

  • Child, Family & Support
    * Child care expense receipts (daycare, nanny, camps)

    * Adoption expense receipts

    * Child or spousal support payment records (amounts paid)
     

  • Housing & Moving
    * Rent or property tax receipts

    * Moving expense receipts (if move was 40 km or more closer to work or school)

    * Multigenerational Home Renovation Tax Credit receipts

    * Northern residents deduction receipts (if applicable)
     

  • Retirement & Savings
    * RRSP contribution receipts (2025 contributions and first 60 days of 2026)
     

  • Investments, Property & Other
    * Carrying charges and interest on investment loans
     

  • Records of sale or deemed sale of:

    • Stocks, bonds, mutual funds

    • Real estate (including principal residence)

      * Cryptocurrency transaction records

      * Business, farm, fishing income and expense records
       

  • Volunteer & Special Credits
    * Volunteer Firefighters certification

    * Search and Rescue volunteers certification

    3. CRA & General Documents
    * Notice of Assessment or Reassessment

    * CRA correspondence

    * Access to CRA My Account

Please consult the official website of the Canada Revenue Agency or contact them directly for the most current and personalized tax information.

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Canada Income Tax Calculator 2025

Powered by TurboTax, this calculator helps you quickly estimate your 2025 income tax refund or the amount you owe.

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