Tax Planning
2026 Tax Season
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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

Required Tax Documents for the 2026 Tax-Filing Season
1. Income Information Slips & Records
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Employment & Benefits
* T4 – Statement of Remuneration Paid
* T4E – Employment Insurance and other benefits
* Repayments of COVID-19 benefits (if applicable)
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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
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Investment & Savings Income
* T5 – Investment income (interest & dividends)
* T3 – Trust income allocations
*T5008 – Securities transactions
*T4FHSA – First Home Savings Account statement
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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
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Government & Assistance Payments
* T5007 – Social assistance or workers’ compensation benefits
* RC210 – Advance Canada Workers Benefit (CWB) payments
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Education Income Slips
* T2202 – Tuition and Enrolment Certificate
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Other Income
* Any other CRA-issued information slips
2. Deductions & Tax Credits Documentation
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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
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Charitable & Political Contributions
* Official charitable donation receipts
* Political contribution receipts
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Education & Students
* Student loan interest statements
* Professional certification exam receipts
* Digital news subscription receipts (eligible Canadian providers)
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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)
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Child, Family & Support
* Child care expense receipts (daycare, nanny, camps)
* Adoption expense receipts
* Child or spousal support payment records (amounts paid)
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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)
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Retirement & Savings
* RRSP contribution receipts (2025 contributions and first 60 days of 2026)
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Investments, Property & Other
* Carrying charges and interest on investment loans
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Records of sale or deemed sale of:
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Stocks, bonds, mutual funds
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Real estate (including principal residence)
* Cryptocurrency transaction records
* Business, farm, fishing income and expense records
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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.

